Any new numbers being add
The Default Preferences are used to set preferences at the Organization or Account level for all current and future accounts and numbers (e.g., turn on Call Recording, Welcome Greetings, 800 Intelligence™, etc.).
- If you want to access the Default Preferences for an Organization, select Organization > Global Settings > Default Preferences.
- If it is an account that is not part of an Organization or to override Organization preferences, Settings > Default Preferences.
Organization Default Preferences
The Organization Default Preferences can be accessed by selecting Organization > Global Settings > Default Preferences.
The Default Preferences are:
- Pool Auto Scaling - Automatically adjusts the number of tracking numbers assigned to your website pool based on real-time traffic. This helps rightsize your pool, ensuring more accurate visitor tracking and reducing the risk of over-swapping during high-traffic periods.
- Call Recording - A short message that plays to the caller before the call.
- Call Transcription - Converts phone conversations into written text, making it easier to keep records, improve customer service, train employees, and ensure accessibility for all users.
- 800 Intelligence™ - adds an AI-powered layer to your 800.com calls—analyzing conversations to deliver clear summaries, call scores, next steps, and instant answers to key questions.
- Welcome Greeting - Play a greeting to the caller.
- Whisper Greeting - A short message that plays before the call. The caller does not hear this message.
Account Default Preferences
The Account Preferences section will list all accounts within the Organization and their current preferences. These preferences will be applied when new numbers and/or call flows are added to the account. From here, you can bulk update by selecting multiple accounts or you can make changes to individual accounts by clicking on the meatball menu and then selecting Edit. When changes are made here, the changes will be reflected on the Account Default Preferences page (Settings > Default Preferences).
NOTE: At any time, you can reset the account to the default settings.
Account Default Preferences
Default Preferences for New Accounts
The Default Preferences for New Accounts section is where you can define your default preferences for all new accounts that are added to the Organization.
When a new account is added to the Organization, these default preferences will be applied to the new account and will also be reflected on the Account Default Preferences page (Settings > Default Preferences) for that account, as well as in the Account Preferences section.
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