Onboarding Guide
Go to leaddesk.com
Welcome to LeadDesk
Into the Application
Admin accounts
Agents' accounts
Getting Started with Outbound
Sponsors and Offices
Phone numbers and mandates
Contact lists
Projects
Results and Outcomes
Products, Meeting calendars, Manuscripts
The agent experience
Inbound calls
Getting Started with Omni
Core concepts
Contact lists in Omni
Creating Omni projects
Agents and skills
Inbound email
Inbound calls
Flows
Webchat
Chatbot
Inbound SMS
Facebook messenger
Templates and canned messages
Conversations, Categories and Note Categories
Getting More from LeadDesk
Reports
Stagelight
AI Tools
Explore the LeadDesk ecosystem
Omni, Talk, Mobile interfaces
The Great LeadDesk Time Challenge
Outbound
Agents - Outbound
Agents - Omni
About Omni
Calls in Omni
Email in Omni
Callbacks, History and Searching
Conversations and categories
Mobile interface
Get Started with LeadDesk
Welcome to LeadDesk
Your first steps with LeadDesk and how to get support when you need it.
Into the Application
All things related to creating and managing accounts.
Getting Started with Outbound
Setting up an Outbound call center.
Getting Started with Omni
Creating contact lists, projects and outcomes. Setting up inbound channels for calls, emails, webchat, SMS and Facebook Messenger.
Getting More from LeadDesk
Reports, Stagelight, and AI tools
The Great LeadDesk Time Challenge
A summary of all you have learned.
Agents - Outbound
Introduction to the Outbound agent interface for call centers.
Agents - Omni
Introduction to the Omni agent interface for customer service.
