Table of Contents
The Account Settings page allows you to update Aloware's universal features such as General Settings, Calling Settings, and Reporting.
This article provides an overview of these features as well as information on how changes to these features will affect your account.
Navigate to the Dashboard > Account to access these settings.
Name - Set a name for your account.
Timezone - Change the timezone of your account.
Default Homepage - Allow you to set the default homepage to Dashboard or Contacts.
Appointment Recipients - When a new appointment is created on Aloware, we will send a copy of an appointment via email to the list of recipients defined here.
Lead Recipients - When a new contact is created on Aloware, we will send a copy of contact information via email to the list of recipients defined here.
Default Contact Date Filter - Here you can set the default date filter on the contact page to either “Engagement” or “Created at”.
Appointment Recipients - Admin can assign emails to receive a copy of the user's appointments set on the calendar
Here's the sample screenshot of the Appointment Reminder:
Lead Recipients - when Aloware receives a Lead through API.email processor or other mechanisms to an email, it will automatically be forwarded to the assigned email address
Default Contact Date Filter - sets how the contact page should be sorted
SMS Reminder of Default Text - sets the template of an appointment reminder through text message
New Lead Settings
Default - Existing contacts re-added to Aloware or CRM integrated platform will not be considered as new lead
Treat Existing contacts re-added to the platform as new leads - if any existing contacts are re-added through Zapier, webhook, email, API, and FB lead gen form will not be considered as new leads
Reject and Archive Communications From Blocked Contacts - enabling this setting will reject and archive communications from blocked accounts
Wrap-up Duration - This is the time spent by a user doing after-call work (ACW) once they have concluded an interaction with the customer.
Force Wrap Up Settings - Force account wrap-up duration setting on all users
Inbound Call Recordings Use Line Default - Applies whatever setting is configured in the Line. Always Record - Overrides Line settings to always record the call. Never Record - Overrides Line settings to never record the call.
Outbound Call Recordings Use Line Default - Applies whatever setting is configured in the Line. Always Record - Overrides Line settings to always record the call. Never Record - Overrides Line settings to never record the call. Force Outbound Call Recording Settings - Force account outbound call recording settings on all users
Outbound Line - Selects a line when an agent is making an outbound call.
Force Outbound Line Settings - Force account outbound line setting on all users
Force Call Disposition (Beta) - Enabling this option will make the wrap-up timer paused, back button, callback, and agent status dropdown will be locked until the agent disposes of the call.
Call Recordings - Enabling dual-channel recording for calls will save the audio into two separate channels based on the source or speaker. For example, on a standard two-person phone call, a dual-channel recording would record the caller and the callee separately on the same audio recording.
Default Report Period - Sets a default duration of your report in the Dashboard, Reports, and Activity pages.
Daily Activity Reports - Enabling this option will send daily reports of calls & texts, new lead dispositions, and agent activities to Account Admins.
Send Activity Reports On - This allows you to set what time the report will be sent.
Send Activity Reports For - Choose between "Today" or "Last 24 hours" for the duration of reports to be sent.
Daily Inbound SMS Report - This allows you to receive daily inbound SMS reports. You can choose to receive the report once, twice, or thrice when you enable this option.
Daily Spending Report - Set this option to Every night to receive daily spending reports.