Matrix - Settings Communication

Matrix - Settings Communication

1. Click "Settings" on the left-hand side to navigate to the settings page of your Matrix.

2. Click "Extensions" under the Communications tab to navigate to the extensions settings in your Matrix.

3. Here you can edit or delete a pre-configured extension.

4. Click "Create"

5. Here you can choose the number of your extension. It must be between 300 and 700.

6. Click the "Change password ..." field to choose the password of your extension.

7. Click here to activate or deactivate the extension.

8. Click "Phone Numbers" to navigate to the phone numbers tab in the Matrix.

9. Here you can monitor your pre-created groups of numbers. Click on the 'Settings' button to edit a phone number group.

10. Click on the 'Delete' button to delete a group of numbers.

11. Click "Add New Group" to create a new group of numbers and configure the rules for it.

12. Click the "Group name" field to name your group of numbers.

13. Click the check-boxes to select the numbers you would like to be part of this group.

14. Click "Settings" to configure the outbound settings for this specific group.

15. Here you can choose to route the call to call menu.

16. Click "Drop Action" to select what will happen to the call if no agent was available to receive this call or no rules apply for this call.

17. Click "Call times" to select a the range of time to receive calls. From the drop-down menu you can select a pre-configured rule.

18. Click here to create a new call times rule.

19. Here you can select your rule name. PS: For each rule you can define a set of countries, each country has its own calling time condition consisting days and hours. Note: To apply these call schedules in your campaign, please choose your rule in the field Call Times Note: These rules will not affect Manual Dial and Callbacks Note: The select period time is the current time in the selected country

20. Here you can select the time-frame for which this rule applies.

21. Click here to create a new follow-up rule, choosing the country, day and time for which it will apply.

22. Click here to choose the countries for which the rule will apply.

23. Click here to choose the dates for which the rule will apply.

24. Here you can set the time frame of the rule.

25. Click "Welcome" to choose a music to be played as a welcome message to the callers when they call this group of phone numbers.

26. Click "Music on Hold" to choose the music that the leads will hear when they are waiting on hold.

27. Click "Default Campaign New Lead" to choose the default campaign that the new lead will be redistributed and assigned to.

28. Click "Inbound Rules" to set inbound rules for incoming calls to the group.

29. Click 'Create a new rule' to create a new rule.

30. Click here to choose when a call comes to this group how it is going to be distributed among the agents.

31. Choose an option from the drop-down menu.

32. Click the 'From' drop-down menu to choose to which campaign will the call be routed to.

33. Select the campaign from the drop-down menu.

34. Click to choose to which agents with a particular status the call will be routed to.

35. Choose the status from the drop-down menu.

36. From here you can set up the waiting seconds.

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