General

Profile - here you can edit profile details such as: name, job title, phone number, e-mail, notifications (you can do it in My team >> Edit user as well)

Account settings

System language

You can choose website interface, SMS & E-mail language.

The following languages are available:

  • English
  • Polish
  • German
  • Portuguese
  • Portuguese - Brasil
  • Spanish
  • Italian
  • French
  • Czech
  • Romanian

 

Currency

Choose currency in which all payments will be processed. The following options are available:

  • Złoty
  • Dollar
  • Pound
  • Euro
  • Brazilian real

 

Dashboard timezone

All dates and times will be shown using timezone you choose

Dashboard date and time

All dates and times will be shown using this date and time format

Remember to click Save after any changes.

 

Change password

You can change your password anytime you want. Rember to click Save after changes

 

Notifications

 

You can choose notifications which you would like to receive. We offer the following notifications:

 

SMS notifications

  • Missed call
  • SMS with completed call details
  • New message

E-mail notifications

  • Missed call
  • New call
  • New scheduled call
  • Widget's daily reports
  • Widget's weekly reports
  • Scheduled call failed
  • Custom fields completed by visitor
  • New message 

Desktop notifications

  • New call 
  • Call completed
  • Visitor left additional data
  • New scheduled call
  • Updates from CallPage
  • New widget installed
  • New message

Mobile notifications

  • New call
  • Scheduled call
  • Call ringing
  • New message

 

Click Save after changes.

 

Limits

 

CallPage provides different variables that are limited for security reasons, such as maximum call duration, maximum calls in progress, etc. When you create your CallPage account, CallPage sets limits for these variables on a per-user basis

  • Maximum calls in-progress (for account)
  • Maxiumum conversation duration - duration of the whole conversation in seconds. If exceeded the call will be hanged up.
  • Scheduled calls per timestamp for account. Please note that this limit applies only for widgets with "Busy mode" off.

 

To change limits click "Request limit change". The new window will display and you will have to enter the new value and case description. Click Request limit change and your enquiry will be sent to us so we could change limits for you.

 

Subscription

 

Here you will find such information as your current plan and its expiration date.

You can upgrade anytime you want - just click the button Change plan. The new window with available options will display and you will have the possibility to choose the one you are interested in. Then click NEXT and you will be redirected to the new window and asked for such details as full name, country, city, address, ZIP code, billing period and payment system. If you fill the form as a company you will be asked for tax number also. Then click Proceed to payment.

 

Invoices

 

Here you can see the history of your payments. There are such information as ID, transaction ID ("manual" if you received the invoice or the special code if you pay through panel by PayPal, DotPat or bank transfer), price, payment date, type (subscription or onetime payment). You can download the invoice by clicking red button.

 

Billing information

 

In this tab you are able to enter your invoice details: company name, country, address, Vat ID/Tax number, city, ZIP code. On that basis your invoice will be generated. You can change those detail afterwards.

 

Coupons

 

If you have received a promo code you can make use of it here. Enter the code and click APPLY. If you have already used any code you will find on the list (with such information as: code, limit increase and date of application).

 

Caller IDs

 

Here you will find the list of all numbers which have been ever added on your account. There are such details about verified numbers as: ID, phone number, verified timestamp. In this tab you can verify the number (as well as in My team tab). You can also cancel verification by clicking "Delete" which you will find next to each verified number.

 

Tags

 

Tags help you organize and categorize your CallPage leads. To put it simply, tags are words that identify the topic of a lead or conversation. They not only make it easy to group related content, but are vital to understanding your customers and their problems.

You can find such information about existing tags as: ID, label, date and time of last update. You can edit tags by clicking the pencil icon or delete them (bin icon) anytime.

To create new tag click the button +CREATE. The new window will display and you have to enter label (a short name for your tag which helps you to identify content). You can also select tag color to differentiate between tags. 

 

API Keys

 

Some integrations may require API Key. API Keys allow you to use CallPage REST API >> read more here: CallPage API

You can find such information about existing API Keys as: description, date of creation, date of last use.

To create new API Key click the button CREATE NEW API KEY. The new window will display and you will have to choose widgets to which API Key should be attached, Permissions and Description (optional).

The following permissions are available:

  • calls
  • calls.view
  • managers
  • managers.view
  • managers.edit
  • sms
  • sms.view
  • sms.edit
  • voice
  • voice.view
  • voice.edit
  • widgets
  • widgets.view
  • widgets.edit
  • widgets.call

 

IP addresses

 

You can add an IP address to blacklist or white list. CallPage won't be displayed to users with blacklisted IP addresses. White listed IPs have no restrictions.

Blacklist is anti-spam and security filter. IP is blacklisted when someone orders a lot of calls and doesn't answer them. It can happen during tests. 

To add IP address to white or black list just enter the number to empty field, choose whitelist or blacklist and click SUBMIT.

Afterwards you can remove IP from the list by clicking bin icon next to it.

Each IP on the list has the following information: ID, type (white or black list), date of creation.

 

Blacklisted numbers

 

You can also add a phone number to blacklist. This user won't receive any calls from CallPage any more. Each number on the list has ID and date of creation.

To add number to the black list just enter the number and click ADD PHONE NUMBER. Afterwards you can remove it from the list clicking bin icon.

 

Activity

Here you can learn about your account's activity. You can find the following information about each activity: ID, user, kind of action, source, timestamp.

All possible actions are listed below:

 

User actions:
USER_ADDED
USER_EDITED
USER_DELETED

USER_SIGNUP

USER_LOGGED_IN
USER_CHANGED_PASSWORD
USER_REQUESTED_PASSWORD_RESET
USER_CHANGED_NOTIFICATIONS

 

Widget actions:
USER_UPGRADED_OLD_WIDGETS
WIDGET_ADDED
WIDGET_EDITED
WIDGET_DELETED 

 

Widget edit action:
TOGGLE_ENABLED
GENERAL
NOTIFICATIONS
SETTINGS_EDIT
SMS
ADD_MANAGER
CALL_OPERATOR_ADD
CALL_OPERATOR_EDIT
CALL_OPERATOR_TOGGLE_ENABLED
CALL_OPERATOR_DELETE
CUSTOM_FIELDS
SMS_RESET
SMS_EDIT
LIST_URLS
EYE_CATCHER
GEO_NUMBERS
SCORING_RULES
TRUSTED_DOMAIN_ADD
TRUSTED_DOMAIN_DELETE
DUPLICATE_WIDGET
VOICE
RESET_VOICE
DEPARTMENT_DELETE
DEPARTMENT_ADD
DEPARTMENT_EDIT
DEPARTMENT_TREE_EDIT
DAYS_OFF_EDIT
CUSTOMIZE_EDIT
CUSTOMIZE_RESET
INTEGRATIONS_EDIT
INTEGRATIONS_ADD
INTEGRATIONS_DELETE

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