Onboarding Guide
Go to leaddesk.com
Getting More from LeadDesk
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
Back to home
Onboarding Guide
Getting More from LeadDesk
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
Getting More from LeadDesk
Reports, Stagelight, and AI tools
Reports
How do I see what is happening today?
How do I create a report?
How do I create a custom report?
What other reporting options are available?
Stagelight
Introduction to Stagelight
What is Stagelight?
AI Tools
What is the AI Analyst?
What is the AI Writer?
What is the AI Call Summariser?
What is the AI Call Transcriber?
Explore the LeadDesk ecosystem
What can I find on the LeadApp store?
What are flows?
Omni, Talk, Mobile interfaces
How can I set up a mobile agent?
