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Functional Docs

14
  • Conference & Call Transfer
  • WorkDial Dashboard – Complete User Guide
  • Mobile Call Feature – Simple & Detailed Explanation
  • Smart Panel (Agent Workspace)
  • In-Call Controls (Mute, Hold, Transfer, Conference)
  • Taking Notes & Call Dispositions
  • Sending SMS/MMS During a Call
  • Accessing Related Records During Calls
  • Routing Methods in WorkDial
  • Business Hours & Out-of-Hours Routing
  • Offline Routing Scenarios
  • IVR Setup & Logs
  • Creating a Batch Call List
  • Explore WorkDial Smart Dialer
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Get Started

17
  • Subscription Purchase and Management Guide (Step-by-Step)
  • Setup
    • 1. Package Installation
    • 2. Twilio Signup, Account Upgrade, and Number Acquisition
    • 3. Connect Twilio and WorkDial in Salesforce
    • 4. Users Assignment at Call Centre 
    • 5. Add the Dialer to the App Menu (Utility Window)
  • Basic Configuration
    • CTI Number Setup Guide (Using Twilio Integration)
    • CTI Number Setup Guide (Step-by-Step)
    • Batch Calling Setup and Usage Guide
    • Call Settings
    • Country & Number Configuration
    • Business Hours & Offline Routing
    • Object Preferences for Incoming Calls
    • Caller ID & Name Field Configuration
    • General Settings
    • How to Add the CTI Dialer
    • Smart Panel — Your Complete Salesforce CTI Dialer Interface
View Categories
  • Home
  • Docs
  • Functional Docs

Functional Docs

  • Conference & Call Transfer
  • WorkDial Dashboard – Complete User Guide
  • Mobile Call Feature – Simple & Detailed Explanation
  • Smart Panel (Agent Workspace)
  • In-Call Controls (Mute, Hold, Transfer, Conference)
  • Taking Notes & Call Dispositions
  • Sending SMS/MMS During a Call
  • Accessing Related Records During Calls
  • Routing Methods in WorkDial
  • Business Hours & Out-of-Hours Routing
  • Offline Routing Scenarios
  • IVR Setup & Logs
  • Creating a Batch Call List
  • Explore WorkDial Smart Dialer
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WorkDial

WorkDial is the only 100% native CTI built for Salesforce. Trusted by Sales, Support, and RevOps teams to power secure, real-time conversations directly inside Salesforce.

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