Data Pool vs Campaigns
Explains import vs review/export responsibilities between the two pages.
Starter articles you can edit as the workflow changes.
These are intentionally literal. Update wording and screenshots later, but keep the routes and distinctions accurate.
Current article set
Billing records and payments
Shows where users go for payment actions vs billing history.
Dialer stuck on one lead
Starter triage flow for the "not moving past the first lead" report.
Operator READY and browser requirements
Explains the persistent operator workflow, inbound phone operator setup, and browser requirements.
Access and roles overview
Plain-language role guide for platform staff, org admins, and agents.