Onboarding Guide
Go to leaddesk.com
First steps
Account setup
Admin accounts
Agents' accounts
Which account to choose?
Technical
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
The LeadDesk ecosystem
User interfaces
The LeadApp Store
LeadDesk Flows
Analytics and AI
Reports
Stagelight
AI Tools
Admin recap
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
First steps
Planning your call center, essential links and GDPR.
Account setup
Creating and managing accounts.
Getting started with Outbound
An outbound call center setup.
Getting started with Omni
A multichannel/inbound contact center setup.
The LeadDesk ecosystem
User interfaces, Apps, Add-ons and Flows.
Analytics and AI
Reports, Stagelight, and AI tools.
Admin recap
Playful 10-minute time challenge.
Agents - Outbound
Onboarding for Agents using the Outbound Agent UI.
Agents - Omni
Onboarding for Agents using the Omni Agent UI.