Start here to get your LiveVox Voice Portal up and running quickly. This guide includes the steps to start making calls within 15 minutes, basic configuration walk throughs, and where to get additional information or assistance.

Welcome

 Start Making and Receiving Calls

  • Login to your LiveVox Portal
  • Locate your Inbound Phone Number
  • Create your first Agent
  • Login as the Agent
  • Make your first Inbound Call
  • Make your first Manual Outbound Call
  • Check your Voicemails

Activity and Reporting

  • Monitor and Interact with Campaigns and Agents
  • Reporting Suite

Basic Configuration Guides

Add Portal Users

Add Contact Data into LiveVox

  • Substituting Values

Manage Your DNC Records

Outbound Dialing Service Creation

  • HCI – Human Contact Initiator
  • QC – Quick Connect
  • Preview

Use Segmentation to Filter and Create your Campaigns

  • Contact Manager
    • Advanced Filter
    • Make a Campaign
  • Segmentation
    • Create Segments (Filter Criteria)
    • Configure Service Build
    • Create the Scheduled Campaign Job

Inbound Contact Flow

  • Understand the inbound call flow
  • Add Your Company Name in a TTS Phrase

Route Calls to Agents within a Service Group

Return Data from LiveVox to Your CRM

Help and Customer Care

Help Center

  • Product Documentation Library
  • Developer Portal for APIs (Application Programming Interfaces)
  • Training - eLearning courses
  • System Status
  • Support (Customer Care)

Dynamic Help tool in the portal