The Ring — Inboxes
13 items
On Hold
Park a Teloring conversation until a chosen time. On Hold is a top-level conversation status with its own queue — the conversation leaves your active lists and comes back automatically when the time is up, or the moment the customer replies.
Conversation Attributes
Custom fields that belong to one conversation instead of to the contact. Build them in Settings, fill them in from the conversation panel, set them from Studio, and report on them in Analytics.
CRM & Customers
Customers is Teloring's mini CRM. It connects conversations, contacts, calls, documents, journey events, and custom business records around a customer profile.
Views
Views turn your CRM into tables you build yourself. A view is a saved, filterable, sortable table over any object in Teloring — your customers, or any record that lives under a customer (notes, calls, deals, tasks, service calls, documents, form data, and any custom object your account creates).
Studio
9 items
Forms Builder
Forms Builder lets your team create structured forms, publish them to customers, collect submissions, and trigger Studio automations when a form is completed.
Analytics
Analytics is where your team turns everyday activity into reports. You build dashboards from the data Teloring already collects — conversations, messages, contacts, agents, customers, custom objects, form submissions, and e‑signatures — and lay them out as cards on a free‑form canvas.
AI World
AI World is the control room for every artificial‑intelligence feature in Teloring. It's a single page of on/off switches — one per capability — that decide how much AI helps your team across conversations, the knowledge base, and analytics.
Knowledge Base
The Knowledge Base is where you teach Teloring's AI about your business. You upload files and websites, Teloring reads and indexes them, and then anyone (a person or the AI) can ask a question in plain language and get an answer built only from the content you provided — never from the open internet and never from the AI's general knowledge.
Files Warehouse
The Files Warehouse is the account-wide inventory of file records that supported Teloring features register while your team works. It brings together registered customer attachments, files sent by agents, call recordings, signed documents, Studio voice prompts, form images, and other stored assets in one place.
Achievements
Achievements turn everyday milestones — connecting your first channel, building an automation, growing your team — into free top-up credits you can spend anywhere in Teloring. Every time your account reaches a goal, a reward becomes ready to collect. Click Collect and the credits land in your balance.
Agents, Teams & Roles
3 items
Notifications
Set up personal Teloring notifications — choose what you want to be told about (conversation assigned to you, new message, Studio alerts) and how you want to hear about it (sound, email, browser push, notification bell).
Settings
Settings is the account control center for identity, time logic, login security, API access, and account data. Most settings are account-wide, which means they affect every agent in the same Teloring account.