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  • Home
  • Get started
  • Edify App
    • Overview: Workspaces of Edify App
    • Queue
    • Analytics
    • Dashboards
    • Status
    • Softphone
    • Team View
    • Chat
    • Profile and Call Settings
    • Mobile
  • Edify Console
    • Overview: Workspaces of Edify Console
    • Account
    • CX
    • Numbers
    • Workflows
    • Queues
  • Edify API
  • Training
    • Video tutorials
    • Course Library
    • Learning Paths
  • Edify release notes
 
  • Home
  • Get started
  • Edify App
    • Overview: Workspaces of Edify App
    • Queue
    • Analytics
    • Dashboards
    • Status
    • Softphone
    • Team View
    • Chat
    • Profile and Call Settings
    • Mobile
  • Edify Console
    • Overview: Workspaces of Edify Console
    • Account
    • CX
    • Numbers
    • Workflows
    • Queues
  • Edify API
  • Training
    • Video tutorials
    • Course Library
    • Learning Paths
  • Edify release notes
  • More
    • Home
    • Get started
    • Edify App
      • Overview: Workspaces of Edify App
      • Queue
      • Analytics
      • Dashboards
      • Status
      • Softphone
      • Team View
      • Chat
      • Profile and Call Settings
      • Mobile
    • Edify Console
      • Overview: Workspaces of Edify Console
      • Account
      • CX
      • Numbers
      • Workflows
      • Queues
    • Edify API
    • Training
      • Video tutorials
      • Course Library
      • Learning Paths
    • Edify release notes

Get started

Get StartedThese articles answer your most frequently asked questions to get started based on your role.


General topics

  • What is Edify App?

  • What is Edify Console?

  • Log into Edify App

  • Set up Google Chrome for calls and Sync in Edify App

  • Configure softphone (WebRTC) settings

  • Configure your voicemail and greeting


Common topics by role

Getting started for queue users

  • Set my status for receiving interactions

  • Accept an interaction

  • Wrap up and / or end an interaction

  • Transfer an interaction

  • View / claim an interaction

  • Log into / out of a queue

  • Put an interaction on hold

  • Create an outbound interaction

  • Accept and manage a callback interaction

  • Accept and manage a voicemail interaction

Getting started for queue managers

Coaching and monitoring interactions

  • Create a custom view in Home list

  • Run a search in Home list to find an interaction

  • View an active interaction

  • Coach an active interaction

  • View / claim an interaction

  • Score / evaluate a completed interaction

Reporting and data

  • Create a report

  • Create a chart

  • Create a dashboard

Getting started for office users

  • Route calls to my mobile phone

  • Create a chat channel

  • Create a direct message

  • Add / remove someone to / from a chat channel

  • Join a channel

  • Use the softphone

  • Transfer a softphone call

  • Create a sync meeting

Getting started for Edify admins

  • Log into Edify Console

  • Work with folders in Edify

  • Create a new user

  • Enable or disable a user

  • Configure live translation for a queue

  • Configure user voicemail settings

  • Configure a queue

  • Build a workflow

  • Edit a workflow


Need help finding a resource?

Ask the Catalyst Team


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