Setting up smrtPhone Standard and smrtPhone PRO Features

A simple initial setup of smrtPhone

This short video will give you a simple walk through of how you can easily set up smrtPhone in your system.

Written by Tudor Deak
Updated over a week ago

smrtPhone Overview - Admin Dashboard

In this video we will do a quick overview of the Admin Dashboard inside smrtPhone

Written by Tudor Deak
Updated over a week ago

Account Settings & General Setup

smrtPhone Overview - Account Settings

You will learn more about the Admin Panel and Admin settings present inside smrtPhone

Written by Tudor Balescu
Updated over a week ago

How to Manage Recording Storage

How to View and Manage your Call Recording Storage

Written by Tudor Balescu
Updated over a week ago

How to change your Timezone in smrtPhone

Learn how to change your timezone in order for it to match your location

Written by Tudor Balescu
Updated over a week ago

How to enroll into the Beta Program

By enrolling into the Beta program, you will enable all the beta features

Written by Tudor Deak
Updated over a week ago

smrtPhone Overview - Logs Call & SMS Logs

We will show you how to use the smrtPhone web app to look at your Call and SMS Logs

Written by Tudor Deak
Updated over a week ago

User & Group Management

What can an administrator do?

What can your users do in smrtPhone if you make them an administrator

Written by Jordan Samuel Fleming
Updated over a week ago

What is a "Group" and how can they be used?

Written by Jordan Samuel Fleming
Updated over a week ago

How to remove users from smrtPhone

Written by Jordan Samuel Fleming
Updated over a week ago

What will your users see if you invite them by Podio?

Written by Jordan Samuel Fleming
Updated over a week ago

What is the difference between a user invited by Podio and one by Email?

Understand the difference between a user invited by Podio and one by Email.

Written by Jordan Samuel Fleming
Updated over a week ago

How to add new users to smrtPhone

A quick guide on how to add new users to your smrtPhone account.

Written by Jordan Samuel Fleming
Updated over a week ago

Understanding how to manage your users and groups

In this video, we will explore the smrtPhone Users Tab and how you can best control and manage users

Written by Tudor Deak
Updated over a week ago

Understanding and Setting Up Call Flows

Call Flows - Overview of Inbound Communications, Calls and Text/SMS (Admin)

Understanding call flows and setting how the system handles inbound phone calls and text messages.

Written by Tudor Deak
Updated over a week ago

Call Flows - Setting Business Hours (Business Hours Applet)

How to use the Business Hours Applet within smrtPhone Call Flows to determine what happens during and after the work day.

Written by Tudor Deak
Updated over a week ago

Call Flows - Setting Who Receives a Call (Dial Applet)

How to use the Dial Applet to determine which users/groups will receive calls that come in on a specific phone number

Written by Tudor Deak
Updated over a week ago

Call Flows - How the Simultaneous Call Feature Works (Dial Applet Options)

Within the Dial Applet - Learn how to use the Simultaneous Call Feature

Written by Tudor Deak
Updated over a week ago

Call Flows - Distributing Calls Among Agents (Round Robin Applet)

Learn how to evenly distribute inbound phone calls among agents within a group, while providing superior service to your clients.

Written by Tudor Deak
Updated over a week ago

Call Flows - Creating a Phone Menu (IVR Menu Applet)

Step-by-step instructions for building an Interactive Voice Response menu that allows callers to choose their path.

Written by Tudor Deak
Updated over a week ago

Call Flows - Voicemail Setup

How to use recordings in Call Flows

Written by Jordan Samuel Fleming
Updated over a week ago

Working with SMS/MMS in smrtPhone

Setting up your phone numbers to receive SMS/MMS

In this article you will learn how to set up your phone numbers flows to receive SMS/MMS

Written by Jordan Samuel Fleming
Updated over a week ago

Can I receive MMS messages with smrtPhone?

Receiving MMS Messages in your smrtPhone Podio system

Written by Tudor Deak
Updated over a week ago

Phone Number Management

How to manage your phone numbers

In this video, we will explore how to work with phone numbers inside smrtPhone

Written by Tudor Deak
Updated over a week ago

Can I use my existing phone number with smrtPhone?

Yes, you can port your phone numbers to smrtPhone.

Written by Tudor Deak
Updated over a week ago

How to remove a phone number

How to remove a phone number from your smrtPhone account?

Written by Tudor Deak
Updated over a week ago

Voicemail Settings and Media Manager

How to set up individual user's voicemail recording

Written by Jordan Samuel Fleming
Updated over a week ago

How to set up Voicemails

In this video you will learn how to set up voicemails for your users and your group inboxes.

Written by Tudor Deak
Updated over a week ago

Using the Media Manager

How to import, view or rename your Audio Recordings for use in call flows, voicemails and smrtDialer

Written by Tudor Balescu
Updated over a week ago

PRO - Understanding and Setting up Call Monitoring

PRO - Understanding how Call Monitoring Works

Understanding the basics behind how you can monitor inbound and outbound calls as they happen in your system.

Written by Jordan Samuel Fleming
Updated over a week ago

How to set up call monitoring on inbound calls

Enable Call Center Pro features (Monitoring, Barging, Whispering, Warm Transfer and Hold Music) for your incoming calls

Written by Tudor Deak
Updated over a week ago

How to set up call monitoring on outbound calls

How to enable Call Center Pro Features (Barging, Whispering, Warm Transfer and Hold Music) for Outbound Calls

Written by Tudor Deak
Updated over a week ago

The Barge Feature

How to join a 3 way call between you, your agent and the other person on the line

Written by Tudor Deak
Updated over a week ago

The Whisper Feature

How to consult with an Agent without being heard by the other person on the line

Written by Tudor Deak
Updated over a week ago

PRO - Understanding and Setting up Geo Caller-ID Management

How to manage Geo Caller ID for your users

How to enable and set up Geo Caller ID inside smrtPhone

Written by Tudor Deak
Updated over a week ago

How to set up a default Caller Id for your agents

Learn how to define a default Caller ID for your agents

Written by Tudor Balescu
Updated over a week ago

PRO - Understanding and Setting up Sticky Caller-ID Management

How to use Sticky Caller ID

How to enable and set up Sticky Caller ID inside smrtPhone

Written by Tudor Balescu
Updated over a week ago

Podio Integration Features

Changing how smrtPhone is set up with your Podio System

Written by Jordan Samuel Fleming
Updated over a week ago

How to add in new call dispositions to your smrtPhone Communications App

Written by Jordan Samuel Fleming
Updated over a week ago

How to Link smrtPhone to Multiple Workspaces and Apps

This article shows you how to set up your smrtPhone communications app so you can link to multiple apps

Written by Jordan Samuel Fleming
Updated over a week ago

Sending texts from Podio using the SMS API and GlobiFlow (Citrix Podio Workflow Automation)

Documentation for SMS API

Written by Tudor Deak
Updated over a week ago

How to create custom Inbound/Outbound Statuses

How to add new Inbound/Outbound Buttons

Written by Tudor Deak
Updated over a week ago

Setting Up IP Phones or SoftPhones

Where I can find my VoIP username and password?

Finding your VoIP username and password

Written by Tudor Balescu
Updated over a week ago

Setting Up Bria or an IP Phone

How to set up Bria

Written by Tudor Deak
Updated over a week ago