- Old KB
- 1Stream Client
-
1Stream Platform
- Admin User Functions
- Application Download
- AutoTask Integration
- BrightGauge
- Call Routing Features
- Call Tools
- ConnectWise Integration
- CrewHu
- CRM Management
- DropBox Integration
- End User Management
- Enterprise Portal
- HubSpot Integration
- Freshdesk Integration
- General Troubleshooting
- Hudu
- InfusionSoft Integration
- Insightly
- Liongard Integration
- Kaseya BMS
- MSPbots Integration
- OneDrive Integration
- Power BI
- Progressive Dialer
- Reports
- Salesforce
- ServiceNow Integration
- Signal
- SyncroMSP
- ZenDesk Integration
- Halo Integration
- Transcription and Analytics
-
Control Portal
- Auto Attendant Functionality
- BLF Keys
- bvoip Fundamentals
- Call Flow
- Call Queue
- Call Recordings
- Call Rules
- Desktop Application User Documentation
- Dial Codes
- DIDs
- Extensions
- Extension Tools
- FAQs
- Google Integration
- Microsoft 365
- Multifactor Authentication
- Phone Hours
- Settings
- Security
- Shop
- SIP Trunks
- SIPTrunk.com Partnership
- Storage
- System Notifications
- System Tools
- Troubleshooting Guides
- Users
- Webclient User Documentation
- Whitelabelling
- Zoho Integration
- WhatsApp Integration
-
Device Management & Provisioning
-
Nucleus for Microsoft Teams
-
1Stream Client
-
Messaging
1Stream End User Section
This article is intended as an index to help identify tasks that are for End Users of the 1Stream platform.
Guided Tour
The below video will provide a guided tour of what's where in the 1Stream Client Chrome Extension. Some Basic User functions will be reviewed, such as the Call History Filter and Call Queue Sign-In, plus how to Attach Call Recordings to Tickets in a Connected CRM.
Basic User Functions
The features listed in this section are available for all end users, regardless of the level of 1Stream licensing.
- 1Stream Call History Filter
- 1Stream Call Queue Sign-In
- Adding Numbers to Existing Contacts
- Adding a Company in 1Stream
- Adding Contacts in 1Stream
- Adding a Contact Note
- Creating Opportunities in 1Stream
Ticket Management
The features listed in this section are only available for end users with Core or higher level 1Stream licensing.
- CRM Ticket Overview
- Adding a Time Entry in 1Stream
- Attaching Call Recordings to Tickets
- Creating Tickets in 1Stream
- Contact Transferring in 1Stream
- Editing Contacts in 1Stream
- Emailing Clients in 1Stream
- Using @Mentions and Follow-up Tags in 1Stream
- Using Note Templates in 1Stream
- Utilizing Ticket Form Snapshots in 1Stream
Advanced Call Tools
The features listed in this section are only available for end users with higher level 1Stream licensing.