Additional Information
In this article, you can find additional information that might not have a direct section in the rest of the documentation.
Settings:
General:
The Organization Details page allows you to configure and view your organizational account information. This section contains the following fields:
Organization ID: Unique ID for your organization/team
Company Name: Name attributed to your organization/team
Address Fields: Country, Street Address, Street Address 2, City, Province/State, Postal Code
Company Phone Number: Contact information field
Access Management:
This Users management page displays a comprehensive overview of organizational user accounts. The interface includes search functionality, filtering options, and an "Add User" button for account management. Each user entry displays their profile information including name, date added, last modified date, assigned user groups (such as "Full Access Admin" or "None"), and current status (either "Activated" or "Deactivated"). The page also provides access to related management sections through tabs for User Groups, Permission Groups, and API Keys, along with action menus for individual user management tasks.
Front Office:
Phone Number Management:
This page allows administrators to manage phone numbers specifically for use with Agents and Processes. This interface provides search functionality, filtering options, and a "Generate Phone Number" button to create new phone numbers for organizational use.
Default Agent - Advanced Settings:
This page allows administrators to configure default settings for AI Agents, focusing on user identification and transfer to human options. The page includes Transfer Settings with a toggle for "Transfer to Human" functionality, and a User Identification section that determines when and what information is collected from users for use in People, Conversation History, and Live Chat pages.
Back Office:
Environment & Shared Parameter Sets:
This page is divided into two main sections that allow users to manage different operational settings.
The top section, "Environments," displays a table of available environments with tabs for "Active" and "Archived" views, along with search functionality and a "Create Environment".
Pressing the "Create Environment" button opens a modal dialog box that allows users to set up a new environment. The modal contains a required "Name" field where users enter the environment name, and an optional "Description" field for additional details about the environment's purpose.
The bottom section, "Parameters Sets," shows a searchable table of parameter configurations with filtering options. Pressing the "Create Parameter Set" button opens a comprehensive form page with three main sections. The "General" section allows users to configure the basic name and description of the parameter set. The "Default Parameters" section provides tools to create individual parameters with options for parameter names, protected status toggles, data type selection, and optional default values, along with an "Add Parameter" button to include additional parameters. The bottom section, "Environment-Specific Parameters," is optional and allows users to override default parameter values for specific environments using an "Add Environment" button.
Process Reporting:
The Process Reporting page allows users to configure automated reporting emails for recent process executions. The interface displays a table with columns for Report and Workflow Name, Email Addresses, Sending Frequency, Previous Days Data Included, Date Next Report is Sent, and Action options. Users can create new automated reports using the "+" button located in the top-right corner of the page. Currently, no reporting configurations have been set up, as indicated by the "No Data Found" message and empty table, suggesting that automated reporting setup is still pending or this feature hasn't been utilized yet.
Pressing the "+" button opens a form for creating new automated reports. The form includes fields for Report name (text input), Workflow name (dropdown to select a process), and Email Addresses (where users can insert email addresses). The Sending Frequency section allows users to select how often reports are sent via a frequency dropdown, along with time selection fields (hours, minutes, and AM/PM). Additionally, users can configure the "Number of Previous Days Data Points Included in the Report" through a dropdown menu that defaults to "Include All Data Points." This form provides all the necessary options to set up customized automated reporting for process executions.
Usage:
This page displays billing and usage analytics for the current billing cycle, showing the organization name "Symphona Explore" with the current billing period dates and remaining days. Users can view data either "By Billing Cycle" or "By Month" using toggle buttons in the top-right corner. The page presents usage metrics through five chart widgets: "Received Chat Messages," "Handled Call Minutes," "Executed Workflow Steps," "Sent Outbound Emails," and "Sent Outbound SMS." Each chart displays data over billing cycles on the x-axis and number of units on the y-axis.
File Manager:
The file manager page is where all of the output files and documents are stored. Here, you can preview, download, rename, and delete all of your files created within Symphona.
External ID Field:
An External ID field is now available to be added within Symphona user profiles, providing administrators with the ability to link user accounts to employee IDs from external systems or databases. This field enables you to store employee identification numbers directly within user profiles for seamless data synchronization and cross-platform identification with your existing HR or organizational systems. Administrators and users with relevant permissions can add and manage External ID information when creating or editing user accounts, while regular users without user management permissions cannot modify this field from their own profile settings. This enhancement streamlines user management workflows and supports better integration capabilities between Symphona and your existing employee management systems.