smrtPhone Cloud Phone System

Jordan Samuel Fleming avatar Tudor Deak avatar Tudor Balescu avatar +2
35 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 2 others
Account Settings & General Setup

smrtPhone Overview - Account Settings

You will learn more about the Admin Panel and Admin settings present inside smrtPhone
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Written by Tudor Balescu
Updated over a week ago

User Settings - How to Configure

Learn how to modify the access and control your Users have within your smrtPhone account.
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Written by Georgiana Mirita
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
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Written by Tudor Balescu
Updated over a week ago

Webhooks from smrtPhone

Use events in smrtPhone to trigger actions in your other software systems (i.e. your CRM)
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Written by Georgiana Mirita
Updated over a week ago

Intro to Call Recording

Better understand how to set up and manage inbound and outbound call recording.
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Written by Georgiana Mirita
Updated over a week ago

smrtPhone Overview - Admin Dashboard

In this video we will do a quick overview of the Admin Dashboard inside smrtPhone
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Written by Tudor Deak
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
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Written by Tudor Balescu
Updated over a week ago

smrtPhone Admin - Addresses

Certain country regulations require company addresses to complete phone number purchases. (Not currently in the U.S.)
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Written by Tudor Deak
Updated over a week ago

Call Logs and Text/SMS Logs

How to use the smrtPhone web app to look at your Call and Text (SMS/MMS) activity for any given month
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Written by Tudor Deak
Updated over a week ago

How to upload contacts to smrtPhone

smrtPhone pulls your contact lists from your CRM (Podio or Salesforce) and syncs automatically
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Written by Ellen Sluder
Updated over a week ago

Verified Caller ID

An alternative to porting, verified Caller ID allows limited use of a non-smrtPhone number from within the system.
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Written by Tudor Deak
Updated over a week ago
Inbound Calls - Building a Call Flow

How to Build an Incoming Call Flow

Use Flow Builder to direct smrtPhone on where to route your inbound calls
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Written by Ellen Sluder
Updated over a week ago

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

Understanding call flows and setting how the system handles incoming phone calls and text messages.
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Written by Tudor Deak
Updated over a week ago

Setting Business Hours (Business Hours Applet) - Call Flows

The Business Hours Applet lets you set different rules for how calls should be handled during or outside business hours
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Written by Tudor Deak
Updated over a week ago

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

How to use the Dial Applet to determine which users/groups will receive calls that come in on a specific phone number
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Written by Tudor Deak
Updated over a week ago

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

Within the Dial Applet - Learn how to ring all members of a Group at the same time
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Written by Tudor Deak
Updated over a week ago

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

How to customize the message your users will hear when a call is routed to them
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Written by Ellen Sluder
Updated over a week ago

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

Learn how to evenly distribute inbound phone calls among agents within a group, while providing superior service to your clients.
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Written by Tudor Deak
Updated over a week ago

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

Step-by-step instructions for building an Interactive Voice Response menu that allows callers to choose their path.
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Written by Tudor Deak
Updated over a week ago

Allow callers to opt out (DNC Applet) - Call Flow

Allow your leads to let you know they don't want to hear from you by adding themselves to your DNC List
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Written by Ellen Sluder
Updated over a week ago