Myphoner

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Getting started with Myphoner as an agent

Setting Up Your Account - Agent

Scheduled, claimed, work log and calls & recordings tabs!

Understanding the Call Tab

Where and how to setup your preferences in Myphoner

Your Preferences

Working Preferences

Setting Up Your Dialler

Learn how to setup & use Myphoner Voice as an agent

Using MyPhoner Voice - Agent

Send and receive email through your existing email account inside Myphoner

Connect and use your Gmail or Outlook Email

Your Email Signature

Change what type of notifications you receive

Notifications

Leads

Understanding the Queue

Comments & Actions

Time Tracking with Myphoner

Learn how to utilize voicemail drop as an agent

Using Voicemail Drop

Easily add text messaging to your user profile

Add Text Messaging to Your User Account

Learn how to send text messages directly in Myphoner

Sending Texts in Myphoner

Learn what the lock icon means and how it works

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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.

{appName} in 60 seconds

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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