Skip to main content

Management Resources

Use these pages to help manage your account, campaigns, and team members.

Agent VisibilityThe Agent Visibility portal lets managers adjust users' campaign queue access, call eligibility (Inbound/Outbound), Instant Voicemail usage, and Reception Mode status.
Affinity Dashboard
Big BoardIf your team monitors calls and agent activity on a large TV, the new Big Board is optimized for TV display.
Campaign Attempt ManagementThe Campaign Attempt Management screen allows you to track the progress of your campaigns with remaining customers in the queue.
Calls Search
Campaign DeploymentsThis screen is used to deploy Email and SMS campaigns.
Live DashboardThe Live Dashboard gives a real-time snapshot of the overall account performance today. Metrics in this dashboard are updated each minute and reflect the account performance thus far on that…
Data Export TemplatesVolie offers a set of standard export templates. These exports are downloadable reports that you can monitor different attributes in Volie.
Email SearchThis page will show all emails sent within your organizations.
Enroller RunsThe Enroller Runs page provides an index of enrollment activity in Volie (initiated via campaign run schedule or data import).
Goal TemplatesManagers need the ability to gain detailed insights into their agents' individual goals, as well as specific metrics related to account objectives over time.
Agent Status RulesYou can now alert an agent when they exceed a set time in a status and, in some cases, automatically move them to Pause, Call Queue Selection, or Available if…
Managing Missed Calls
Message Templates
Phone Campaign Tab ReviewHigh-level review of the tabs on the campaign builder
Provisioning and Managing Phone Numbers