Administrator Overview¶
Every channel and module has a hub: a "How it works" overview, a step-by-step setup guide, and the reference pages for each screen. Start with the guide for the thing you want to achieve — each one takes you from an empty instance to a working setup in the right order.
Set Up a Channel¶
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Calls
Inbound lines, outbound calling and dialler campaigns.
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Email
Mailbox sync, tickets from emails, auto-responses.
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Web Chat
Chat widget on your website, with click-to-call.
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SMS
Two-way text messaging.
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WhatsApp
WhatsApp Business messaging.
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Facebook Messenger
Messages from your Facebook page.
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Instagram DM
Direct messages from your Instagram profile.
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Viber
Viber business messaging.
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Social Media
Facebook and Instagram comments as activities.
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Custom Queues
Distribute your own activity types through Daktela.
Run Your Helpdesk¶
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Helpdesk
Tickets, categories, SLA, views and macros — from customer email to solved ticket.
Manage Your Team¶
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Users & Rights
Types, accesses and rights, devices and onboarding — how a person becomes a working agent.
Shared Concepts¶
These work the same everywhere and every guide links to them:
- Queue Basics — agents, relations and widget schemes shared by all queue types.
- Distribution Strategies — how activities are offered to agents.
- Custom Fields & Forms — the form builder used by tickets, CRM and call scripts.
- Entering Dates and Times — the natural-language date syntax used across the app.
- Routing building blocks: Automessages, Time Conditions, Decision Trees, Chatbots, Terminate.
Reference¶
Looking for a specific screen? The sidebar groups mirror the Settings menu: Users, Devices, CRM, Knowledge Base, Workflows, Analytics and System.