FAQ and support documentation for CallPage

Olga Walaszczyk

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1. Can I decide what number will display during call through CallPage? 

Caller ID is available from Premium plan. There are few options:

CallPage numbers - both - manager and  client will see CallPage number

Managers - each manager receives a call with his own number as a caller ID; customer receives with answered manager's number

Custom number - both manager and customer receives a call with the same custom number as a caller ID

Custom number/Customer - managers receive a call with customer's number as a caller ID; customer receives a call with a specified number as a caller ID

Customer - managers receive a call with customer's number as a caller ID; customer receives with answered manager's number

 

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General

Profile - here you can edit profile details such as: name, job title, phone number, e-mail, notifications (you can do it in My team >> Edit user as well)

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1. Widgets

Most of crucial settings you will find in Widgets tab. Let’s see what can be checked and configured here.

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1. In My team tab you can find all users of your account. Also there are useful information such as:

  • ID - each user has his unique ID number.
  • Availability  - indicates whether user is enabled on all widgets or not. 
  • Name - user's name (required). Here you can also see user's e-mail address (if any, since e-mail is not required).
  • Phone - user's phone number (required). This number will serve calls through CallPage. Here you can also verify numer (required if you use Caller ID other than CallPage numbers).
  • Role - here you can see user's role. There are the following options:

- Consultant - consultant has access to calls and recordings handled by her.

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In Calls tab you will find the history of calls with their statuses, information about leads and recordings and many more.

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