About Presets
Presets are preconfigured settings that allow you to quickly and consistently set up objects across your account. Instead of manually configuring each option, you can apply a preset to instantly populate recommended settings. Presets can be used to configure many objects in your account, such as call settings, call queues, notifications, smart routers, voice menus, schedules, triggers, smart dialers, and tracking sources.
Preset Availability and Permissions
Agency administrators can create presets in any account within their agency. Once created, those presets are available to account administrators across all accounts within the same agency. This helps ensure standardized configurations and reduces setup time across multiple accounts.
How to Use a Preset
Presets are applied directly within the feature you are configuring. To use a preset:
Navigate to the feature you want to configure.
Click the Use a Preset button within that feature.
Select the desired preset from the drop-down menu.
The system will automatically apply the preset settings.
Example: Using a Trigger Preset
To apply a preset when creating a trigger:
Go to Flows > Triggers > New Trigger.
In the General section, click Use a Preset.
Choose a preset from the drop-down list.
The selected preset will automatically configure the trigger for you. You can review and modify any settings after applying the preset to better match your use case.
Creating a New Preset
When creating or updating a record that supports presets, like a tracking source or a notification, you will see a Use as a preset option at the top of the page. Toggle the switch to ON and click Save Changes. The settings saved for that object can now be used as a preset across all accounts in that agency.
Presets appear in the object lists with an icon next to their name and can be used by clicking the Use a Preset button at the top of the configuration page.
Note: While presets can be created in any account, we recommend having a single account that stores all your presets so they are easier to find.
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