Matrix
Configuring Inbound Rules for incoming calls
By default the Matrix numbers you add to your account do not have any Inbound Rules (used for Incoming Calls) configured since these are per your preference, therefore you need to configure them if you require inbound calls. This can be done by ...
Settings - Integrations
This article will provide you an overview of the Integrations within Matrix: 1. Click "Settings" to navigate to the settings page of the Matrix: 2. Click "Integrations & Apps" to navigate to the integrations and workflows tab: 3. Here you can see ...
Settings - Communication
This article will provide you an overview of the Communication section and functionality within the Settings of Matrix: 1. Navigate to your Matrix settings by clicking "Settings" on the left-hand side: 2. Under the Communications tab, click ...
Settings - Customization
This article will provide you an overview of the Customization settings of Matrix: 1. Navigate to the Matrix settings by selecting "Settings" on the left-hand side of the menu: 2. Access the custom fields section by clicking "Custom Fields": 3. ...
Settings - Organization
This article will provide you more details and information regarding the Organization settings section for Matrix: 1. Navigate to the Settings tab on the left-hand side of your Matrix: 2. Access the general settings of your organization by clicking ...
Statistics and Reports - Scheduled reports
This article will provide you more information regarding the Scheduled reports: 1. Navigate to the scheduled reports page by selecting "Scheduled" on the left-hand side: 2. Use the "Search anything..." field to locate an existing rule: 3. Monitor ...
Statistics and Reports - Agents tab
This article will provide you an overview of the Agents report and it's functionality: 1. Navigate to the agent's tab within the reports section of the Matrix by selecting "Agents" on the left-hand side of the screen in the menu options: 2. Utilize ...
Statistics and Reports - Calls
This article will provide you an overview of the Calls report and it's functionality: 1. Navigate to the Reports calls tab by clicking on "Calls": 2. Select the KPIs you want to include in your report by clicking on "Status" Note that you can choose ...
Statistics and Reports - Call history
This article will provide you an overview of the Call History report and it's functionality: 1. Navigate to the Call history tab within Matrix reports by selecting 'Call History': 2. Specify the campaigns for which you wish to generate a report: 3. ...
Users
This article will provide you an overview of the Users section and it's functionality: 1. Navigate to the users tab in the Matrix by clicking on "Users" located on the left-hand side of your screen where the menu options are displayed: 2. Search for ...
Leads
This article will provide you an overview of the Leads section and it's functionality: 1. Navigate to the leads tab by clicking "Leads" on the left-hand side: 2. Use the "Search" field to locate specific information such as phone numbers, names, or ...
Lists
This article will provide you an overview of the Lists section and it's functionality: 1. Navigate to the lists tab by selecting "Lists" on the left-hand side: 2. Search for a specific lead list using the "Search anything..." field: 3. Apply filters ...
Callbacks
This article will provide you an overview of the Callbacks section and it's functionality: 1. Navigate to the callbacks menu by selecting "Callbacks" on the left-hand side: 2. Search for a specific callback using the "Search anything..." field: 3. ...
Campaigns
This article will provide you an overview of the Campaigns section and it's functionality:: The Campaigns are made up of lists that contain leads. Which you can then assign agents utilizing the Matrix's predictive dialer to call these leads. You can ...
Agents View - Dashboard
This article will give you an overview of the dashboard from an Agents point of view: 1. You can keep track of total calls from this field: 2. Monitor the duration of your calls here: 3. Track your break intervals using this feature: 4. Check the ...
Dashboard
This article will navigate you through the available options of the dashboard. 1. Click "Dashboard" to navigate to the dashboard on the left-hand side. NOTE: You can navigate to the dashboard menu only if you have Admin or Manager permissions: 2. ...