Operations Settings

August 4, 2024

At the top of this page you can set operation hours – which sets the times that automated texts and emails can occur. Immediate texts and emails will always go out immediately, but delayed texts and emails and automated calls will only occur in your hours of operation. 

Be sure to set your time zone and click the Save Account Information button.

Here is a video to explain the Operations Settings – click to view

As you scroll down you can set your Holidays/Out of Office Dates by clicking the green plus and choosing your start and end dates, then save.

As we scroll further down we find the Incoming Customer facing Call Say Command. This controls how the system handles calls and is set up for you. You can make changes, note that we use tokens to indicate things like first name, last name, company name, and more.

You can select a token from the Select Token dropdown and it will be copied to your clipboard so you can paste it in wherever you want.