How to Use the Usage Summary and Transactionin Audit Logs for LC Phone in HighLevel

• Guide to Submitting A2P with New Checkboxes
• Navigating Audit Logs for A2P Submissions
• Exploring New Message Segments and Call Duration Features
• How to Delete a Connection for Sub-Accounts
• Enhancements in Wallet Balance Check for A2P Submissions

In this guide, we’ll explore how to utilize the LC Phone’s features within HighLevel, including usage summaries, transactions, and audit logs. By following these steps, you’ll efficiently manage your phone system and streamline your workflow.

Guide to Submitting A2P with New Checkboxes

To begin, let’s look at how to submit A2P with the newly added checkboxes for Direct Lending and AG Gated Content.

1. Access Settings: Navigate to the bottom left corner and click on ‘Settings’.
2. Go to Phone Numbers: Select ‘Phone Numbers’ and then click on ‘Trust Center’ at the top.
3. Start A2P Submission: Click ‘Start Registering Now’ to begin your A2P submission.
4. Fill Out Details: Enter your business details, business address, and contact information.
5. Confirm Details: After filling out your information, click ‘Continue’ and confirm the details.
6. New Checkboxes: Scroll down to find the two new checkboxes.

Navigating Audit Logs for A2P Submissions

Next, we will look into the audit logs for A2P submissions, which are accessible at both the agency and location levels.

1. Access Settings: Go to ‘Settings’ in the bottom left corner.
2. Select Audit Logs: From the drop-down menu, select ‘Audit Logs’ and then ‘LC Communication’.
3. View A2P Submissions: You will see the A2P submission logs. Click on ‘View Details’ to see the submission status.

Exploring New Message Segments and Call Duration Features

HighLevel has introduced new features for viewing message segments and call duration.

1. Navigate to Phone Numbers: On the left sidebar, click ‘Phone Numbers’.
2. Usage Summary: At the top, select ‘Usage Summary’.
3. View Summaries and Transactions: Here, you can see monthly spending summaries and detailed transactions.
4. Detailed View: Click on a transaction ID to see detailed information such as the number of segments, contact name, transaction ID, and more.
5. Call Duration: Select a recent call and click on the ID to view its duration.

How to Delete a Connection for Sub-Accounts

If you need to delete a connection for sub-accounts, follow these steps:

1. Log in to Agency Account: Ensure you are logged into your agency account.
2. Access Phone Integration: Go to ‘Settings’ at the bottom left and select ‘Phone Integration’.
3. Select Sub-Account: Under sub-account settings, select the account in question.
4. Delete Connection: Click the pencil icon and then the ‘Delete Connection’ button.

Enhancements in Wallet Balance Check for A2P Submissions

HighLevel has introduced a new feature to check the wallet balance during A2P submissions. This ensures that sub-accounts or agencies are active and that the wallet balance is not negative.

By following these detailed instructions, you can maximize the efficiency of your HighLevel LC Phone system, ensuring smooth operations and better management of your phone-related activities.

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By organizing the content into a well-structured blog post with clear headings and step-by-step instructions, this guide will help users navigate and utilize the LC Phone features within HighLevel more effectively.