Activating a User vs. Activating a Salesperson: Differences
Understand the difference between activating a user (platform access) and activating a salesperson (operational role with license) in Vixiees.
Configuración
8 articles
Contact Unassignment Upon Entering a Sales Brain (Playbook)
When a contact enters a playbook with the 'First available' strategy, the previous salesperson is unassigned for fair distribution.
Permission to Hang Up Calls
Restrict salespeople's ability to hang up calls in specific Sales Brains (Playbooks), ensuring they complete conversations.
Sales Brain (Playbook) Selection for Contacts
How Vixiees selects the initial playbook for new contacts: by phone number, web form, or default playbook.
Salesperson Assignment and Unassignment in Sales Brains (Playbooks)
Manage which salespersons receive tasks in each playbook: add users, configure daily limits, and understand what happens to tasks when removing users.
Team Sub-Assignment in Backoffice and Middleoffice
Assign task templates to specific backoffice or middleoffice teams so tasks are distributed only among the selected team's members.
User Deletion and Deactivation
User deactivation system that preserves history: deactivating a license frees costs, deactivating a user suspends access.
Vacation Mode and Contact Reassignment
Configure vacation mode for absent users: contact reassignment options and transferable task management.