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How To's
Clear/Voyager AI Videos
Clear/Voyager AI - Explore - Articles
- How to customize the layout of the Call List View
- How to perform a quick search in the Call List View
- How to search for calls by date in the Call List View
- How to apply new filters in the Call List View
- How to clear a filter in the Call List View
- How to save filters in the Call List View
- How to apply saved filters to your call list in the Call List View
- How to delete saved filter from the Call List View
- How to export the Call List output
- How to turn on notifications for high-priority calls
Clear/Voyager AI - Call Review - Articles
Clear/Voyager AI - Call Search - Articles
- How to run a query in Call Search
- How to add search terms to a query in Call Search
- How to delete search terms from a query in Call Search
- How to create new queries in Call Search
- How to narrow your Call Search Query using filters
- How to save a query in Call Search
- How to change a query's title in Call Search
- How to delete a query in Call Search
- How to adjust the time range displayed in the Histogram Visualization
- How to adjust the Time range displayed in the Call Search Time Series Visualization
- How to optimize call processing time using Call Search
- How to evaluate protocol adherence using Call Search
Engage - Protocol Editor Videos
- 1. Welcome to the Protocol Editor
- 2. Basics: Accessing the new menus
- 3. Protocol Editor: The main menu
- 4. Protocol Editor: Version history and releases
- 5. Protocol Editor: Branches
- 6. Protocol Editor: Nodes and blocks
- 7. Protocol Editor: Introduction to logic and basic call flow
- 8. Protocol Editor: Flow value collectors
- 9. Protocol Editor: Link portal nodes
- 10. Protocol Editor: Text Editing
Engage - Protocol Editor Articles
- How to Create a New Graph
- How to Create a New Branch
- How to collect input using Flow Value Collectors
- How to change the text displayed in Flow Value Collectors
- How to upload new media to the media library
- How to embed documents into your protocol flow
- How to embed images into your protocol flow
- How to Set a Graph as Released
- How to Set a Graph as Active
- How to Open a Graph/Version for Editing
- How to Edit a Previously Released or Active Graph
- How to Rename a Graph
- How to Export a Graph
- How to Import a Graph
- How to Delete a Version of a Graph
- How to Delete an Entire Graph - All Versions
- A guide to designing protocols in Corti: Building a good view node
- A guide to designing protocols in Corti: When to create new branches and use components
- A guide to designing protocols in Corti: Setting up “automatic documentation” in the Flow-Value-Collector
- A guide to designing protocols in Corti: Using logic to control the flow of Triaging
- A guide to designing protocols in Corti: Setting the protocol up for a successful integration
Admin - Articles
- How to add new users
- How to delete roles
- How to edit existing roles
- How to add a new role
- How to search for users
- How to delete a user
- How to change user roles
- How to change user passwords
- How to reset user passwords
- How to edit other user's details
- How to Set Up a New Password
- How to create a team from the Team View