> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview.

> Step-by-step guides for setting up and using the Ringingo platform, from agent login to campaign creation and reporting.

This section provides step-by-step instructions for setting up and using the Ringingo platform. Each guide walks through a specific task from start to finish, covering every field, option, and configuration required to complete it. Pick a category below to jump to the relevant guides.

## Agent Workspace

Everyday actions for agents on shift, from logging in to handling calls and breaks.

<CardGroup cols={2}>
  <Card title="Log In" icon="right-to-bracket" href="/how-to-guide/how-to-log-in">
    Sign in to the platform and select your campaign.
  </Card>

  <Card title="Navigate the Agent Dashboard" icon="compass" href="/how-to-guide/how-to-navigate-the-agent-dashboard">
    Understand the dashboard layout and key widgets.
  </Card>

  <Card title="Make Calls" icon="phone" href="/how-to-guide/how-to-make-calls">
    Place calls using auto-dial or manual dial.
  </Card>

  <Card title="Take a Break" icon="mug-hot" href="/how-to-guide/how-to-take-a-break">
    Pause the dialer using break codes.
  </Card>

  <Card title="Break Codes" icon="hourglass-half" href="/how-to-guide/how-to-configure-break-codes">
    Named statuses agents select when unavailable.
  </Card>
</CardGroup>

## Users and Access

Set up manager accounts, agent accounts, groups, roles, and SIP devices.

<CardGroup cols={2}>
  <Card title="Manager Accounts and Roles" icon="user-tie" href="/how-to-guide/how-to-create-manager-accounts-and-roles">
    Create Admin Portal accounts and role templates.
  </Card>

  <Card title="User (Agent) Accounts" icon="user-plus" href="/how-to-guide/how-to-create-user-agent-accounts">
    Create login credentials for agents.
  </Card>

  <Card title="User Groups" icon="users" href="/how-to-guide/how-to-create-user-groups">
    Organise agents into groups for routing.
  </Card>

  <Card title="User Roles" icon="user-shield" href="/how-to-guide/how-to-configure-user-roles">
    Define agent-level permission templates.
  </Card>

  <Card title="SIP Devices" icon="headset" href="/how-to-guide/how-to-set-up-sip-devices">
    Register SIP endpoints for agents and managers.
  </Card>
</CardGroup>

## Call Routing

Configure carriers, numbers, and inbound call flows.

<CardGroup cols={2}>
  <Card title="SIP Trunks" icon="network-wired" href="/how-to-guide/how-to-configure-sip-trunks">
    Connect the platform to your carrier.
  </Card>

  <Card title="Outgoing Rules" icon="arrow-right-from-bracket" href="/how-to-guide/how-to-create-outgoing-rules">
    Route calls to trunks with number manipulation.
  </Card>

  <Card title="Caller-ID Groups" icon="id-card" href="/how-to-guide/how-to-set-up-caller-id-groups">
    Create rotating pools of outbound numbers.
  </Card>

  <Card title="DIDs (Inbound Numbers)" icon="hashtag" href="/how-to-guide/how-to-set-up-dids">
    Register inbound numbers from your carrier.
  </Card>

  <Card title="IP Mapping" icon="map-location-dot" href="/how-to-guide/how-to-configure-ip-mapping">
    Whitelist trusted carrier IPs.
  </Card>

  <Card title="Ring Groups" icon="bell" href="/how-to-guide/how-to-create-a-ring-group">
    Ring multiple agents simultaneously or in sequence.
  </Card>

  <Card title="IVR Menus" icon="list-tree" href="/how-to-guide/how-to-create-an-ivr">
    Build interactive voice response menus.
  </Card>

  <Card title="Time Conditions" icon="clock" href="/how-to-guide/how-to-set-up-time-conditions">
    Route calls by time of day and day of week.
  </Card>

  <Card title="Call Queues" icon="list-ol" href="/how-to-guide/how-to-create-a-call-queue">
    Hold callers and distribute to available agents.
  </Card>

  <Card title="Conference Rooms" icon="users-rectangle" href="/how-to-guide/how-to-set-up-a-conference-room">
    Multi-party audio sessions with PIN access.
  </Card>

  <Card title="Block Inbound Calls" icon="ban" href="/how-to-guide/how-to-block-inbound-calls">
    Blacklist unwanted inbound numbers.
  </Card>
</CardGroup>

## Campaigns

Create and manage inbound, outbound, blended, and broadcast campaigns.

<CardGroup cols={2}>
  <Card title="Inbound Campaign" icon="phone-arrow-down-left" href="/how-to-guide/how-to-create-an-inbound-campaign">
    Receive customer calls and route to agents.
  </Card>

  <Card title="Outbound Campaign" icon="phone-arrow-up-right" href="/how-to-guide/how-to-create-an-outbound-campaign">
    Auto, preview, or manual dialing from lead lists.
  </Card>

  <Card title="Blended Campaign" icon="shuffle" href="/how-to-guide/how-to-create-a-blended-campaign">
    Handle inbound and outbound simultaneously.
  </Card>

  <Card title="Voice Broadcast" icon="bullhorn" href="/how-to-guide/how-to-create-a-voice-broadcast-campaign">
    Deliver pre-recorded messages to a list.
  </Card>

  <Card title="Dispositions" icon="tags" href="/how-to-guide/how-to-create-dispositions">
    Standardised outcome codes for calls.
  </Card>

  <Card title="DNC List" icon="circle-minus" href="/how-to-guide/how-to-manage-the-dnc-list">
    Manage the Do Not Call registry.
  </Card>
</CardGroup>

## Leads and Follow-Ups

Manage lead data, groups, custom fields, and scheduled callbacks.

<CardGroup cols={2}>
  <Card title="Create and Import Leads" icon="file-import" href="/how-to-guide/how-to-create-and-import-leads">
    Add leads manually or bulk import via CSV.
  </Card>

  <Card title="Lead Groups" icon="layer-group" href="/how-to-guide/how-to-create-lead-groups">
    Organise leads into named batches.
  </Card>

  <Card title="Custom Fields" icon="input-text" href="/how-to-guide/how-to-set-up-custom-fields">
    Extend lead records with your own fields.
  </Card>

  <Card title="Follow-Ups" icon="calendar-check" href="/how-to-guide/how-to-manage-follow-ups">
    Track scheduled callbacks.
  </Card>
</CardGroup>

## Messaging

Connect chat channels and handle digital conversations.

<CardGroup cols={2}>
  <Card title="Messaging Channels" icon="comments" href="/how-to-guide/how-to-set-up-messaging-channels">
    Connect WhatsApp, Facebook, and Instagram.
  </Card>

  <Card title="Messaging Queues" icon="inbox" href="/how-to-guide/how-to-create-messaging-queues">
    Route conversations to agents via ACD.
  </Card>

  <Card title="Handle Messages" icon="message" href="/how-to-guide/how-to-handle-messages-agent-view">
    Agent workflow for reading and replying.
  </Card>
</CardGroup>

## Reports and Recordings

Analyse performance, review calls, and automate report delivery.

<CardGroup cols={2}>
  <Card title="Agent Performance Report" icon="chart-column" href="/how-to-guide/how-to-generate-the-agent-performance-report">
    Talk time, AHT, and utilization per agent.
  </Card>

  <Card title="Call Detail Records" icon="file-lines" href="/how-to-guide/how-to-access-call-detail-records">
    Search and export every processed call.
  </Card>

  <Card title="Call Recordings" icon="microphone" href="/how-to-guide/how-to-access-and-download-call-recordings">
    Play or bulk-download recordings.
  </Card>

  <Card title="Login/Logout Report" icon="clipboard-list" href="/how-to-guide/how-to-view-the-login-logout-report">
    Audit agent sessions and attendance.
  </Card>

  <Card title="Realtime Dashboard" icon="gauge-high" href="/how-to-guide/how-to-use-the-realtime-dashboard">
    Live activity and supervisor controls.
  </Card>

  <Card title="Automated Reports" icon="calendar-days" href="/how-to-guide/how-to-schedule-automated-reports">
    Schedule CDR reports by email.
  </Card>
</CardGroup>

## Settings

Platform-wide configuration for audio prompts.

<CardGroup cols={2}>
  <Card title="Audio Prompts" icon="file-audio" href="/how-to-guide/how-to-upload-audio-prompts">
    Upload MP3 or WAV audio for IVRs and queues.
  </Card>
</CardGroup>