Scripting
A script that takes priority over a timed script.
What is a Holiday Script?
A Billing Status used for when a client is in a seasonal slump and will not be forwarding calls to us for a few months out of the year.
What is Dormancy?
The status used when SB does not automatically place you in video call status.
What is Meeting Status?
What is Billing & Reports?
This must always be updated whenever a new build is completed or edits are made that will affect the message data order.
Output Order
Used when a client signs up with us but is not prepared to forward their lines yet.
What is Delayed Billing?
Something that is always displayed in the background of SB.
The "You Matter" monthly newsletter/article
At one time this tab under Advanced Setting was visible to the client, and is no longer.
What is the Data tab?
A flow used if any person has specific instructions in patching or messaging
What is Individual Call Flow?
The Four Pieces of Information Needed to Add a New User, also known as, "Invite People" to the Client's Portal.
What is Name, Email, Access Level, and Account number?
A flow used if the instructions are the same for all people/departments.
What is Common Call Flow?
A D.I. (Decision Intersection) used if the client does not want to ask callers if this is an emergency.
What is "Did the caller say this is an emergency?"
On day 15 after a client has not made payment, this task will generate along with a transactional email.
What is Canceled for Non-Payment?
The 4 specialty teams that have their own team-specific DS assignee to reassign tasks to.
What is the CRM Integration, Porting, French Script, and Spanish Scripts.