Adversus

Introduction to users

Introduction to teams

Create new users

Create permission groups for users

Create an API user

Create an external user for the Insights overview

A complete reference for every permission in Adversus, including what each one unlocks, feature dependencies, default group contents, role-based setup suggestions, and troubleshooting.

Permissions — what each permission lets a user do

Line Jensen

Christoffer

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Give Adversus support access to your account

Reset your password

Switch to another workspace/account

Change app language

How to set up and use an external softphone

Work from home

How to enable multi-factor authentication for all accounts or individually

How to use and create tags

Using AI Features in Adversus: What You Need to Know

Export data from Adversus

General

Calls & Phone numbers

Introduction to number pools and smart caller strategies

How do I purchase phone numbers?

Configure predictive dialing

Recording Calls (Outbound)

Activate internal transfers of calls

Activate the outbound ringtone for your calls

Recording Snippets - how to activate and use them

BYOC – Bring Your Own Carrier

Set up Outbound on your phone numbers

Alphanumeric Sender IDs

Regulations when calling from UK numbers

Set up Inbound on your phone numbers

Segment your Leads

Change outgoing number on a campaign

Configure an outbound campaign to also receive inbound calls

Move a callback from one agent to another

Transfer to an external phone number

Call another phone number in an ongoing call

Find call recordings from Warehouse Calls

How do I replace my numbers?

Set opening hours for a phone number

Phone number regulations

How to

Troubleshooting calls

Callbacks don't come up automatically

Why do I have poor audio quality in Adversus?

SIP codes definition and troubleshooting

Common fixes to common audio issues

Troubleshooting

Campaigns

Create a campaign

Create an inbound campaign

Create a strategy

Copy settings from one campaign to another

Create timeslots

Work with Quicklists

How to set up live transcription of conversations and find it in Warehouse

Segment Builder

Contact Data segments

User type campaign segmentation

Manual campaign segmentation

Manage Campaign segments

Segmentation

Campaign settings - Settings

Campaign settings - Segmentation

Campaign settings - Bookings

Campaign settings - Fields

Campaign settings - Sales

Campaign settings - Messages

Campaign settings - Call forwarding

Campaign settings - KPIs

Campaign settings - iframe

Campaign settings - Manuscripts

Campaign settings - Upload Leads

Campaign settings

User administration

Edit/sort users

Edit settings for calendar users

Edit a team

Edit an API user

Resend verification email to a user

Reset the password for an API user

Open a locked user

Log a user out of a session

Field groups: How to create fields hidden for users

How do I manage my login methods and single sign-on?

Single Sign-On (SSO)

Booking & Calendars

Get the dialer ready to book meetings

Introduction to the booking overview

Integrate your external calendar

How a calendar user integrates their external calendar

Calculate driving distance between meetings

Book meetings using round robin setting

Match values for calendar users

Update a booking as 'held'

Postpone a meeting

Cancel a Booking/Meeting

Move a meeting from one consultant to another

Sales & Products

Introduction to sales and products

Create products for the sales module

How to add a sales commission to a product

Introduction to Insights

Introduction to Dashboards

Introduction to Workforce

Create your own custom KPIs

Create a report

Create a dashboard and add widgets

Create user groups

Create projects