SnapCall

Alessandro Angioni

SnapCall workspace (Dashboard, insights, users)

How does the Dashboard works?

Why can't I see my recording on the dashboard list?

Who has access to the Dashboard?

Is it possible to restrict users from accessing a Dashboard?

How can I access the Dashboard?

Quick guide to get familiar with our Dashboard and the features accessible from there

Dashboard - general overview

Introduction to SnapCall Insight

Can I compare data in my insights?

Can I schedule a report?

Where can I download my videocall's data?

Can I download all my recordings at once in my workspace?

Snapcall Insights

Overview to Public Pages

Which fields and actions can I customize on the Public Page?

Are public pages free of charge?

How many Public Page can I create?

Does Public Page support multilanguage?

How will my agents be notified of incoming media from clients?

How to configure and set up a Public page?

Which actions can an end user submit from a Public Page?

Can an end user schedule a call?

Introduction to dynamic fields in Public Page URL

Connect and manage your Public Page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.