smrtPhone Cloud Phone System
How to set up and use the smrtPhone account, customization and using the voice/text capabilities of your smrtPhone system.
🕮 General Acknowledgment
- Retrieving URL for Recordings
- Setting up a smrtPhone Account for Use in Your CRM
- smrtPhone Release Notes
- smrtPhone - 'My Account' Settings
- smrtPhone Affiliate Partners
- Phone Number Type Lookup
- Abstrakt.ai Pro Plugin
- Overview - Navigation & Menus of the Web Application
- ObjectionProof
- Slack Integration
- A Simple Initial Setup of smrtPhone
- smrtPhone's Referral Program
- Hardware and Software Best Practices for Using smrtPhone
- API for Pulling SPAM from Your CRM
⛯ Account Settings & General Setup
- Verified Caller ID
- How to Manage Recording Storage
- Using the Media Manager
- smrtPhone Overview - Admin Dashboard
- Webhooks from smrtPhone
- smrtPhone Admin - Addresses
- How to Upload Contacts to smrtPhone
- smrtPhone Overview - Account Settings
- How to Change Your Time Zone in smrtPhone
- Overview of Call Recording
- View Communications Logs
- How to Configure User Settings
- How to Create smrtPhone Login Credentials
𐀪𐀪 User & Team Management
# Phone Number Management
- Basic Requirements for Buying a non-U.S. Phone Number
- How to Remove a Phone Number
- How to Add a Friendly Name to Your Phone Number
- Managing Toll-Free Number SMS/Text Messaging
- Mandatory Steps in Buying International Phone Numbers
- How Do I Buy a Phone Number?
- How to Manage Your Phone Numbers
- Can I Use my Existing Phone Number with smrtPhone?
⤿ Inbound Calls - Building a Call Flow
- How to Add a Number to Your Spam List
- How to Duplicate a Call Flow
- Setting Who Receives a Call (Dial Applet) - Call Flows
- Voicemail Setup - Call Flows
- How to Build an Incoming Call Flow
- Distributing Calls Among Agents (Round Robin Applet) - Call Flows
- How the Whisper Message Feature Works (Dial Applet Options) - Call Flows
- Play Announcement (Greeting Applet) - Call Flow
- Allow Callers to Opt-Out (DNC Applet) - Call Flow
- Setting Business Hours (Business Hours Applet) - Call Flows
- Overview of Inbound Communications, Calls, and Text/SMS - Call Flows
- Creating a Phone Menu (IVR Menu Applet) - Call Flows
- Customize Your Virtual Assistant (smrtAgent Applet) - Call Flows
🖂 Inbound Text Messages - Building an SMS Text Flow
- Mark Unwanted Texts as Spam
- Setting Business Hours (Business Hours Applet) - SMS Flow
- Setting an Automatic Text Reply (Save & Reply Applet) - SMS Flow
- Trigger Webhook Setting in SMS Flow | smrtPhone Help Center
- SMS Notification - SMS Flow
- Inbox - How to View Text Messages and Listen to Voicemail on the Web App
- Setting up Your smrtPhone Phone Numbers to Receive SMS/MMS
- Create a Texting Menu (Menu Applet) - SMS Flow
- How to Build an Incoming SMS/Text Flow
- Receiving Incoming Text Messages (SMS Inbox Applet) - SMS Flow
☆ Pro Features provided by smrtPhone
- Activate Call Monitoring for Outbound Calls (Pro Feature)
- Calendar - Follow Up Meetings
- Warm Transfer & Group / Conference Calling (Pro Feature)
- Setting Up Geo Caller ID for Your Users (Pro Feature)
- How to Use Call Monitoring (Pro Feature)
- How to Join to a Call (Pro Feature)
- How to Use Whisper (Pro Feature)
- Hold Call (Pro Feature)
- AI Tools - smrtAgent (BETA)
- Call Waiting
- AI Tools - Summary and Transcript
- Activate Call Monitoring on Inbound Calls (Pro Feature)
✆ Using the Dialer inside smrtPhone
- Transfer Calls while Using the smrtPhone Dialers
- How to View Call or Lead in CRM from the smrtPhone Dialer or Chrome Extension
- How to Change your Audio Settings in the smrtPhone Dialer
- Contacts Page on Web App
- How to Change your Caller ID
- Seeing Missed Calls in the smrtPhone Dialer
- smrtPhone Video Calling
- Web App Dialer: Making a Call and Sending a Text
- Receiving a Call in the Dialer