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Admin

Explore documentation on our main Admin settings within the Volie system.

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How to review Toyota Service Alerts in Telematic AlertsHow managers and agents review Toyota Service Alerts in Telematic Alerts and on the customer tab
How to set up Toyota Service Alerts & WarningsHow admins set up Toyota Service Alerts & Warnings with TMNA Dealer Code and Campaign Mappings
How to set up Interactive Voice ResponseHow admins create an IVR tree under Admin → Interactive Voice Response
How to manage Interactive Voice ResponseHow admins test-call an IVR and change hold IVR settings
How to set up Outgoing Caller IDsHow Super Admins add an Outgoing Caller ID in Admin
How to set up Communication Queue GroupsHow admins create a Communication Queue Group and add queues and users
How to review Communication Queue User SessionsHow admins see who is logged into communication queues
How to review Communication DispositionsHow admins search applied call, email, and message dispositions
How to review Flagged Opt OutsHow admins review Flagged Opt Outs and opt out a phone number
How to assign unmatched EmployeesHow admins assign an unmatched DMS employee to a Volie user
How to update an Employee in AdminHow admins edit an Employee’s job title, alerts, and contacts
How to set up Teams in AdminHow admins create a Volie Team and add members
How to set up Appointment TypesHow admins create Sale, Service, or Other Appointment Types
How to set up Appointment Scheduling HoursHow admins set appointment open hours by account, organization, or campaign
How to set up Scorecard TemplatesHow Super Admins create a Scorecard Template and generation criteria
How to review Scorecards in the InboxHow managers review and mark Scorecards Reviewed in the Inbox
How to set up Connect KeysHow admins create a Connect Key and save the secret key
How to set up Account PluginsHow Super Admins enable an Account Plugin in Admin
How to set up Pro-Max Click to CallHow do admins enable ProMax click-to-call in Volie CRM Subscriptions?
Campaign Inheritance: Campaign CatalogThe Catalog includes pre-built templates for common campaign types—such as Maintenance Due, Recalls, and Declined Services—and features both general and OEM-specific options.
How to set up Advanced DispositionsHow do admins create Disposition Groups and turn on Advanced mode for a campaign?
How to use Advanced Dispositions on campaignsHow do agents pick a Disposition Group in Communication Center and how do admins keep groups updated?
How to set up Microsoft Teams AlertsHow do admins connect Volie to Microsoft Teams and save Send Ready destinations for Pulse alerts?
How to send Pulse alerts to Microsoft TeamsHow do I attach Microsoft Teams destinations to a Pulse alert so alerts arrive in Teams?
How to set up GoTo Connect in VolieHow admins connect a GoTo phone system to Volie on Account → External Telephony
How to review GoTo calls in VolieHow to find GoTo calls in Pulse and confirm GoTo Connect is still linked
How to set up an organization logo for email brandingHow admins upload or replace an organization logo on Admin → Organizations → General
How to add an organization logo to email templatesHow to put [[organization_logo_url]] on an email template image in Volie
Campaign Inheritance: Creating a CampaignBelow, we’ll walk you through the steps to create a campaign. This campaign can function independently or be added to a Parent/Child group structure.
Campaign Inheritance: Parent & Child CampaignsWith Campaign Inheritance, you can designate campaigns as Parent or Child. Updates made to a Parent campaign automatically apply to its assigned Children, streamlining campaign management.
Data ImportsThe Data Imports area lets you upload, map, and assign lists to campaigns.
Email TemplatesThe Email Template Builder lets you create and send email communications to send to your customers. You can use our builder to create, load your own HTML templates or create…
Marketing Exclusion
OrganizationsThe Organization builder allows you to make changes and adjustments in your organization, such as call center hours, department contacts, and policies.
Survey TemplatesThe Survey Templates are the scripts your team will use in the Communication Center.
UsersNavigate to this page in the app to help create and manage your existing users in Volie.
WebhooksEvent Webhooks in Volie can send real-time data to your system. They can be mapped to your field names and pass customer fields or static values.
How to set up Incoming Phone NumbersHow admins purchase a phone number on Admin → Incoming Phone Numbers
How to configure Incoming Phone NumbersHow admins set inbound mode, hold duration, and IVR on an Incoming Phone Number