Hipcall 201 – How to setup Hipcall
Account
Role settings
4 Topics
What is a role and permission?
Creating a new role
Editting an existing role
Deleting an existing role
User settings
4 Topics
User list
Invite a user
Suspend a user
Reactivate a suspended user
E-mail Settings
1 Topic
Creating an generic e-mail signature
Communication
Communication tags
5 Topics
What is communication tag?
How users use communication tags?
How to add a new communication tag?
How to edit an existing communication tag?
How to delete an existing communication tag?
Contacts
Contact tags
5 Topics
What is contact tag?
How users use contact tags?
How to add a new contact tag?
How to edit an existing contact tag?
How to delete an existing contact tag?
Customer service
Ticket group
4 Topics
What is ticket group?
How to create a new ticket group?
How to edit an existing ticket group?
How to delete an existing ticket group?
Ticket group tags
5 Topics
What is ticket group tag?
How users use ticket group tags?
How to add a new ticket group tag?
How to edit an existing ticket group tag?
How to delete an existing ticket group tag?
Sales
Pipeline settings
4 Topics
What is sales pipeline?
How to create a new sales pipeline?
How to edit an existing sales pipeline?
How to delete an existing sales pipeline?
Tasks
Task list
4 Topics
What is task list?
How to add a new task list?
x How to edit an existing task list?
x How to delete an exiting task list?
Task tags
5 Topics
What is task tag?
How users use task tags?
How to add a new task tag?
How to edit an existing task tag?
How to delete an existing task tag?
Phone system
Phone Settings
4 Topics
What is call record and how to setup it?
What is auto-uptake follows up to missing call and how to setup it?
What is SLA and how to setup it?
What is short abandoned call and how to setup it?
Extensions
3 Topics
What is an extension and their type?
How to list all extensions?
How to add a new internal number to an existing user?
Numbers
5 Topics
What is a VoIP number?
How to list all your numbers?
How to add a new number to Hipcall?
How to edit an existing number?
How to suspend and deactivate a number?
Greetings (IVR)
5 Topics
What is greeting and IVR?
How to list all greeting messages at Hipcall?
How to add a new greeting at Hipcall?
How to edit an existing greeting at Hipcall?
How to suspend and deactive an existing greeting at Hipcall?
Teams (Queues)
5 Topics
What is team?
How to list teams at Hipcall?
How to add a new team at Hipcall?
How to edit an existing team at Hipcall?
How to suspend and deactive an existing team at Hipcall?
Voicemail
Developers
API
3 Topics
What is API?
How to create a API token?
x How to delete an existing API token?
Webhooks
3 Topics
What is webhook?
How to create a new webhook setup?
How to delete an existing setup?
Conclusion
x The end
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Pipeline settings
Hipcall 201 – How to setup Hipcall
Pipeline settings
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What is sales pipeline?
How to create a new sales pipeline?
How to edit an existing sales pipeline?
How to delete an existing sales pipeline?
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