For administrators

User setup

• Add, edit or remove users
• Configure end points for users
• Give users admin rights
• Reset a user's password
• Setting up company phone numbers
• Assigning personal numbers to users

Zoho Integration

• Zoho Two Factor Authentication and Ring.io
• Ring.io Zoho CRM Integration via the Zoho CRM API
• Ring.io Zoho CRM Integration via PhoneBridge API

Salesforce Integration

• Salesforce.com Integration Instructions
• Ring.io Managed Package for Salesforce
• Salesforce Call Center integration
• Setting up basic Standard and Custom Fields for Salesforce

List Dialer

• List Dialer Overview
• Building Dialer Lists
• Static Lists
• Dynamic Lists
• Sales Prospecting Cadence
• How to build a 3-touch cadence with dynamic lists
See all 7 articles

Auto-attendant

• Auto-attendant Greeting
• Auto-attendant Routing
• Department call routing options
• Setting up after hours & holidays
• Dial By Name
• Enabling extensions

Caller experience

• Auto-attendant or IVR?
• Enable and use welcome back routing
• Create your own audio greeting for Ring.io
• Get a professional customized voice greeting
• On hold music
• IVR Voice Menus
See all 9 articles

Data Collection

• Next Actions
• Dispositions

Advanced features

• Live Monitor
• Call Queueing / ACD
• Ringio Reporting and Call Analytics
• For Developers: API Access to Ringio Data
• Ringio Integration with Highrise