Teloring User Guides
Teloring is an omni-channel customer communication platform and mini CRM. It brings conversations, customer records, agents, AI tools, automation, files, and reporting into one workspace so teams can manage customer communication without switching between channels.
These guides are written for daily platform users, team managers, and account admins. They focus on how to use the product. API documentation will come later.
Who should read this
| Role | Start here | Main areas |
|---|---|---|
| Agents | Workspace tour | Conversations, queues, customer panel, quick replies, profile |
| Team managers | Inboxes and routing | Conversation queues, assignments, CRM, analytics, Studio |
| Admins | First login checklist | My Ring, agents, settings, knowledge base, audit log, billing |
What you see after login
After signing in, most users land in the Teloring workspace. The left sidebar is the main navigation. The top header contains workspace actions such as language switching, theme controls, account indicators, and profile access. The main content area changes based on the selected page.
The main sections are:
| Section | What it is for |
|---|---|
| Dashboard | A quick overview of open conversations, waiting conversations, resolved conversations, online agents, and recent activity. |
| Conversations | The main agent workspace for reading, replying, assigning, labeling, prioritizing, and resolving customer conversations. |
| Customers | The CRM area for customer profiles, lifecycle stages, linked contacts, journey history, conversations, calls, documents, and custom objects. |
| My Ring | The inbox/channel setup area. This is where admins connect WhatsApp, email, SMS, Telegram, LINE, live chat, voice, TikTok Messenger, and Meta inboxes. |
| AI World and Knowledge Base | AI feature configuration and the source material used by AI Copilot and RAG-based answers. |
| Forms | The form builder for collecting structured customer data, publishing form links, reviewing submissions, and triggering Studio flows. |
| Studio | The visual automation builder for triggers, conditions, replies, HTTP requests, CRM updates, and other workflow actions. |
| Quick Replies | Reusable message snippets that agents can insert while replying to customers. |
| Analytics | Reports and dashboards for measuring conversations, agents, and operational performance. |
| Settings, Agents, Audit Log, Billing | Admin areas for account configuration, team management, security review, and usage/credits. |
The exact menu can vary by role and enabled features. For example, audit log and billing pages are admin-only.
Recommended reading order
- Workspace tour - understand the navigation and main screens.
- First login checklist - prepare a new account for real use.
- Inboxes and My Ring - connect the channels customers will use.
- Conversations - learn the agent workflow.
- CRM and Customers - organize customer records and history.
- Forms Builder - collect structured data from customers.
- Studio Automation - automate common customer journeys.
- Analytics - build dashboards and reports from your data.