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Presets

Presets are premade settings which can be used to instantly configure records like tracking sources or call queues within your account. Agency administrators can create presets in any account in their agency, and these settings will be available for use by account admins in any account within that agency.

Presets are available for the following features:

  • Access Control Groups
  • Auto Dialers
  • Call Queues
  • Call Settings
  • FormReactors
  • Keyword Spotting
  • Notifications
  • Schedules
  • Smart Routers
  • Teams
  • Tracking Sources
  • Voice Menus
  • Triggers

 

Creating a New Preset

When creating or updating a record that supports presets, like a tracking source or a notification, you will see a Use as a preset option at the top of the page:

Use as a preset

Simply toggle the switch to ON and click Save Changes, and the settings saved for that object can now be used as a preset across all accounts in that agency. Presets appear in the record lists with a Copy icon next to their name, and can be used by clicking the Preset button at the top of the form:

Select a preset

While presets can be created in any account, we recommend having one account that stores all of your presets so they are easier to find.

If you want to leave certain fields blank when using a preset, to force the user to configure certain fields on their own, click the Customize button and uncheck fields as needed. Close the dialog and click Save Changes to save these changes.

Use as preset -> Customize

Customize preset

Presets are only used to initialize settings, so any changes made to presets (including deletion) will not affect records that used those presets.

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