LMS Sync & Call Logic

JS Form Сonstructor

The JS Form Constructor section allows you to create, edit or delete custom JS Form templates.

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JS Form Constructor Setup: Form Builder

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JS Form Constructor Setup: Form Customization and Preview

The Form Customization and Preview section allows you to customize the JS form appearance according to your preferences.

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Schedule and caps settings of another campaign

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How to Create And Configure a Campaign in LMS SYNC

Wondering how to manage LMS Sync campaigns? Check our detailed instructions on how to create and configure a campaign in LMS Sync.

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Campaign Configuration: Filter by TPS

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How to Create And Configure a Campaign in Call Logic

Wondering how to manage Call Logic campaigns? Check our step-by-step instructions on how to create and configure a campaign in Call Logic.

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Campaign Configuration: Global settings (LMS)

Check our comprehensive guide to the Campaign Configuration: Global settings (LMS) and learn how to configure global settings.

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Campaign Configuration: Global settings (Call Logic)

Check our step-by-step instructions and learn more about the Campaign Configuration: Global settings (Call Logic).

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Campaign Configuration: Duplicates

Learn how to set specific criteria and deal with duplicate leads in our short guide to the Campaign Configuration: Duplicates tab.

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Campaign Configuration: Filters

Wondering how to configure filter options for your leads? Learn how the Campaign Configuration: Filters tab can help you carry out the task.

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Campaign Configuration: PL/DNPL

Here’s everything you need to know about the Campaign Configuration: PL/DNPL feature and how it can be used to filter inbound leads.

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Campaign Configuration: Schedule

Looking to learn more about campaign configuration options? Read here how you can use the Campaign Configuration: Schedule feature.

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Campaign Configuration: Tracking

Check our short guide to Campaign Configuration: Tracking and learn how to add a new tracking URL and manage the inbound tracking feature.

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Campaign Configuration: Integration

Wondering how to manage integrations? Check our detailed guide to the Campaign Configuration: Integration tab for more information.

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Campaign Configuration: Rev-Share

Looking to manage campaign revenue share settings? Check our short guide to Campaign Configuration: Rev-Share for more information.

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Campaign Configuration: Notifications

Looking to manage your campaign notification settings? Check our guide to Campaign Configuration: Notifications for more information.

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Campaign Configuration: Campaign groups

Wondering how to manage campaign groups? Check our short guide to the Campaign Configuration: Campaign groups tab for more information.

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Campaign Configuration: Filter By Pubs

Find out how you can set specific filtering rules in our quick guide to the Campaign Configuration: Filter By Pubs tab.

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Campaign Configuration: Access Control

Learn how to manage the access to campaign settings in our quick guide to Campaign Configuration: Access Control.

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Campaign Configuration: Revenue Additional Settings

Looking to manage your revenue setting? Here’s how the Campaign Configuration: Revenue Additional Settings can help you achieve the mission.

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Campaign Configuration: Create Offer

Check our short guide to the Campaign Configuration: Create Offer tab and find out how you can set up the option.

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Campaign Configuration: Phone/IVR

Looking to set up call transfers for your campaigns? Check our quick guide to Campaign Configuration: Phone/IVR for detailed instructions.

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Campaign Configuration: Flexible Filters

Learn how you can set up, view, and configure the Flexible Filters feature in our quick guide to Campaign Configuration: Flexible Filters.

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Check Campaign

Here’s how you can check campaign settings, pinpoint configuration issues, detect the errors, and review alerts.

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Event Tracking (LMS / Call Logic)

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Lead Return Time Limit

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Extra Fields in IVR

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Fraud Detector: iClear

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Fax Detector

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Redirect Link Lifetime

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Exit Offer

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Watchmail: Configuration

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Integration Builder

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Ping Post Weighted Bidding with Bid Multipliers

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Product Setup: Report Custom Fields

The Report Custom Fields tab allows you to configure the product data fields for the lead reports.

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Duplicate Threshold

Detect any duplicated application with a duplicate threshold. A custom timeout system allows detecting any repeated application with ease.

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Product Setup: Extra Fields

The Extra Fields tab allows you to create additional fields for the selected product.

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Lead Export

Create requests for lead exports for extended periods with Lead Export feature. Conveniently download all export data in a CSV file.

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Lead Price Adjustment

Adjust the lead prices in real-time with lead price adjustments. A quick guide on how to change the lead price without changing its status.

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Lead Stash

Wondering how to access and store lead data? Check our short guide to the Lead Stash settings for more information.

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Global Unsubscribe Report

Looking to view all the unsubscribe requests? Check our detailed guide to the Global Unsubscribe Report for more information.

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Adding Call Price to Buyer Call

Looking to enable the Adding Call Price to Buyer Call option and set the cost? Check our quick guide for more information.

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Global Unsubscribe

Find out how you can enable the Global Unsubscribe feature to use the unsubscribe form and configure its parameters.

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How to return the Lead

Looking to credit Buyers for problematic calls? Check our short guide on how to return the lead for more information.

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Litigator Database Lookup

Wondering what the Litigator Database Lookup service is and how you can use it? Check our short guide for more information.

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Connect 2 Save

Find out about Phonexa’s Connect 2 Save program and its unique shared cost usage capabilities in our quick guide.

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Outbid post

Learn how to configure the Outbid Post option and use specific filters to generate and view the Outbid Post report in our short guide.

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Call-Only Ads Configuration for Google Ads

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Email Hygiene

Learn how you can use Phonexa’s Email Hygiene service to perform email validations and categorize emails in our short guide.

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Keyword Search

Find out how you can use the keyword search feature to pinpoint specific phrases or words used in recorded phone conversations.

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Numerical Data Redaction

Check our quick guide to the Numerical Data Redaction feature and learn how to configure it and edit numerical information.

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Google Ads Call Import Manual

Check our Call Import Manual from Google Ads and learn how to use two configuration methods to view all your call data.

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Buyer Ping Tree Rotation

Looking to manage campaign rotation in the ping tree? Check our detailed guide to the Buyer Ping Tree Rotation option.

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Fraud Detector

Here’s everything you need to know about configuring the Fraud Detector option on the Publisher, Product, and/or Campaign level.

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Mass Campaign Pause

Wondering how to set up the Mass Campaign Pause option? Here’s how you can schedule, pause, or resume campaigns from the list.

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Lead Processing Time

Here’s everything you need to know about setting the Lead Processing Time for the whole system or specific Publishers.

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Silent Campaign Revshare

Check our quick guide to the Silent Campaign Revshare option and learn how to set different configuration levels to make payouts.

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SIP Headers

Check these step-by-step instructions and learn how to use, edit, or set up the SIP Headers feature for Buyers, Campaigns, and Products.

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The Balance Dashboard Widget

Check these step-by-step instructions and learn how to add the Balance Dashboard Widget and set up balance notifications.

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Additional Caps

Looking to configure Campaign caps? Check our short guide to the Additional Caps feature for detailed instructions.

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TrustedForm Claim Feature

Check these step-by-step instructions and learn how to activate the TrustedForm Claim Feature and set it on the Publisher or Product level.

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Lead Return Option

Wondering how to return the lead? Check this step-by-step guide to using the Lead Return Option and requesting the return.

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SIP Trunking

Check our detailed guide to the SIP Trunking section and find out how you can create, use, set up, or delete trunks.

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Scheduled Report Export

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Cap-Out Details

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Buyer Lead Info Report

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Publisher Lead Details: Status Filter

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Buyer Lead Details: Buyer Filter Log Statuses

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Internal User Disposition

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Reapply Report

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Lead Deletion

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Waves Report

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QC Real Time Disposition

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Buyer Reports: Call Details Report

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Publisher Reports: Call Summary Report

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Buyer Reports: Call Summary Report

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Publisher Reports: Summary Rev-Share Report (Call Logic)

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Buyer Аnalytics: Buyer Price Report

Buyer price report lets you review price points at which your clients are buying the leads. Ping tree and performance analysis included.

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Publisher Reports: Lead Details

Wondering how to generate the detailed report on all leads? Find out in our guide to the Publisher Reports: Lead Details section.

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Buyer Analytics: Buyer Accept Rate

Here’s how you can use the Buyer Analytics: Buyer Accept Rate section to check the accept rate per publisher or campaign.

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Buyer Report: Lead Return

Find out how to process and view the history of lead transactions in our guide to the Buyer Report: Lead Return section.

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Publisher Analytics: Publisher Website Analytics

Discover how to optimize the usage of Publisher’s Website in our short guide to the Publisher Analytics: Publisher Website Analytics report.

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Duplicate Analysis

Find out how to generate and view the duplicate report in our step-by-step guide to the Duplicate Analysis section.

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Partial returns

Looking to make the refund transactions for your leads? Check our short guide to the “Partial returns” section for more information.

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Buyer Report: Lead Details

Looking to view specific lead data? Check our quick guide to the Buyer Report: Lead Details section for more information.

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Fraud Analytics: Fraud Notifications

Wondering how to manage your traffic notification settings? Check our quick guide to the Fraud Analytics: Fraud Notifications section.

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RTI Analysis

Learn how to generate the RTI Analysis report and get access to monthly net income, loan amount, and other information on sold leads.

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Filter Analyzer

Here is how you can use different criteria to filter and view the lead count in our short guide to the Filter Analyzer report.

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Publisher Report: Summary Forms

Find out how to use the Publisher Report: Summary Forms section to view performance summary and group data in our step-by-step guide.

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Per-State Comparison

Here is how you can generate the Per-State Comparison report to view and analyze statistics per chosen states.

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Publisher Report: Publisher Website CTR

Here’s how you can view and filter conversion efficiency data in the Publisher Report: Publisher Website CTR section.

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Fraud Analytics: Lead Uniqueness

Find out how to generate and view a detailed report on lead uniqueness in our guide to the Fraud Analytics: Lead Uniqueness section.

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Traffic flow

Find out how you can view all the unique leads posted by Publishers in our step-by-step guide to the Traffic flow section.

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Publisher Analytics: Publisher Post Errors

Learn how to group and view the detailed information on the invalid leads in our quick guide to Publisher Analytics: Publisher Post Errors.

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Publisher Report: Referral Report

Wondering how to view your referral statistics and earnings? Check our guide to Publisher Report: Referral Report for more information.

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Publisher Report: Banner

Find out how to view the detailed report on the banner activity with our quick guide to Publisher Report: Banner.

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Performance Examination

Looking to view and group weekly performance data? Check our quick guide to the Performance Examination section for more information.

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Publisher Report: Redirects Summary

Check our guide to Publisher Report: Redirects Summary and learn how to view a full breakdown of Publisher’s redirect status.

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Publisher Reports: Search Lead

Wondering how to search leads based on specific parameters? Check our guide to the Publisher Reports: Search Lead section.

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Publisher Report: Publisher Form CTR

Here’s how you can use the Publisher Report: Publisher Form CTR section to check the number of impressions, conversion efficiency, and more.

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Publisher Report: Min Price Report

Find out how to view min price information and filter it in our guide to the Publisher Report: Min Price Report.

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Buyer Report: Active Campaigns

Find out how to view the active campaigns report and their status in our quick guide to the Buyer Report: Active Campaigns report.

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Comparison Report

Find out how you can generate a Comparison Report to display Buyer/Publisher performance metrics side-by-side.

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Lead Reject Reasons

Find out how you can view buyer rejection reasons and group data in our quick guide to the Lead Reject Reasons report.

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Publisher Report: Call Details

Learn how you can tap into call analytics and assess the performance of your call traffic in our guide to Publisher Report: Call Details.

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Export progress bar

Wondering how to view the status of data exporting? Check our short guide to the Export progress bar option for more information.

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Publisher Report: Performance Summary

Find out how you can review or monitor publisher performance and revenue in our guide to Publisher Report: Performance Summary.

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Prospect

Check our short guide and find out how you can generate the Prospect report in the Prospect section to group and filter lead data.

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Lead Processing Analyzer

Check our quick guide to Lead Processing Analyzer and learn how to view and group Buyer’s lead processing data.

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Buyer Analytics: Price Filter Volume

Wondering how to generate and use specific filters for Buyers and Campaigns? Check our short guide to Buyer Analytics: Price Filter Volume.

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Call Tracking Summary

Here’s how you can find the Call Tracking Summary section and use specific parameters to sort call tracking data.

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Buyer Analytics: Sources By Campaign

Check our guide to the Buyer Analytics: Sources By Campaign section and learn how you can view rules, restrictions, and traffic details.

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Price Reject Analysis

Check our quick guide to the Price Reject Analysis section and find out how to review and group lead data with the price reject.

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Loan Amount Analyzer

Here’s everything you need to know about the Loan Amount Analyzer report and grouping data with main filter parameters.

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Conversion Details

Check our short guide to the Conversion Details report and learn how to generate it and view detailed conversion data.

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CCPA & Suppression Management

Wondering how you can keep an eye on unsubscribe requests? Check our quick guide to the CCPA Report section for more information.

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Buyer Reports: Performance Summary

Looking to view and track Buyer’s performance? Check our short guide to the Buyer Reports: Performance Summary section for more information.

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Publisher Analytics: Publisher Post Time

Wondering how much time it takes to process a lead? Check our quick guide to the Publisher Analytics: Publisher Post Time report.

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IVR Performance Report

Wondering how to run a comparative analysis of your IVRs? Check our quick guide to the IVR Performance Report for more information.

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Publisher Lead Disposition

Find out how to create Lead QC reports and narrow down the results in our detailed guide to Publisher Lead Disposition.

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Call Errors Report

Looking to determine what causes call disruptions and cancellations? Check our quick guide to the Call Errors Report for more information.

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TCPA Rejected Calls Report

Learn how to examine the calls rejected by the real-time call validation service in our detailed guide to the TCPA Rejected Calls Report.

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Repost Automation

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Publisher Tags

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GCLID

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Publisher Channels

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Publishers

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Default Channel Label

Check our short guide on how to access the Default Channel Label feature and set default labels to specific channels.

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Publisher Products API

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Publisher Management: Rev-Share Tab

Find out how to switch to the Revshare hybrid interface in our step-by-step guide to the “Rev-Share” tab functionality.

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My Phone numbers

Wondering how to find and filter the reserved phone numbers? Check our short guide to the “My Phone numbers” section.

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How to Call assigned number

Here’s how you can check the routing method and edit the reserved phone number in our short guide on how to call assigned number.

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Advanced options for JS forms

Wondering how to create public feed and configure advanced parameters? Check our detailed guide to Advanced options for JS forms.

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Phone number groups

Find out how you can view, add, or edit information about phone number groups in this short guide to the Phone Number Groups section.

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Call Logic and Google Analytics integration

Learn how to enable the call tracking feature and use integration with GA in our quick guide to Call Logic and Google Analytics integration.

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Phone Number Tags

Manage tags for the phone numbers in your system

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JS Form Check

Find out how to view affiliate activity in forms, approve or block websites from using them in our quick guide to the JS Form Check section.

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Publisher Labels

Learn how to label publishers, optimize searching and grouping in our quick guide to the Publisher Labels section.

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Tracking URL parameter

Wondering how to send lead parameters to the third-party tracking system? Check our Tracking URL parameter guide for more information.

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Publisher Management: Phone Numbers

Looking to view, manage, or reassign numbers reserved for publishers? Check our guide to the Phone Numbers section for more information.

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How to Assign Phone Number to Publisher

Check our step-by-step guide and find out how to assign phone number to publisher in the Phone Numbers section.

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Banner

Wondering how to view, edit, or add a new product banner? Check our detailed guide to the Banner section for more information.

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Publisher Settings: Tracking Tab

Looking to track all your leads? Check our quick guide to the Publisher Settings: Tracking Tab and find out how to set up tracking.

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Assign Phone Numbers To Products

Wondering how to manage reserved phone numbers? Check these detailed guidelines on how to assign phone numbers to products.

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Offers

These detailed instructions cover everything you need to know about creating and configuring specific offers in the Offers section.

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Call Tracking

Find out how to add or customize widgets, track calls, and access detailed call analytics in our quick guide to the Call Tracking section.

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JS Form

Find out how to edit and view the existing forms or use system templates to create a new JS form in this short guide to the JS form section.

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Do Not Pay Publishers For Duplicates

Check our guide to the "Do Not Pay Publishers For Duplicates" option and find out how to use available settings to specify the time.

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Bucket Bank

Check our short guide and learn how you can enable and use the Bucket Bank option to accumulate money on the publisher’s balance.

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Publisher Schedule

Check our detailed guide to the Publisher Schedule feature and find out about setting and managing publisher schedule.

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How To Post Leads From Zapier To Phonexa

Looking for detailed instructions on how to post leads from Zapier to Phonexa? Check our guide for more information.

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Publisher Source

Here is everything you need to know about a tracking identifier for web or call traffic called Publisher Source.

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Publisher Price Reject

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Publisher Configuration: Exclusive Campaigns

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Publisher Configuration: Login History

Looking for the detailed data on publisher system logins? Check the Publisher Configuration: Login History tab for more information.

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Publisher Configuration: Comments

Learn how to navigate the Publisher Configuration: Comments tab to add and manage personal or general comments.

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Publisher Configuration: Contacts

Wondering where you can find publisher contact information? Check our quick guide to the Publisher Configuration: Contacts tab.

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Publisher Configuration: Reject Links

Wondering about creating the reject URLs? Check this short guide to the Publisher Configuration: Reject Links tab.

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Publisher Configuration: Tickets

Find out how to find all or display specific publisher tickets in our short guide to the Publisher Configuration: Tickets tab.

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Publisher Configuration: Main

Here’s how you can find the Publisher Configuration: Main tab and access, add, or change publisher information.

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Publisher Configuration: Traffic Sources

Here’s how you can use the Publisher Configuration: Traffic Sources tab to view and change the status of the traffic source.

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Publisher Configuration: Rev-Share

Discover how to use the Publisher Configuration: Rev-Share tab to set additional payout scheme for the publisher.

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Publisher Configuration: Payment

Check our short guide on how to use the Publisher Configuration: Payment tab to access Publisher’s payment history, frequency, and settings.

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Publisher Configuration: Advanced

Find out how to access advanced publisher settings with this short guide to the Publisher Configuration: Advanced tab.

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Publisher Configuration: Notifications

Find out how you can access and manage custom settings through the Publisher Configuration: Notifications tab.

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Publisher Configuration: Documents

Here is how you can use the Publisher Configuration: Documents tab to upload and manage Publisher’s documents.

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Publisher Configuration: Ping Tree

Check our quick guide on how to use the Publisher Configuration: Ping Tree tab to manage traffic distribution.

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Publisher Configuration: Tracking

Check our short guide on how to use the Publisher Configuration: Tracking tab to access essential tracking settings.

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Publisher Configuration: Media Buy

Here is how the Publisher Configuration: Media Buy tab can help you track the effectiveness of your ad budget.

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How to Assign a Phone Number to a Buyer

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Buyer Tags

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Smart Tree Configuration

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The “Add Do/Do Not Present Lists” feature

Setup the disposition of ping back with the Add Do/Do Not Present Lists feature. Creation, updates, status, and more in one dashboard.

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Buyer Defined Labels

Wondering how to add, configure or remove Labels from the system? Check our short guide to Buyer Defined Labels for more information.

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Do Not Charge Buyers For Duplicates

Check our detailed instructions on the Do Not Charge Buyer For Duplicates field to manage the duplicate payment settings.

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Buyer Types

Here’s how the Buyer Types section can enable you to create new, set up, and configure the existing buyer types.

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Present & Do Not Present Lists

Looking to learn about the Present & Do Not Present Lists feature? Check our guide to creating and using these lists to filter your leads.

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Integrations

Here’s everything you need to know to successfully navigate the buyer/products integrations in the system.

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Buyer Setup: Default Notifications tab (LMS)

Check our short guide to Buyer Setup: Default Notifications tab (LMS) to learn how to enable/disable or configure Buyer notifications.

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Buyer Labels

Find out how to assign, view, and change buyer labels with this step-by-step guide to the Buyer Labels section.

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Buyer Disposition

Learn how to review and control the quality of leads and optimize the return process with the help of the Buyer Disposition function.

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Inbound Tracking feature

Here’s how you can use the Inbound Tracking feature to synchronize and connect leads from LMS and Call Logic system.

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Campaign Groups

Looking to learn how to create and manage Campaign Groups? Check our quick guide to viewing and managing the Campaign Groups section.

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Dynamic Price Label

Wondering about the dynamic pricing setup? Learn how the campaigns with Dynamic Price Label are displayed in the system.

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Buyer List

Learn how to edit invoice settings, assign managers to buyers, and manage advanced Buyer’s settings in the Buyer List section.

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How to Create and Activate Ping Tree

Wondering how to view and edit the ping tree settings? Learn how to create and activate ping tree in our quick guide.

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Temporary Campaign Blocking

The Temporary Campaign blocking guide covers everything you need to know about pausing traffic from a specific publisher or source.

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Post Call

Check these step-by-step instructions to successfully view and set up the available Post Call integration options.

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Campaigns

Find out how to create new and view the current campaign list in our quick guide to managing Campaigns in the system.

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Call Transfer additional information

Wondering how to implement redial attempts? Check our quick guide to the Call Transfer additional information.

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Ping Tree Distribution

The Ping Tree Distribution report covers everything you need to know about the publishers and the ping trees assigned to them.

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Silent Campaigns

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Trigger Silent Campaigns

Looking to set trigger actions for silent campaigns? Check our short guide to the Trigger Silent Campaigns option for more information.

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Duration To Sell (Advanced)

Check our quick guide to the Duration to Sell (Advanced) function to learn about campaign price adjustments based on call durations.

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Prepaid Buyer Option

Find out how you can enable the Prepaid Buyer Option and send traffic with a positive balance on your account.

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Campaign tags

Learn how the Campaign Tags feature enables users to create tags that can be added to Campaigns and used as additional filters.

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Ping Tree Settings

Check our guide to learn how the Ping Tree Settings list can help you create, access, and manage ping trees in the system.

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Campaign Pause/Unpause Notification Emails

Learn how to use the Campaign Pause/Unpause Notification Emails option to automate publisher notifications depending on campaign status.

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Mark lead status as sold, if the campaign price is 0 feature

Find out how to set your lead status as “Sold” in our quick guide to the “Mark lead status as sold, if the campaign price is 0” feature.

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Mark Buyer Accept as "0"

Check our short guide on how to use the Mark Buyer Accept as "0" feature regardless of the set campaign price.

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Event Notifications

Here’s how you can enable specific event notifications and assign templates for them in the Event Notifications section.

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Notification Log

Here’s how you can generate a detailed report containing an email log of all notifications in the Notification Log section.

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Connection Settings

Check our quick guide on how to add, edit, and remove email server accounts (SMTP/IMAP) in the Connection Setting section.

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Message Queue

Check our step-by-step guide on how to view the current queue of emails or notifications in the Message Queue section.

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Message Templates

Wondering how to create, edit, or remove system event notification templates? Check our detailed guide to the Message Templates section.

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How to sign Internal Documents

Wondering how to sign internal documents? Our step-by-step instruction covers everything you need to know about the process.

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Buyer Questionnaire

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Publisher Questionnaire

Looking to learn about the Questionnaire section? Our guide will demonstrate how it can help you collect and view relevant information.

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Partner Legal Documents

Here’s how the Partner Legal Documents section can help you find, view, and edit the copies of signed internal documents.

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Phonexa Legal Documents

Learn how to view the copies of signed agreements between Phonexa and your company with our guide to the Phonexa Legal Documents section.

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Your Compliance Policies

The Your Compliance Policies section guide covers everything you need to know about the uploaded policies and impact of potential changes.

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General Legal References

Find out how to view the list of legal standards relevant to your entity in our quick guide to the General Legal References section.

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Media and Other Documents

Check our short guide to the Media and Other Documents section and learn how to view, upload, or remove documents relevant to your business.

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Phonexa Security Policies

Looking to learn how to navigate the Phonexa Security Policies section? Check this short guide for detailed instructions.

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Lead Deletion Logs

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System Activity

Check this step-by-step guide on how to generate the System Activity report and view the essential events in the system.

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System Subscriptions

Discover how you can manage different features for the Phonexa platforms in this short guide to System Subscriptions.

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Contact Us Report

Wondering how you can find the log of the received letters in the system? Check this Contact Us report guide for more information.

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Campaign Status Change Log Report

Here’s how you can generate the Campaign Status Change Log Report, narrow down the search results, and view the latest status updates.

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User Manipulation Log

Check our short guide on how to generate and view a detailed report on the recent activities in the “User Manipulation Log” section.

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Campaign Change Details

Here’s how you can generate a comprehensive “Campaign Change Details” report and view all campaign configuration updates.

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System Logs

Learn how to generate a detailed report on all user actions with this step-by-step guide to the System Logs section.

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Callback Setting Access

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Callback

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Buyer Setup: Default Notifications tab (Call Logic)

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Callback Requests

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The “Condition” Block

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Call Routing / IVR: IVR Media

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Call Routing / IVR: IVR Change Logs

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The “IVR Branching” block

Route calls with the IVR branching block. A simple yet informative step-by-step guide on how to set up your own IVR system.

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The “Audio CAPTCHA” Block

The audio CAPTCHA block makes filtering out spam and bot calls easy. Make a custom code request for every inbound caller.

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Consent Details

View detailed reports on requested queries about consent with consent details. Review consent audio recordings, publisher payouts, and more.

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Consent Summary

Get an overview of obtained and requested voice consents, publisher payouts, and check the status of pings with the content summary.

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Call Routing/IVR: IVR Consent

Collect and record the voice consents. Voice consent collection allows pinging the caller’s phone number when consent is obtained.

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IVR Recording

Records callers’ voice interactions with IVR recording. Review the recorded audio that is broken down into convenient IVR blocks.

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How to Unreserve a Phone Number

Looking for detailed guidelines on how to unreserve a phone number? Check our quick guide for more information.

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Call Routing / IVR: IVR

Learn how to create new IVR flows and configure IVR settings with our short guide to the Call Routing / IVR: IVR section.

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TCPA Block

Check our quick guide to the TCPA block to learn how to activate and carry out validation of phone numbers, route calls, and more.

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Phone Number Deny List

Check our short guide to the Phone Number Deny List section to learn how you can view, edit, export, or delete the existing list.

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IVR Simple Transfer

Wondering how to play automatic audio messages during client calls? Check our quick guide to the IVR Simple Transfer template.

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How To Set Up the Call Recording

Wondering about the on-demand Call Recording feature? Check our detailed instructions on how to set up the call recording.

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The “Lead Stash” Block

Check this short guide and learn how to use the “Lead Stash” block to search for lead information or pre-fill IVR blocks with caller data.

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Hot Transfer Block

Here’s everything you need to know about the custom Hot Transfer Block and how it can be used to find caller’s information.

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Temporary Deny List IVR Block

Here’s how you can create a Temporary Black List IVR Block and use it to block phone numbers for a specific period of time.

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Call IVR Drop Report

Learn how to find and view the detailed hangup records and group the reports in our short guide to the Call IVR Drop Report.

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Call Partner Hangup Report

Wondering how you can display the hangup records for your buyers’ IVRs? Check our quick guide to the Call Partner Hangup Report.

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The IVR Blocks

Looking to create, add new, or edit the existing IVR Blocks? Check our detailed guide to the IVR Blocks for more information.

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Call Hangup Report

Looking to view the records for publishers’ IVRs? Check our short guide to the Call Hangup Report for more information.

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Max EPL/Profit Maker Ping Tree Strategies

Check our guide to the Max EPL/Profit Maker Ping Tree Strategies and find out how you can drive revenue growth.

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Call Status Description

Check our short guide and learn how you can view a Call Status Description and use filters to sort your incoming calls by status.

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Call Routing / IVR: IVR Integrations

Learn how to set up third-party integrations in our short guide to the Call Routing / IVR: IVR Integrations section.

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Feed CMS

Check our guide to the Feed CMS section to manage and add new system templates, view the ones assigned to publisher websites, and more.

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