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Introduction

3
  • Overview of The Smart DMS
  • Getting Started with The Smart DMS
  • Understanding The Smart DMS Architecture

Common

31
  • Bookmarks
    • How To Add & Remove Bookmarks
  • Communication
    • Communication Overview
    • Settings
      • Communication Settings Overview
      • Email Settings
        • How to Configure Outgoing Email (SMTP) Settings
        • Email Templates
      • SMS Settings
        • SMS Shortcode & API Settings
        • SMS Message Templates
      • WhatsApp Settings
        • Official WhatsApp API Settings
        • WhatsApp Templates
    • Panel Banners
      • Panel Banners
    • WhatsApp
      • WhatsApp Overview
      • How to Setup a WhatsApp Web Session
      • How to Subscribe to System Updates in WhatsApp Groups
    • Web Push Subscribers
      • Web Push Subscribers Overview
  • Content Management
    • How To Add Content Such As FAQs & Guides
    • Content Management Overview in The Smart DMS
    • Categories
      • Managing Content Categories
    • Tags
      • Managing Content Tags
  • Logs
    • Tracking Actions: Understanding Logs in The Smart DMS
  • Notifications
    • How to Enable/Disable Notifications
  • Roles & Permissions
    • User Roles & Permissions Overview
    • Understanding Roles & Permissions Across Central and Tenant Panels
    • How To Create User Roles
  • Search
    • Using the Global Search Bar in The Smart DMS
  • Settings
    • Authentication
      • Authentication Settings
    • General
      • General Settings Overview
      • Do I Use Tenant-Specific or Central Settings
  • Users
    • How to Register a User
    • How To Update a User & Assign Roles
    • How To Bulk Assign User Roles
    • How To Update Your Profile

Central

13
  • Main
    • Dashboard
    • Clients
      • Central Clients
    • Tasks
      • Central Tasks
    • Tenants
      • Tenant Overview — What Is a Tenant in The Smart DMS?
      • How To Create a Tenant
      • Updating a Tenant and Managing Assigned Users
      • Customizing Tenant Labels
    • Payroll
      • Payroll Overview
      • Commissions
      • How to View Your Account Balance
    • Policies
      • Managing Policy Categories
      • Managing Company Policies & Training Manuals in The Smart DMS
    • Subscription
      • How To Renew Your Smart DMS Subscription

Tenant

20
  • How To Access Different Tenants
  • Tenant Dashboard
  • Ecommerce
    • Products
      • How To Create Simple Products
      • How to Create Cable Products in Bulk
      • How To Create Variable Products In Bulk
    • Requisitions
      • How To Request Store Items
      • How To Approve Requisition Items
  • Tasks
    • Task Types
      • Task Types Overview
      • How To Create Task Types
    • Task Management
      • Task Statuses Overview
      • How To Create Tasks
      • How To View Unassigned Tasks
      • How To Mark a Task as Complete / Done
      • How To Start a Task
      • How To End a Task
    • Settings
      • Task Settings
  • Human Resource
    • Employees
      • How To Update Employees
  • Marketing
    • Marketers
      • How to Create a Marketer
    • Commissions
      • Commissions Overview
      • Uncommissioned Tasks
  • Home
  • Documentation
  • Common
  • Communication
  • Communication Overview
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Communication Overview

2 min read

The Communication Module in the Central Panel lets your organization manage how you interact with clients across all tenants — through banners, calls, messages, campaigns, and settings.

It gives you visibility and control over communication tools, so nothing slips through the cracks.

Modules Inside Communication #

Here’s a quick breakdown of each section:

Panel Banners #

Use this to display custom banners across the platform.
Examples:

  • A message above the login screen
  • A top-bar alert for all users
  • A notice for scheduled maintenance or downtime

You can choose where and when banners appear.

Agents & Availability Logs #

Customer service agents can manage calls. From these section you can:

  • Add or remove agents
  • Track their availability (when they were online/offline)
  • Monitor performance and accountability.

Calls #

View all recorded calls from across tenants:

  • Playback call recordings
  • Monitor call activity (missed, answered, duration, etc.)
  • Helps with customer service review and quality control

Campaigns #

This is where you create and track call campaigns:

  • Assign agents to a batch of calls
  • Track call outcomes (answered, not answered, etc.)
  • Analyze success rate and improve your outreach

Web Push Subscribers #

Manage users who have opted in to receive browser push notifications:

  • Send announcements directly to their devices
  • Useful for urgent updates or campaigns

WhatsApp #

Connect your WhatsApp accounts to the DMS:

  • Once connected, agents can send and receive messages from inside the platform (under development)
  • Messages are synced in real-time and tied to specific clients and tasks
  • You’ll be able to view conversations, delivery status, and more

No external phone needed during usage — just scan the QR code and connect your number securely.

Settings #

Control all your communication channels here:

  • Email SMTP settings for outgoing emails
  • SMS API settings for text messages
  • Call API settings for voice calling
  • WhatsApp API settings for official WhatsApp integrations

This is the heart of communication configuration — make sure your credentials are up-to-date.

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Table of Contents
  • Modules Inside Communication
  • Panel Banners
  • Agents & Availability Logs
  • Calls
  • Campaigns
  • Web Push Subscribers
  • WhatsApp
  • Settings

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