Catalyst

GET STARTED

Information you need to know to get up and running with administrating Edify today.

• Console portal workspaces overview

account menu

Users

• Add a new user 
• Configure a user's basic settings
• Set up a user's voicemail
• Configure user's queue settings
• Assign a user to a queue
• Log a user out of a queue

Groups

• Create a Team
• Create a Ring Group 

Equipment

• Configure IP Endpoints

More Account Guides

queue menu

Basic Queue Settings

• Add a new queue
• Assign a queue an extension
• Set recording permissions

Customize the Queue Workspace

• Customize interaction workspace
• Configure a wrap-up timer
• Create wrap-up codes

Waiting for an Agent

• Set up queue voicemail
• Define a maximum wait time
• Configure queue for when agents aren't available

More Queue Guides

workflows

• Get started with Workflows
• Configure Modules
• Update a Workflow
• Connect a Workflow to a phone number
• Connect a Workflow to a Web Chat
• Connect a Status Workflow to a Queue
• Connect an Embedded Workflow to a Queue
• Connect a Timed Workflow to a Queue

numbers menu

• Order a phone number
• Route inbound calls to a destination
• Route inbound text messages to a destination

cx menu

• Configuring Tags 
• Create a knowledge base article
• Upload an audio file
• Route inbound web chats to a destination

More CX Guides

ANALYTICs menu

OBJECTs menu

Coming soon!

API menu

Coming soon!