All you have to do to access the Admin Panel is to head over to Admin --> Account Settings.

On the newly open page, you will be able to see the new interface that helps the admin of the account identify with ease all the general 'Account Settings'.

As an Admin you will have access to the 3 main tabs:

  1. Call Engine

A. General Settings

'The Outbound Dial Timeout ' gives you the option to set the amount of time it will take when placing an outbound call. It affects the browser phone and mobile apps when making outgoing calls.

'Hold Music' gives you the option to either select one of our default sounds or select one from your media manager in order to be played while the call is on hold.

B. Default Call Management

'Geo Caller ID' gives you the option to set whether your users will be using the Geo Caller ID or not. Setting the Geo Caller ID on ensures that numbers called from smrtPhone will respect the Geo Caller ID rules set for each member of the account. This can be overridden at the user level to give you greater control. This will be your Global Default Setting.

'Pro Dialing' gives you the option to set whether your users will be using Pro Dialing when they make calls or not. Setting Pro Dialing on here, ensures all calls will be able to be monitored in the call monitoring system. This can be overridden at the user level to give you greater control. This will be your Global Default Setting.

'Sticky Caller ID' gives you the option to automatically assign as the Caller ID the last number that was used to communicate with a certain contact when placing an outbound call. That means if someone calls in on a number, when we dial back we will automatically use the same number, regardless of any geo-caller id rules.

'Show Call Dispositions' gives you the option to set whether the ending call disposition will be shown or not after a call is terminated.

'Outbound Recording' gives you the option to enable Call Recording for outbound calls.

'Transcribe Voicemails' gives you the option to transcribe your Voicemails messages. The transcriptions can be found in your Communications App. An additional fee of $0.06/min will be applied.

2. Localization

'The Timezone' setting only applies to smrtPhone and it directly affects the Business Hours Flow and the timestamps present in the app.

'The Default Country for Phone Number Purchasing' setting applies to smrtPhone numbers. When you go to Admin ---> Phone numbers ---> Get a Number, it will default country selected when buying a number.

'Text to speech' gives you the option to choose the voice of the automated system that converts the written text inside your voicemails and greetings into spoken words.

3. Notifications

'Low Balance Notification' - When your balance reaches the limit that you have selected, you will be notified on your email to recharge your account.

For Podio Users: 'Silence Podio Notifications' - When a communication item is created, you will no longer receive any notification in Podio.

For Salesforce/ Left Main Users: This option does not affect your account.

Note: Some of the features presented here are available only with an active Pro subscription.


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