Admin Guide
Features and tools to manage the SmartReach portal.

Introducing LiveVox/SmartReach
Provides information about technical requirements and navigating the LiveVox/SmartReach portal.

Getting Started
All the information you need to set up the SmartReach portal.

Agent Workspace
Manage the agent experience, design desktops, set up accounts, create scripts, and manage tickets.

AI Virtual Agent
Automate customer interactions with the SmartReach Bot.

Contact Management
Learn how to use Contact Manager to store, organize, strategize, and maintain the contact records of your customers.

Integrations
Learn how to allow agents to handle customer calls directly from their Salesforce workspace.

Messaging Communications
Configure and monitor the Email, SMS, Chat , and WhatsApp channels.

Voice
Answer and place calls from anywhere while maximizing productivity and mitigating compliance risk.

Private Branch Exchange
Connect brick-and-mortar, back-office, and contact center services for smooth customer transitions.

Compliance
Compliance regulations ensure that we operate under the requirements of laws applicable to the industry.

Dashboards and Reporting
Learn how to manage your day-to-day operations and generate reports about LiveVox campaigns, agents, and performance.

Workforce Engagement Management
This section describes how to use the Work Force Optimization (WFO) feature in the SmartReach Portal.

Terminology
Key terms used within the LiveVox environment.