By default, all calls will be imported into the default campaign folder you've already selected. Step 6: (optional) Back in the Integration Management screen, click Manage Users on the right of the screen. If left blank, calls will not be filtered based on length. As soon as the new folder exists, it'll be available in the dropdown here.ĥ.3 : (Optional) Enter a minimum and/or maximum duration for the calls. If you want to create a new folder now, open the Folders link from the main navigation on the left into a new browser tab. If you don't see this, repeat the authorization process by clicking the blue Re-authorize button.ĥ.2: Choose a campaign folder you want the Aircall calls to go into by default. Back in Refract in the main window, you should see a message pop up in the lower right that the authorization was successful. Once that's done, the smaller browser window should close. If you're connecting multiple, choose to skip this step. your team share a single Aircall number), choose it now. If you're only connecting one number (e.g. Once you're logged in, it'll ask for permission.
This needs to be a user with Admin privileges in Aircall. If you're not already logged in to Aircall, it'll prompt for your login details. Step 4: Click the blue Authorize button towards the top of the screenĪ new window will open. Click Edit on the Aircall integration (if no Aircall option appears in this screen, contact Refract Support to make sure we’ve enabled this for your account). Step 3: Within the Accounts screen, click Integrations. (If you’re setting the integration up within a sub-account in Refract, switch into that now before proceeding). Step 1: Let us know that you wish to add an Aircall integration so we can enable this on your account either contact your Customer Success Manager or drop us an email to 2: Once we've confirmed that the Aircall component has been installed on your Refract account, log in to Refract ( ) with an Admin user account, then click Accounts from the main navigation bar on the left. You'll also need the login details of an Admin user in Aircall. Before starting we recommend you check your recording settings for any relevant numbers o n Aircall by going Dashboard > Numbers > click into a number > click Settings in the top right. You'll need to be recording your calls on Aircall for any to pull in. The process should be fairly simple if you follow the below instructions, however we are on hand and happy to answer any queries if you wish to contact us.
Aircall knowledge base manuals#
Develop and oversee the production of classroom like instructional materials, aids, and manuals.Build a training program and own continual education initiatives for new and existing employees.Your Mission Identify training needs across the team through benchmarking, team meetings, and one-to-one sessions with individuals ) to identify and create content for our Knowledge Base.
You’ll work closely with our global Customer Care team (New York, Paris, Sydney and remote) to coach the team, and work cross-functionally with other teams (Product, Marketing, Success.
As a Knowledge & Training Specialist, you’ll be an advocate for our customers and the heart of Aircall by promoting product education and a culture of learning internally.