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Access Lists

This allows controls whose calls specific users can or can’t listen to.

Whitelists - Allows the user to listen to the calls of the people within that whitelist

Blacklists - Restricts the user’s ability to listen to calls of the people within the blacklist

To create a white/blacklist you need to click on the green plus button and give the list a name, then add the numbers that you want to be white/black listed. Once you have done this click save. You can edit a list by clicking on the telephone button.

Once you have created a list you need to allocate it to a use. Go back to the admin tab and click users. Click edit user and you will see Whitelist and Blacklist, you can then select which list(s) you would like to allocate to this user. Press OK to save.

Audit Trail

The audit trail will show you all user activity on the Voicesafe.

You can change the date selection to a pre-set or any specific time frame. You can also search on activity as a company or by individual.

You have specific criteria to search by or if you leave them all un-ticked Voicesafe will do a general searched based on all criteria. Your search results will appear toward the bottom of the page.

Features Configuration

General

Here you can change the auto refresh time on the active calls page, set your dealership area code or change the name of your Voicesafe.

You can see what your snooper code is. The snooper code is something you can dial on a handset and it will connect you to the most recent active call you can press # on your phone to scroll down these calls)

Global override can be turned on so that every outbound call will display the number put in the global override rather than direct dials. Alternatively you can withhold all your outbound calls.

User inactivity expiry is there you can put an amount of days for a user’s details to become inactive if they don’t log in for a certain period of time.

Remote Record

This is where you can record a call on the Voicesafe while you are pout of the dealership. Choose a DDI that you would like to set up to remote record and add it to the box, then make a pin that you will need to enter once calling that DDI. You will then have your call recorded on the Voicesafe.

DDI Aliases

Here you can add a DDI and give it an alias so that when that DDI rings a customer it will show the alias instead. Click on the plus button and add the number that you want to mask. If you want it withheld then tick the box, if not un tick the box and enter the alias you would like to appear .

Integration

If you would like us to integrate Voicesafe with any 3rd party then we add the details here.

Welcome message

If you would like Voicesafe to play a recorded message to your customers when they call your dealership you can add this here.

Click the plus button in the welcome message section and either upload a pre-recorded message or enter a name for the recording and a telephone number and press start recording. Voicesafe will then phone the stated telephone number so you can answer and record your message. Once you have finished recording you message press the hash key and end the call. Close the box and you will see your recording has appeared. Click on the recording and press save, this will then be added to your phone lines.

If there are lines you don’t want the recording to be played on you can add these to the excluded numbers section.

Deletion

You can set the Voicesafe to delete calls older than a certain amount of month to free up space of your hard drive. You can do this by enabling the deletion and putting in the time frame that you would like deleted. 

Deletion

Email Config

This allows you to state your own SMTP server in case your site blocks the Voicesafe’s internal email server you can configure it to use your own

Passwords

Here you can set expiry periods and character criteria for passwords for the Voicesafe if this is something you wish to do or you are a PCI dealership.

You can set the password to expire after a certain time period, you can set it so that the same password cannot be entered before a certain time frame and you can also depict if a character must contact characters, capitals and the length.

Department Configuration

Here you can create departments to tag to specific calls. For example in active calls you can tag a call to a department or from the actual call itself. This gives you more data to report on.

Type the department in the left box and give it a number in the box on the right, the number will depict what order the departments are shown. Once you have pressed update you will see these labels appearing in active calls and in the advanced search.

Group Management

Similar to white and blacklists you can set up specific groups and user collections.

Due to the white and blacklists being introduced this section is no longer used.

Mobile Gateway

If you have a mobile gateway liked to your Voicesafe then this is where the configuration details will be put.

Mobile gateway is an ad on to Voicesafe that reduces the cost of your landline to mobile costs by routing these types of calls through the mobile gateway.

Labels

This is where you can give a number a name so it is quick and easy to see who is making and receiving calls from the interface. You can label internal and external numbers.

To add a label, scroll to the bottom of the page and enter the label name and number. Press update and your label will then be added. You can delete labels by clicking the red cross or you can edit them by over typing the label and clicking update.

You can also update a label from the individual call box by typing the label in the space provided and pressing save.

Licensing

Toward the end of your subscription with Voicesafe you will see a red notice appearing on the bottom of your Voicesafe saying "You have X amount of days before your license is due to run out" when you see this you need to come to the licensing tab and click request new license. You will then receive a license fine via email from CAS that you will need to then upload.

To upload the file you go to the Licensing tab, find the saved licence file then click activate.

Permission Configuration

This part of Voicesafe will allow you to give certain access rights to users.

To set up a permission group you need to type a group name and press add, this group will then appear below. Click on edit permissions and this gives you 3 options which you can click on to expand or minimise. You can then enable and disable options as you please.

Once you have done that you need to allocate the users you want to have these permissions by adding their username on the right hand side. You can have as many different permission groups as you like.

Questionnaires

Here you can build questionnaires into the Voicesafe to be answered after a call has been made.

Click the Add New button to create a new questionnaire. Add a title to your questionnaire and look over the settings (the / sign will tell you what each setting does). On the next page you can describe that the questionnaire is for.

Once you have done that you can click the add new question button, you need to add a question and if you would like to add a hint then you can. The look and layout of the question can be customised. Click next to input your answers, you can choose a selection of answer layouts. If need be you can add modifiers and different commands based on your answers. Press finish and continue to add as many questions as you like. Once you have finished click next and finish then your questionnaire is ready to be answered. These can be found in the questionnaire tab in each individual call.

Unmatched Calls

Relates to group management, any numbers that haven’t been allocated will appear here.

Users

To add a new user you need to click on the add new user Icon at the bottom of the page.

Two things to keep in mind when setting up a new user are:

Login ID – This is what they will use to log into the Voicesafe, we suggest that this is the user’s first initial and surname

Password – When setting up a new user set their password to new as then the user logs in for the first time the Voicesafe will prompt them to change their password to something that will suit them.

You will also need to either set them as a standard or administrator user then add their email address.

You can then allocate them a white or blacklist if you have them set up.