10DLC Compliance
Whether you are purchasing a new number through Engage or porting in an existing number from an outside carrier, all numbers for organizations that send…
Setting Up Ring Duration
This feature allows you to customize how long your calls ring before being sent to voicemail, tailoring it to the specific needs of your business.
Setting Up Voicemail
Engage allows you to set a default voicemail, as well as to create different voicemails for each of your phone lines.
Setting Up Working Hours
Working Hours allows you to set the hours that your business is available to answer customer communications in Engage. You can adjust your Time Zone, as…
Connecting Email to Engage
Begin by opening a conversation in Engage. Make sure the customer has an email address listed.
Setting Up Call Routing
Engage offers a variety of call routing options to direct your incoming phone calls to the right location. The call routing settings are adjusted on a…
Setting Up Caller ID
Your Caller ID is related to your companies business profile in Engage, which often times our team is creating for you during the onboarding process. This…
Purchasing & Porting Phone Numbers
To add phone numbers to Engage, you can port in an existing phone number or purchase a new phone number.
Engage User Roles
FieldPulse users can be assigned to a maximum of one phone line, but can manage multiple phone lines, regardless of their role. Users are able to transfer…
Audio Samples
Audio Samples are custom audio messages that can be used for voicemail greetings. To record or upload an audio sample, go to Engage Settings Audio Samples.
Engage Notifications
Notifications allows you to toggle the incoming message tone on or off based on your preference.
Phone Line Settings
Phone Line Settings let you name a phone line, control call recording, and assign users and managers to each line. To access these settings, go to Engage…
Phone Number Format for Engage
For phone numbers to sync correctly with Engage, they must be formatted in E.164, the international standard for phone numbers. If a customer’s number…
Setting Up Engage Filters
Engage lets admins create custom filters and assign them to specific users or the entire team. You can also control whether team members can build their…