Invo's Director of Accounts James Dennis will demo how to add Users, Locations, Queues and Answers, and will explain how Queues and Answers affect how client calls are routed.

Begin configuration of the major Core items:

• Users added and configured with proper roles and queues assigned.
  
  
• Additional Locations added if applicable.
  
  
• Queues configured for each team and service you will be offering.

James will demo how Esignature integrates within a video banking call.  We will also discuss how some of the additional settings factor into the platform.

James will demo how to upload a marketing ad, and how to create a Marketing campaign.  We will also discuss Branding for the Web and Kiosk modules.

In parallel with building your Marketing campaign, you can now begin installing your test kiosks, and download the Concierge app.  The kiosk installer is a single install file, that can be found in your environment, under Admin > Manage Settings > Kiosk in the left hand column > Kiosk Toolset on the right side.  There is also a video walkthrough of how to install the Kiosk located at the link below.

James will walk through our Concierge module, and what that workflow will look like.  Your core configuration should now be completed, and you are now ready to begin testing a web call to learn the basic features of a video banking call.  If your test kiosks have been installed, you may also begin testing kiosk calls as well.

Begin integration for the booking module.  View the page below for more info.