Set Up
2X Solutions Setup & Onboarding Worksheets
Key API & Workflow Integration Insights
FAQ
I am uploading new records into an existing workflow using a CSV file; will the system catch if I upload the same records?
Are you compliant with Telemarketing Sales Rule (TSR) call time restrictions?
Why do we need to use the 2X outbound number in voicemails?
How does the automatic scheduled callback feature work?
How can I record calls?
Does setting the hours of operation in our back office determine the workflow call schedule?
How to Download and Review Call Results from Your CSV File
How do I permanently stop calls to a specific phone number?
Do we need to call back a record if it's transferred but no one answers on our end?
Can I pause the platform from making calls?
How does the Saturday call feature work?
API and Webhooks
API: Add Record to Workflow
API: Mark Record as Complete
API: Resume Completed Record
API: Call Opt Out
API: Send Sample Postcall Webhook
Webhook: Post-Call
Webhook: Inbound Call
Adding Records via CSV
Mastering Workflows
Workflow Overview
New Lead Example Script
Aged Leads Example Script
30-Day Workflow Sample
5-Day Sample Workflow
Compliance
TCPA/CTIA Compliance and 2X Solutions: What You Need to Know
Best Practices and Tips
Best Day and Time to Call: Boosting Engagement
Outbound Spam Management
Voicemail Best Practices
Various API routes to enable CRM integration.
