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Runo Version 5 - Release Notes

The Runo Call Management CRM Version 5 release notes detail new features including user onboarding, OTP verification for secure authentication, and a revamped signup process. Enhancements to the user interface include a new home page with call and customer analytics, a user profile page, and improved call tracking and reporting functionalities. Additional updates focus on security, data management, and team management capabilities to streamline user experience and performance tracking.

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4 views

Runo Version 5 - Release Notes

The Runo Call Management CRM Version 5 release notes detail new features including user onboarding, OTP verification for secure authentication, and a revamped signup process. Enhancements to the user interface include a new home page with call and customer analytics, a user profile page, and improved call tracking and reporting functionalities. Additional updates focus on security, data management, and team management capabilities to streamline user experience and performance tracking.

Uploaded by

siddidigitalads
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Runo Call

Management CRM
Release Notes - Version 5
WHAT ALL WE COVERED?
1. USER ON-BOARDING
Explains core features of Runo while
new user onboards into the application
2. NUMBER AUTHENTICATION

The system requires


OTP verification before
account creation to
ensure secure user
authentication.

The OTP is sent to


unregistered phone
numbers for verification.
3. REVAMPED SIGNUP
User Invitation: Admin sends
an invitation link to the user's
registered phone number.

Login: User logs in with their


registered number, viewing
company details and their
name.

Password Setup: User sets up


a new password during the
first login.
4. NEW HOME PAGE
User Profile & Call Activity
View profile details, call history
(inbound & outbound), and
call analytics. Managers can
track user performance.

Customer Analytics & Open


Actions
View stage-wise customer
counts, source data, and user
performance. Track open
allocations, missed calls, and
follow-ups.
5. GET STARTED - DIY
When a new user logs in for the
first time and clicks the start
button, they will receive tooltips
guiding them on how to use the
application.
6. INVITE USER FLOW
The User Invitation Flow begins
when the admin adds a new user,
sending an invitation link to their
registered phone number.

During the first login, the user is


prompted to set up a new
password for secure access.
7. MY PROFILE PAGE
On the User Profile page, the user
can view their profile photo,
personal details (such as email,
phone number, etc.), account
information, and user access
permissions.

The profile page includes options


for Break and Checkout.
8. CALL ANALYTICS
Users can view both Inbound and
Outbound call activity in a single
chart, providing an overall
overview of their call data.

Users can access detailed insights


such as Total Calls and Total Talk
Time, helping to track and analyze
their call performance in a single
view.
9. CUSTOMER ANALYTICS
Customer Analytics: Users can
view the count and percentage of
customers at each stage and
access data categorized by
source to understand customer
origins.

User Performance - Customers:


Managers and admins can analyze
user performance by customer
stages and track progress through
the conversion funnel.
.
10. DIALER INFO AT 9
CALL TRACK ASSIST
Dialer Info: Distinguish between
Phone Dialer (default call app) and
Google Dialer which helps in
detecting device compatibility for
call recording.
11. DETAILED FOLLOWUPS
Includes a direct calendar icon for
easy access.

Switching between Pending,


Upcoming, and All tabs for better
organization of follow-up tasks.
12. MENU & ICON CHANGES

Templates are removed from the


user panel and added to other
sections.

Users can view all types of


templates: WhatsApp, SMS, and
Email in a single view.
13. STATUS & STAGE
MAPPING
Admins can map any status to
stages for a streamlined workflow.

Any status can be mapped to the


four default stages provided by
the system
14. ENHANCED SECURITY-
CUSTOMER DATA
Customer details and history will
be restricted based on the VIEW
and EDIT permissions.

If the user is not associated with


a customer, they will only see their
own history.
15. REPORTS - QUEUE &
HISTORY
Reports (basic or advanced) are
added to the Reports Queue
when generated.

The status of these reports can be


tracked in the Reports History
section.
16. PLAYBACK SPEED
- RECORED CALLS
A playback speed icon is added
next to the play icon on the call
recording interface.
17. DATA CLEAN UP &
STORAGE
Scheduled Cleanup:
Admin can schedule and track
data cleanups, with a history
of actions shown.

Storage Monitoring:
Admin can view storage limits
and use "Cleanup Now" to
delete data and free space.
18. TEAM
MANAGEMENT
Users can easily distinguish
between Active and Pending
status, ensuring efficient user Choose from
management. phonebook

Contacts can be added directly


from the Phonebook
THANK YOU
For any assistance, please write to us -
[email protected]

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