Administrator Overview¶
New here? Start with Set Up Your Contact Centre
Setting up Daktela for the first time? Follow Set Up Your Contact Centre. It puts licences, queues, accesses and rights, users, devices and channels in the order they depend on each other, and ends with a go-live checklist.
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 what 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.
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Devices
Extensions, softphones, SIP phones, mobiles and MS Teams — the phones your agents call from.
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Customer Data
Contacts, accounts, CRM records and campaign records, and the four things called "database".
Run and Improve¶
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Measure
Which reports to set up for your team size, what each KPI means and how often to read them.
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Run Your Shift
The supervisor's day: Realtime panel, wallboards, call monitoring and announcements.
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Quality
QA forms and reviews, AI QA, and customer satisfaction with NPS and CSAT.
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Troubleshooting
What to check when calls don't ring, chats don't arrive or emails don't become tickets.
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.