KB
Knowledge Base
Knowledgebase for Squaretalk
Recent Articles
How to Add and Verify a New Business Number
How to Add and Verify a New Business Number To use a phone number for WhatsApp messaging, the number must be onboarded through the Messaging settings. This process links your Squaretalk phone number to Meta’s WhatsApp ecosystem, allowing you to send ...How to Create a WhatsApp Template
How to Create a WhatsApp Template WhatsApp templates allow you to send pre-approved messages(by Meta) to customers, such as notifications, reminders, or marketing campaigns. Step-by-Step: Create a New Announcement Go to Settings → Messaging → ...How to Create Disposition Statuses for Call Wrap-Up
How to Create Disposition Statuses for Call Wrap-Up Disposition Statuses define the outcome of a call. Agents select a Disposition Status during Wrap-Up to categorize what happened during the call. This turns conversations into measurable performance ...How to Configure and Manage Call Wrap-Up Per Queue
How to Configure and Manage Call Wrap-Up Per Queue Call Wrap-Up allows you to control what happens after an agent finishes a call. When enabled for a queue, agents must complete a post-call form before returning to their previous status. This ensures ...How to Enable & Manage Internal Chats
How to Enable & Manage Internal Chats: Real-Time Team Communication Inside the Squaretalk Platform Internal Chat brings secure, real-time team communication directly into the Squaretalk workspace. No more switching between tools. No more lost ...
Popular Articles
Settings - Communication - Ext creation & Phone number management
This article will provide you an overview of the Communication section and functionality within the Settings of Matrix Extension Creation and management: 1. Navigate to your Matrix settings by clicking "Settings" on the left-hand side: 2. Under the ...Settings - Permissions
This article will provide you with an overview of the Permission section, functionality as well as how to create a custom one: You will be able to see the settings tab only if you have admin rights. 1. Click Settings to navigate to the settings page ...Statistics and Reports - Call history
This article will provide you an overview of the Call History report and it's functionality: To navigate to the Call History, first click on Statistics and Reports and then click on Call History from the drop down menu: From the Call History you can ...Agents View - Dashboard
This article will give you an overview of the dashboard from an Agents point of view as well as functionality: 1. Upon logging in you will be prompted to choose your Campaign: 2. After choosing your Campaign you will be presented with your dashboard ...Adding Prefixes
In order to add Prefixes to your numbers, please follow the steps below: Prefixes add a custom number/s that must be dialed before dialing a specific number and can be used for additional functionality. Example: You can use this to split calls for ...