1. Set Call Cap Rules
Manage how many calls your agents or agency can make using call caps.
2. Configure Script Settings
Control which scripts agents see during outbound calls.
By default, agents see the default script if they aren’t assigned to a queue.
Queue-based scripts take priority and appear first when agents are in a queue.
3. Manage Blocked Leads
Use this setting to prevent specific leads from being contacted again.
4. Add Custom Fields
Create personalized data fields to capture more information from incoming leads.
Click Add Field, enter a field name, and define a variable.
Fields can be text or numeric based on what data you need to collect.
5. Add Custom Buttons
Add action-based buttons that appear on lead profiles.
Click Add Button, give it a title, and enter a URL.
You can also assign a variable to pass lead-specific data to your URL.
6. Create Talk Buttons
Talk buttons play pre-set audio during live calls.
Favorite buttons appear directly on the main call interface.
Others are available from a dropdown menu.
Click Add Button, choose a title, and either:
Type a message to be read aloud by AI, or
Upload your own custom audio.
📌 Tip: Use Talk Buttons for disclosures, reminders, or branded messaging during calls.