Matrix
Matrix Settings - Integrations
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 some of the products which we integrated with the Matrix. 4. Click the ...
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 ...
Matrix - Settings Customization
1. Click "Settings" to navigate to the settings of the Matrix on the left-hand side of the menu. 2. Click "Custom Fields" to navigate to the custom fields tab. 3. Click "Create" to create a new custom field that can be filled by your agents. You can ...
Matrix - Settings Organization
1. Click "Settings" on the left-hand of your Matrix to navigate to the settings tab. 2. Click "General" to navigate to the general settings of your Organization. 3. At this page you will be able to choose the Time Zone of your server. PS: This does ...
Matrix Reports - Schedule reports
1. Click "Scheduled" on the left-hand side to navigate to the scheduled reports page. 2. Click the "Search anything..." field to search for an already created rule. 3. Here you can monitor your scheduled rules. 4. Click 'actions' to edit or delete a ...
Matrix Reports - Agents tab
1. Click "Agents" to navigate to the agent's tab of the reports section in the Matrix. It is located on the left-hand side of the screen as a menu option. 2. Click the "Filters by user" field to search for a specific user. 3. Click the "Date" field ...
Matrix Reports - Calls
1. Click "Calls" to navigate to the Reports calls tab. 2. Click "Status" to choose for which KPIs you would like to get a report. PS: You can choose multiple options. 3. Click the "Filters by" field to apply campaign filters. 4. Click the "Date" ...
Matrix Reports - Call history
1. Click 'Call History' to navigate through the Call history tab in the Matrix reports. 2. Choose for which campaigns you would like to get a report. 3. Click the "Date" field to choose for which date you would like to get a report. 4. Click the ...
Matrix - Users
1. Click "Users" to navigate to the users tab in the Matrix on the left-hand of your screen where the menu options are. 2. Click the "Search anything..." field to search for a specific user. 3. Click the "Filters by Roles , Profiles or Groups" field ...
Matrix - Leads
1. Click "Leads" on the left-hand side to navigate to the leads tab. 2. Click the "Search" field to search for a specific phone, name, lead id, etc. 3. Click the "Filters by Lists or Campaigns" field to apply the filters for a specific campaign or ...
Matrix - Lists
1. Click "Lists" on the left-hand side to navigate to the lists tab. 2. Click the "Search anything..." field to search for a specific lead list. 3. Click the "Filters by Lists or Campaigns" field to apply the filters for a specific campaign or list. ...
Matrix - Callbacks
1. Click "Callbacks" to go to the callbacks menu on the left hand's side. 2. Click the "Search anything..." field to search for a specific callback. 3. Click here to filter by campaign or agent. 4. Click this button to copy basic information for your ...
Matrix Campaigns
1. Click "Campaigns" to navigate to the campaigns tab. 2. Click the "Search field" to look for a specific campaign in your campaign list. 3. Via this field, you can filter the active and inactive campaigns. 4. Select "Active" or "Inactive" to apply ...
Matrix Agents View
1. Here you can monitor the Total Calls. 2. Here you can monitor the Calls Duration. 3. Here you can monitor your pause breaks. 4. Here you can check the paused duration. 5. Here you can check your sales. 6. Here you can check your callbacks. 7. ...
Matrix - Dashboard
This guide will navigate you through the available options of the dashboard. 1. Click "Dashboard" to navigate to the dashboard on the left-hand side. PS: You can navigate to the dashboard menu only if you have Admin or Manager permissions. 2. Here ...