How do I set permissions and settings for a Client Account?

This section provides step-by-step instructions to set permissions like show/hide menus and Auto-sync options from your voice provider. Learn how to adjust menu options and auto sync seamlessly through your voice provider.

Client Account Permissions:

Manage client account permissions to control visibility of menus. Customize access by hiding or showing specific menus based on customer needs.

• Menu and Feature Access: Customize menus and features for the client.

  • Agents:  Show or hide the Agents menu, including system prompts.

  • Knowledge: Remove this menu if you don't want to show it to customers.

  • Analytics: Remove this menu if the customer does not require reports.

• Save Changes: Click "Save & Publish" after making updates.

Sub Account Settings: 

Set Auto Sync of Call log and Analysis Prompt:

• Call Log Sync: Enable auto-sync without requiring a separate webhook URL.

• Concurrent Call Limit: Set the maximum concurrent outbound calls allowed. For example, if the provider limit is 10, allocate 8 for outbound calls and reserve 2 for incoming calls.

• Save Credentials: Click "Save Credentials" after completing the setup.

Notes:

• Tap the “Clients” menu or “Access Account” buttons to navigate back or log in as a Client Account.