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DialoX Manual
DialoX Manual
  • Start
    • News
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  • STORE
    • Marketplace Apps
      • Level 1 - Basic
        • Callback Note Basic
        • On-call Router Basic
        • Smart Group Voicemail
        • Smart IVR Basic
        • SMS Call Deflector
        • Survey Basic
      • Level 2 - Advanced
        • Call Deflector
        • Callback Note
        • Order Assistant
        • Smart IVR
        • Survey
        • Website Chat
      • Level 3 - Professional
        • Callback Planner
        • Appointment Planner
    • Legacy Apps
      • Survey Extension
      • Smart IVR Basic
      • Smart IVR 2.0
      • Whatsapp Calldeflector 1.0
      • Whatsapp Calldeflector 2.0
      • Social Inbox 1.0
      • Social Inbox 2.0
      • Basic Group Voicemail
      • Group Voicemail
      • Oncall Assistant
      • Web App
      • Basic Callback Note
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      • Caller Based Router
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        • How to add a flow for lunch breaks
      • On-call schedule
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      • Integrations
        • Zendesk
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        • Hubspot
  • SETTINGS
    • User Settings
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  • Inbox
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  • Studio
    • Home
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        • Say
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        • Ask: Custom entity
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        • Ask: Zipcode
        • Iterate
        • Iterate: LLM
        • Say: LLM
        • Say: LLM Knowledgebase
        • Iterate: LLM Knowledgebase
        • Iterate: continue
        • Show: audio
        • Show: whatsapp link
        • Show: image
        • Show: video
        • Show: file
        • Show: location
        • Control flow: branch
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        • Control flow: switch language
        • Control flow: close
        • Control flow: restart
        • Control flow: pause
        • Control flow: invoke dialog
        • Dial: number
        • Dial: smart
        • Send: note
        • Send: email
        • Send: SMS
        • Send: whatsapp
        • Escalate: default
        • Escalate: smart
        • Perform: create jira ticket
        • Perform: get jira ticket
        • Plan
    • AI
      • Intents
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        • Q&A Intents
      • Knowledge bases
      • Prompts
    • Channels
      • Chatwidget
      • Whatsapp
        • How to integrate Whatsapp
        • How to change my Whatsapp profile
        • How to manage Whatsapp templates
        • How to send Whatsapp template with documents
        • How to automate outbound Whatsapp
        • How to send Whatsapp template
        • How to use Commerce Catalog
        • Whatsapp for Business
      • MS Teams
        • How to migrate new Version
        • How to change channel connection
      • Facebook Messenger
      • Phone
      • Progressive Web App (PWA)
    • Content
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  • ADMINISTRATION
    • Organisation
    • Bots
    • Licenses
    • Channels
    • Orders
    • Usage
    • Users
    • Access Requests
    • Analytics
  • DESKTOP
    • Enreach Contact Desktop
  • FAQ
    • Studio
      • How to Publish
      • How to make 2FA Required
      • How to add additional columns to contactlist
      • Conversation retention time
      • How to help the bot pronounce phone numbers correctly
      • How to help the bot pronounce loose numbers correctly
    • Flow Topics
      • Skipping step based on language tag
      • Switching language using intent trigger
    • Meta
      • How to get Meta Business Suite Verification
      • How to connect Facebook page to Facebook Business Account
    • 360Dialog
      • How to give permission API access
      • How do I change my profile in 360Dialog
      • How to make 360dialog templates
      • How do I terminate my number in 360Dialog
    • Bubblescript
      • How to add a custom button
      • How to change the email template
    • Operator
      • Where are my CDRs?
      • Onboarding required
    • Google Tag Manager
    • Platform
      • Network Security Policies
    • Make
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  • Orders
  • Bots
  • How to use Home

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  1. Studio

Home

PreviousMicrosoft Teams notificationsNextCustomer settings

Last updated 1 month ago

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Home, the base for your Orders & Bots. Home is where it all begins as far as using the Dialox Platform goes after the ordering stages. Within Home you have several options and tiles which are drag & dropable. We will go through them in the next steps.

When you are in Customer level it could be that you have multiple Environments. See it as a directory with folders, which you can navigate within. Depending on the order, your order will be shown accordingly.

For instance this way you can navigate as a team to create a workflow between Environments which have no but has a functional . And a client Environment in which you take on calls, conversations or .

Orders

Bots

How to use Home

Drag a new or existing Bot to either Whatsapp or Smart IVR license to create a new situation. This way the power of quickly rebuilding your situation will be easily managable. Check below for reference:

Once you have made an order in Operator, it will be visable in your Home screen due to automatic provisioning for the Enreach Contact . Here you can see the Bot name, wether it needs to be connected or not.

All the you choose, according to your order will be stored here. With a nice and quick overview there are a couple of options to choose from, which are described down below in the using section.

As stated above everything in this view is drag & dropable. For instance, if you have an order (105 extension) and want to remove the connection, go ahead and drag it to the Not connected area. You will see that the 105 extension will be dropped. With this action you remove the existing license from your .

Orders
Bots
Bot
users
bot
notes