Account Menu

Aloware: Admins customize call, SMS, inbox, reporting settings for efficient operations.

Laarni D avatar
Written by Laarni D
Updated over a week ago

Aloware's Account Settings page empowers you to effortlessly update vital features that apply to your company settings, such as General Settings, Calling Settings, and Reporting.

This article gives an overview of these features and explains the impact of any changes on your account.

Please note that only admins have access to the Account menu in Aloware Admin.

To access these settings, log in to your Aloware account and navigate to the Accounts menu.

Here's a breakdown of the tabs within the Accounts Menu:

  1. General Settings - You can change your account name, set timezone, and broadcast setting preferences.

  2. Compliance - Apply business lines in the Compliance tab to avoid spam.

  3. Transcription Settings- Enable or disable transcription settings, customize the dictionary, and set keywords.

  4. Contact Settings - Adjust preferences for appointments, leads, and new lead recipients.

  5. Calling Settings - Users can configure settings for incoming, outgoing, and wrap-up calls, such as forcing users to always be available and defining wrap-up duration.

  6. Inbox Settings- Create company-wide inbox filters for calls, recordings, and messages.

  7. Power Dialer Settings - Define parameters for the power dialer line, triggers, and sessions.

  8. Reporting Settings - Set default report period, activity, and duration for efficient tracking.

  9. Contact Dispositions - Create a contact disposition that is specific to your business needs.

  10. Call Dispositions - Configure your call dispositions.

  11. Lead Sources - Add fields to identify your lead sources.

  12. Billing - Understand what's included in your plan, including usage details and international pricing.

  13. Usage - Know what's included in your plan. Generally, the usage dashboard displays:

    • Users

    • Local (phone, SMS, minutes, MMS used)

    • Toll-free (phone numbers, SMS, minutes, local MMS used)

    • Local minutes

    • Fax (sent, received)

    • Ringless Voicemail

    • Answering Machine Detections

    • International Text Messages

    • Emails Sent

    • Sequence Enrollments

  14. International Pricing - Know the call rates of supported countries.

  15. Imports - You can import contacts from this section and display the entire record list of imports.

    1. Click on the three-button menu, and click Show Import Logs.

    2. Click on the Timeline tab to display the progress of the import with the following statutes:

      • Queued - The import list is in the queue to start importing.

      • Re-queued - This is common on big imports, where the import process exceeds the maximum time a job should be executed - and the job will fail. The import process should be restarted, and the job will get re-queued. This status will track that instance.

      • Started - The import now started the actual import process.

      • Re-started - Instance on maximum execution time, the job has been restarted after re-queued.

      • Stopped - Manually stopped by the user.

      • Completed - The import process is done.

      • Failed - Import failed.

      • Import Stop Functionality - The user manually stops the import process.

  16. Exports - Export columns include Default Report Period, Daily Activity Reports, Daily Inbound SMS Report, Daily Outbound SMS Report, and Daily Spending Report. The status column displays if the report is finished, and you can download the report by clicking on the download button.

  17. Scripts - You can create user scripts for the team.

    1. Click +New Script and name it for easy understanding by your team.

    2. Add script and variables, then save.

    3. Click the Archive button to delete your scripts.

  18. SMS Templates - Add templates for sending SMS.
    โ€‹Using Templates:

    1. In the Message box, click the Template icon.

    2. Select the template you want to use.

  19. Shortened URLs - Setup your URLs to use in sending SMS or broadcast.

  20. Custom Contact Fields - Add custom contact fields that you can map in HubSpot or add to the contact information.

    1. To add a Custom Contact Field, from the Dashboard click on Accounts, then scroll to the right side. Click on Custom Contact Fields and then click "Add New".

      • Name - provide a name to your custom field.

      • Key - only lowercase characters, numbers, and underscores are allowed. Example: "middle_name".

      • Description - describe the field.

    2. There are ways to check if your new custom has been added to Aloware.

      • Custom Contact Fields Dashboard - Once you save the custom contact field details, it is displayed in the dashboard.

      • Contact - Navigate to the Contacts menu and select a contact. Go to the About this Contact section and navigate toward the custom contact field.

      • Click the Save button to successfully add your custom contact field.

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