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AvidTrak’s Knowledge Base
Welcome to AvidTrak’s Knowledge Base
Search
Getting Started
Introduction to Avidtrak
How to Setup a Free AvidTrak Trial Account
How to Set Up an AvidTrak Agency Account
Dynamic Number Insertion
How to Setup Dynamic Number Insertion
How to Create a Site Number Group
Setting Up Google Tag Manager for AvidTrak
How to Add the AvidTrak JavaScript to a WordPress Website
Agency
Agency Dashboard
How to View Client Data
Create and Edit Menu Templates for Sub-Agency
How to Add a New Sub Agency Account
How to Enable or Disable an Existing Sub-Agent Account User
Adding new Clients
How to Add a New Client to an AvidTrak Agency
Create and Edit Menu Templates for Clients
Number Management
How to Purchase a Phone Number
Set Receiving Number
Set Recording
Set Pre-amble / Caller Greeting
How to Enable the Whisper Feature
Set Voicemail
Setting Caller Name and Track ID
How to Create a Robo Call Filter
Block Caller
After Hours Call Forwarding
Phone Call Routing During Holidays
Show Remaining Articles ( 3 )
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Advance Routing
Sequential Dialer
Simultaneous
IVR Routing
Integrations
Google Analytics
Google Ads
Microsoft Ads
Salesforce
Zoho CRM
HubSpot
Facebook/Instagram Integration
Google Sheets
Account Management
Change Time Zone
Update Password
How to Change Your Profile Information
Setting up Your Custom Account Preferences
Billing & Payments
Billing Dashboard
Usage Report
How To Change And Cancel Your Subscription
How to Set Up Auto Recharge and Recurring Payments in AvidTrak
How to Add a Credit Card to your AvidTrak Account
Payment History
Transcriptions
Enable / Display Call Transcription
Keyword Flagging / Triggers
Call Outcomes
Reporting
Dashboard
Call Logs
Campaign
Visit Log
Transcription
Alerts
How to Add a New Email Alert Template in AvidTrak
How to Add a New Email Alert in AvidTrak
Leads
Form Tracking Manual
AI Solutions Suite
Subscribe to Leena the AI Voice Agent
Products
Calls & Lead Tracking
Leena – AI Voice Assistant
Messaging
Avidia – AI Performance Analyst
Lead Maximizer
Our Applications
Agency Platform
AI Conversation Analytics
BYON – Bring Your Own Numbers
Display and Content Marketing
Email Marketing
Franchise Networks
Mobile Ads Tracking
Organic Traffic
PPC – Keyword and Source Tracking
Print, Radio and TV
Social Media
STIR/SHAKEN
Use Cases
Types of Applications
Agencies
Bring Your Own Numbers
Franchise Marketers
Healthcare Providers
Verticals
Automotive
Carpenters
Concrete and Paving
Dental
Domestic Staffing & Cleaning
Education
Electricians
Handyman/Home Services
—
Hotels/Hospitality
HVAC/Plumbing
Insurance
Landscaping
Law Firms
Locksmith
Massage and Yoga
Office Maintenance
—
Office/Retail Custodial Services
Pest Control
Real Estate
Rehab Facility
Retail
Salons
Senior/Elder/Child Care
Wellness Services
Pricing
AI Solutions
Calls & Lead Tracking
Lead Maximizer Pricing
Agencies
Resources
Blog
Knowledge Base
Integrations
Rest API
A2P 10DLC Guide
