Onboarding Guide
Go to leaddesk.com
First steps
First steps
Account setup
Admin accounts
Agents' accounts
Which account to choose?
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
Back to home
Onboarding Guide
First steps
First steps
Account setup
Admin accounts
Agents' accounts
Which account to choose?
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
First steps
Planning your call center, essential links and GDPR.
What should you consider when planning your call center?
What are the essential links every LeadDesk admin should have?
What are the GDPR considerations for LeadDesk?
