RingCentral Setup Are there additional setup steps I need to take if I'm using RingCentral for my telephony system? RingCentral Call Routing Most telephony systems integrate with Playbooks without any trouble, but some of them require additional setup to operate as expected. With RingCentral, Playbooks receives a false "successfully connected"...
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PSTN Agent-Leg Connection vs. WebRTC Connection Why a PSTN agent-leg connection results in consistently higher quality phone calls vs. a WebRTC connection. What is a PSTN Agent-Leg Connection? A PSTN (Public Switched Telephone Network) connection uses the standard telephony network and protocols which are designated for pure telephony use in...
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Dial Attempt Is Failing How to diagnose dial connection problems There are several steps you can take to resolve a failed dial attempt and get back to making calls. Some steps are quick changes to your phone or Playbooks settings, while others may include contacting XANT Support and/or your phone...
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Call Quality Troubleshooting use this guide to help diagnose and potentially resolve call quality issues Quick Start: Most Common Issues and Resolutions If you are experiencing call quality issues or dropped calls from a mobile or soft phone, try the following suggestions before continuing to troubleshooting. Check phone signal levels...
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API Call Utilization How many API calls will Playbooks make to my CRM? How does Playbooks impact API Usage? Overview The examples below are a very rough estimate of the number of API calls Playbooks will make to your CRM since the number of factors can vary widely. 30 dials...
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Installation of Playbooks Extension in Managed Environments Desktop administrators want to know installation options when they've already restricted Chrome extensions to users. Enterprise Access Control In many enterprise sales organizations, users are prevented from installing Chrome extensions. This is usually a blanket ban. There are various levels of control provided...
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Step Up Your Game With Plays How to enroll records into Plays and call them Enrolling a Record Without cadences, your CRM is just a contact list. Maximize your efforts by enrolling your leads into Plays. To Enroll a Record into Playbooks Find the record in your CRM. Click the...
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Buyer Map What is Buyer Map? Overview Hunting for the right contacts to reach out to consumes a considerable amount of time reps could otherwise spend engaging with prospects. Buyer Map, also known as Neural Map, brings intelligent contact recommendations to the rep within Playbooks, ensuring reps have the right...
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Data Verify What is Data Verify? Overview Data Verify leverages the collective intelligence of all reps using Playbooks to help each seller to reduce time validating prospect contact information. When a user places a phone call or sends an email it generates a signal of success or failure which can...
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Sending an Automatic Email Schedule an email to auto-send in the future rather than sending it now Instead of sending an email immediately, schedule the email to be automatically sent by Playbooks at a later time. In some circumstances, it is beneficial to delay an email; you can have Playbooks...
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