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Admin & System Management

Information on how to manage user accounts, roles, and permissions, and control access to the product's features and data.

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Persona Engage: Create & Manage Agents

Who is this Guide For? Administrators and supervisors managing agents within the Persona Engage platform. Prerequisites Access to the Persona...

March 5th, 2025 1301 views 0 likes
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...

November 10th, 2025 485 views 0 likes
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. ...

November 12th, 2025 496 views 0 likes
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....

December 16th, 2025 516 views 0 likes
Persona Engage: VOC (Voice of Customer) Setup Guide

Who is this Guide For? Admins and Super Users responsible for configuring VOC (Voice of Customer) Goal Setup and configure...

January 13th, 2026 467 views 0 likes
Persona Engage: QA (Quality Assurance AI Review) Setup Guide

Who is this Guide For? Admins and Super Users responsible for configuring QA (Quality Assurance) Goal Setup and configure QA...

January 13th, 2026 457 views 0 likes
Admin Alerts Setup

Overview Admin Alerts notify administrators when agent activities or queued interactions exceed configured time thresholds. These browser-based notifications can help...

July 23rd, 2026 11 views 0 likes