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Calls an assigned user, announces the contact, then connects the contact after confirmation. Identifier: call_connect.
Call an assigned user first, confirm the connection, and then bridge that user to the Contact from an Automation.
Set practical before/after buffers and reminder timing to reduce scheduling conflicts and missed appointments.
Add team members, activate their accounts, and confirm they can access the workspace with the right role.
Design role permissions so each team member has only the access they need to do their job.
Find and fix phone number routing and connectivity issues so calls and texts reach the right destination.
Use a structured checklist to diagnose why Facebook leads are not appearing in your workspace.
Connect Facebook lead integration and verify that incoming leads can sync into your workspace.
Assign at least one phone number to a user or team so calls and texts reach the right place.
Connect Stripe, verify account status, and confirm payout readiness so payment workflows run smoothly.
Complete SMS business registration correctly so your messaging status can move to approved and SMS sending can be enabled.
Complete SMS business registration and get approved so SMS messaging is available.
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