Setup Wizard
After first installation of Dialero app navigate to Setup page in Dialero Classic or Lightning Apps and follow the Setup Wizard process.
Dialero App Settings
- In Dialero Settings tab you will be able to:
- Update Twilio Credentials
- Update Default Assigned User
- Enable/Disable Call Recordings
- In Manage Numbers tab you will be able to:
- Edit phone friendly name
- Edit inbound routing for a phone
- Enable/Disable recordings for a specific phone
- Release phone number
- In Buy Numbers tab you will be able to:
- Search and purchase new phone numbers to use with Dialero
- In Caller Ids tab you will be able to:
- Validate any phone to use as Outgoing Caller Id
- Rename Caller Id
- In Queues tab you will be able to:
- Add new queues
- Manage queues
- In Manage Users tab you will be able to:
- Assign/Remove licences to users
- Enable/Disable Dialero for users
Add Dialero to any Lightning App
- Navigate to Lightning App Manager
- Setup » Apps » App Manager
- Edit the required Lightning supported app
- Click on Utility Bar tab
- Click on Add button next to Utility Bar Items
- Choose Open CTI Softphone
- Change the Label to Dialero
- Change the Panel Height to 276
- Click Save at the bottom of the page
- Click Done
Add Audio Message Files
- Navigate to Setup » Custom Code » Static Resources
- Click New button
- Set a name for the audio message and select the audio file to upload
- Select Public for Cache Control
- Click Save