Gideon O'Daniel
godaniel@crexendo.com

Gideon activity

2 Articles Written Last Month

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Updated October 7th, 2025 by Gideon O'Daniel

Persona Engage - How to Add and Use Redirects

Introduction This guide provides the steps to add and use redirects and the necessary settings configuration.   Open up or drag over a new Redirect like the example shown below.   Enter the static Redirect URL: http://10.244.11.225/DDParser/v1/index.php?tag_id=start   Enter the parameters to pass in the redirect   Terms:  Redirect - points calls to ...

1 min reading time
Updated January 14th, 2026 by Gideon O'Daniel

Persona Connect: How to Create and Edit an AI Receptionist (CAIRO)

Overview This guide provides step-by-step instructions for customers to configure their CAIRO AI Receptionist. CAIRO AI Assistant (AI Receptionist) is a smart, customizable virtual receptionist that answers calls, provides information, routes callers, and can schedule appointments using natural conversation.   You can create multiple AI Receptionist...

5 min reading time
Updated October 7th, 2025 by Gideon O'Daniel

Persona Engage - How to Setup SMS Campaigns

Introduction Persona Engage provides a quick and easy solutions to setup SMS Campaigns for your call center solution.   Prerequisites To setup SMS Campaigns in Persona Engage there are a few pre-requisites that need to be completed for a successful deployment: Identify the SMS numbers that are needed in a Engage SMS campaign The phone numbers need t...

1 min reading time
Updated December 18th, 2025 by Gideon O'Daniel

Persona Engage: Live Reports

Introduction Live Reports is a web-based tool that allows access to live data in the form of reports from anywhere. It provides access to the current day's data and analytics in the Live tab. The reports help to evaluate the live performance of contact center agents and supervisors, aiding in understanding performance over time and making informed d...

5 min reading time
Updated November 12th, 2025 by Gideon O'Daniel

Persona Engage for Admins: How to Add Music to a Campaign

Introduction: This guide will provide the steps to adding your own music files to your campaigns within Persona Engage.   Steps: From the left navigation pane, select “Admin” then “Configurations” and then “Music File.” From the Music Files section, select “Add Music” or edit any existing files. Enter or edit the name of the music file and enter the...

0 min reading time
Updated November 12th, 2025 by Gideon O'Daniel

How to Create a POSH AI Integration

Introduction Posh is a third-party AI application used by financial institutions to assist callers with account-related inquiries. Calls are routed through the Netsapiens/VIP platform and passed to Posh via a vendor SIP trunk. If the caller requires further assistance, the Posh application will route the call back to the Netsapiens platform—either t...

1 min reading time
Updated January 9th, 2026 by Gideon O'Daniel

Persona Engage: Historic Reports

Introduction Interaction Analyst is a web-based tool that allows access to historical data in the form of reports from anywhere. It provides access to the previous day's data and the current day's analytics in the Live tab. The reports help evaluate the historical performance of contact center agents and supervisors, aiding in understanding performa...

36 min reading time
Updated October 6th, 2025 by Gideon O'Daniel

Persona Engage for Agents - Getting Started

Introduction Persona Engage is your access point to receive agent contact center calls, make outbound calls, and manage digital campaigns based on your role and your company’s configuration. The purpose of this guide is to provide how to login to Persona Engage, a tour of the agent dashboard, and how to use your dashboard based on your role.   Getti...

4 min reading time
Updated January 14th, 2026 by Gideon O'Daniel

Persona Engage for Administrators - Getting Started

Introduction Persona Engage is your access point to monitor and manage your call center and agents. The purpose of this guide is to provide a tour and navigation of Persona Engage for managers and supervisors, provide a list of the most important live and historic reports, and several daily tasks you may complete in managing your call center.   Gett...

7 min reading time
Updated November 12th, 2025 by Gideon O'Daniel

Persona Engage for Admins: How to Create a Campaign

Introduction This guide provides the steps to create several types of campaigns including Voice Inbound campaigns, Voice Outbound campaigns, SMS campaigns, and Digital Webchat campaigns.   Prerequisites Agents must already be created to be use in the campaign Pause Reasons and Dispositions must be created Skills must be created first so they can be ...

5 min reading time
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