Help Guide
Agent User Guide
Agent User Guide Fall 2024 Release
Getting Started
App Navigation
App Basics
Agent Workflows
Supervisor Workflows
NetSuite Integration
Glossary
Agent User Guide
Additional Resources
IP Phone Users
Getting Started
Inbound and Outbound Call Handling
CRM Integrations
Desktop App Navigation
Chat
SMS/Text
Instant Message
Fax
Email
Admin Portal Help
Help Guide Overview
Portal Access
People Management
Global Settings
Contact Center Settings
Configuring Live Chat
Analytics & Reports
General Information
Dashboards and Reports
Building Reports
Contact Search
Supervisor Dashboard
Mobile App
Version Updates and Release Notes
Setting up the Contivio Mobile App
Basic Mobile App Functionality
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Help Guide
Agent User Guide
Agent User Guide Fall 2024 Release
Getting Started
App Navigation
App Basics
Agent Workflows
Supervisor Workflows
NetSuite Integration
Glossary
Agent User Guide
Additional Resources
IP Phone Users
Getting Started
Inbound and Outbound Call Handling
CRM Integrations
Desktop App Navigation
Chat
SMS/Text
Instant Message
Fax
Email
Admin Portal Help
Help Guide Overview
Portal Access
People Management
Global Settings
Contact Center Settings
Configuring Live Chat
Analytics & Reports
General Information
Dashboards and Reports
Building Reports
Contact Search
Supervisor Dashboard
Mobile App
Version Updates and Release Notes
Setting up the Contivio Mobile App
Basic Mobile App Functionality
Agent User Guide
Review features and functionality from earlier versions of the Contivio Toolbar & Softphone.
Frequently Asked Questions (FAQs)
Glossary
Using Landlines or Cell Phones with Contivio (Article)
Additional Resources
Common Supervisor Workflows
IP Phone Users
Polycom IP Phone Provisioning
Yealink IP Phone Provisioning
Getting Started
Logging into Desktop App and Chrome Extension (Video)
Initial Settings (Video)
Installing Contivio on your Mac or PC (Article)
Manage Break Status (Video)
Installing the Contivio Chrome Extension (Article)
Logging In to Contivio (Article)
Verification Code (Article)
Initial Settings (Article)
Setting Outbound Identity (Video)
Setting Outbound Category (Video)
Accessing Personal Voicemail (Video)
Using a Headset with Contivio (Article)
Softphone Remote Readiness (Article)
Media Notifications (Article)
Using Polycom IP Phones with Contivio (Article and Video)
Using Cisco IP Phones with Contivio (Article and Video)
Using Yealink IP Phones with Contivio (Article and Video)
Submitting a Support Ticket (Article)
Audio Settings (Article)
Contivio for Windows Installation Guide (Video)
See more
Inbound and Outbound Call Handling
Call Transfers (Video)
Smart Hold (Video)
Queue Callback (Video)
Queue Voicemail (Video)
Answering or Declining a Call (Article)
Voicemail (Article)
Voicemail Drop (Article)
Call Handling & Forwarding
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CRM Integrations
Inbound Screen Pop (Video)
Click to Dial (Video)
Link to Call (Video)
Logging Notes and Disposition Codes (Video)
Click-to-Dial (Article)
CRM & Call Data (Article)
See more
Desktop App Navigation
Start/Stop Record (Video)
Opt In and Out of Queues (Video)
Desktop App Navigation-Softphone (Article)
Desktop App Navigation-Toolbar (Article)
Media Display (Article)
Logging Out of Contivio (Article)
Supervisor Functions (Article)
Manage Break Status (Article)
Softphone Side Bar Navigation (Article)
Wrap Up Status (Article)
Directory List (Article)
Search History (Article)
Recent & Scheduled Calls (Article)
Scripts (Article)
Work Assignments (Article)
See more
Chat
Live Chat (Video)
Live Chat (Article)
SMS/Text
SMS (Video)
SMS & MMS (Article)
Instant Message
Instant Message (Article)
Fax
Fax (Article)
Email
Email