Tracking Invoices

Click on Administration > Billing > Invoices to navigate to the “Invoices” menu.

The Invoices menu gives you a summary of the invoices with the latest invoice on the top.

Click on the ‘Usage’ icon on the right to view the usage summary for which the invoice is generated.

Click on the ‘Download’ icon to download the invoice.

Account Statement

This menu gives you the list of all the invoices generated and payments done using your account till date.

Payment Settings

This menu lists all the credit cards linked to your Infince account. The monthly invoice amount will be deducted from the card marked as ‘Default’.

Click the ‘Make Default’ button to make this credit card the active billable card by default.

You can add a new credit card to your account by clicking the ‘Add New Card’ button and adding the card details in the pop-up.

The credit card details are not saved on our servers but are encrypted and saved on the highly secure payment gateway servers.

When you subscribe to certain Business Applications like Mautic or Open Project, these come bundled with tiles that can be added on the dashboard for visualizing business data from these Applications. These tiles will be visible only to those users who have permission to use the corresponding business application.

Adding an Application Tile

• To add a desired Application Tile, click on the “+New” >> “Tile” option on the top right side of the dashboard.

• In the “Application Tiles” menu on the left, choose the desired chart type and click on the “+Add”.

• A new Application Tile with the chosen chart type will be added to the Dashboard. The preset name will be displayed for the Tile, you can change it as desired.

• Click on the edit icon (appears when you hover on the tile) to set the filter values for the query parameters.

• You can select the desired values for the chart parameters and submit. The changes will get reflected in the tile.

Application Tile listing under Administration

Open Project, Upskill, and Mautic are the applications that come bundled with Application Tiles.

Click on the Administration > Applications > Installed Applications > UpSkill > Manage page.

Click on the ‘Tiles’ tab to view the tiles available for UpSkill.

Application Tiles for suiteCRM

SuiteCRM is a free open source Customer Relationship Management application. Infince provides a set of suiteCRM tiles which you can easily add to your dashboard. To add a suiteCRM tile to your Infince dashboard, follow the below mentioned steps:

• To add the suiteCRM tile, click on the “+New” >> “Tile” option on the top right side of the dashboard.

• Click on the ‘Application Tiles’ tab to view all the available application tiles.

• Search for the required tile and click on the ‘+ Add’ button to add the suite CRM tile.
• Now the dashboard displays the tile with data. No configuration is required for displaying data in the tile.

Application Tiles for Mautic

Mautic provides free and open source marketing automation software available to everyone. Infince provides a set of application tiles which you can easily add to your dashboard. To add a Mautic tile to Infince application, follow the below mentioned steps:

• To add the Mautic tile, click on the “+New” >> “Tile” option on the top right side of the dashboard.

• Click on the ‘Application Tiles’ tab to view all the available application tiles.

• Search for the required tile and click on the ‘+ Add’ button to add the Mautic tile.
• Now the dashboard displays the tile with data. No configuration is required for displaying data in the tile.

Group Folders on Infince Drive allow Organizational Units or Teams to own and share folders with all group members or the entire organization. They use the storage quota available at the organizational level and do not consume individual user storage.

Creating Group Folders

To create a new group folder:

1. Go to Infince Drive > Group Folders. 

All group folders accessible to the user will be listed.

2. Click Create

In the Create Group Folder pop-up, 

• Enter the folder name.
• Select the users or groups who need access.
• Enable the Doc Converse option (if needed). 

Note: Infince offers an AI-powered Doc Converse feature that enables you to interact with documents stored in a group folder. This feature allows for faster and more efficient information retrieval and document comprehension through natural language conversation with the AI.

• Click Create

The new group folder created will be displayed in the Group Folders menu.
*Note: Only users with the ‘Create Group Folders’ permission can create group folders.

Group Folder Features

Managing access

To manage access permissions,

1. Right-click the group folder or click the three-dot menu
2. Click Manage Access.
3. Grant, modify, or revoke access for users or groups based on their roles.
   Note: The default permissions include View, Comment, and Download.

Marking the group folder as Favorite

To quickly access frequently used folders,

1. Right-click the folder or click the three-dot menu.
2. Click Add to Favorites.

Marked folders can be accessed via the Favorites menu.

Copying a group folder

To copy a group folder:

1. Right-click the folder or click the three-dot menu.
2. Click Copy.
3. Choose the destination folder. 

You can copy it to another group folder or any folder you have access to.

You may also copy it to a new folder.

Viewing group folder Info

To view detailed folder information:

1. Right-click the folder or click the three-dot menu and click Info.
2. In the Tags section, 

• Click Add to add a new tag or choose from existing tags.

View folder details such as description, type, size, location, owner, and user information.

3. In the Comments tab, post your comments.
4. In the Activity tab, you can monitor the group folder actions.

You may download, mark the file/folder as favorites, or delete it by clicking the respective icons at the top of the Info section.

Using AI to Search a Group Folder with Doc Converse

Infince provides the AI-powered feature Doc Converse, which helps you search and interact with documents in a group folder efficiently. This tool helps you quickly locate information by conversing with the AI, making document search and comprehension faster and more efficient.

Key features

• Supports natural language queries.
• Reads and understands content from multiple file formats, including:
  • PDFs
  • Word documents
  • Spreadsheets
• Provides concise, accurate, and relevant responses in a professional tone.

To use Doc Converse,

1. Right-click the desired group folder or open the three-dot menu.
2. Click Doc Converse.
3. A chat window appears where you can:

• Ask questions related to documents in the folder.
• Refine queries by rephrasing your question for better results.

Other Group folder options

Right-click on the group folder or click on the three dots and,

• Click Open Group Folder to view the folder contents.
• Click Download as Zip to download the entire folder as a ZIP file.
• Click Get Link to copy and share the folder link via Chat.
• Click Tags to create new tags and assign them to the folder.
• Click Add Shortcut to add a shortcut to the folder in a desired location.
• Click Delete Group Folder to permanently delete the folder.

Group Folders in Infince simplify document sharing and collaboration across teams. With powerful features like access control and AI-powered Doc Converse, they help you stay organized and work more efficiently.

Infince Workplace provides the capability to chat/converse with your contacts.

Chatting through Web

Click on the ‘Conversations’ icon on the right menu to view & continue your previous conversations.

You can search in the ‘People’ icon and click on the required person to initiate a new Chat.

You can type in the message, share documents, add a quick meeting or personal meeting room URL and add emojis during your conversation. 

Chat Channels

You can communicate with groups of people in the channel by creating a chat channel.

To create a new chat channel, click on the Create Channel button. Enter the channel name, add members by clicking on the people, and click the Create button.

You can chat with people, share files using this channel.

Click on the three dots icon on the right to search the people, remove/add members and leave the channel. 

Click on the ‘Manage Members’ option to remove the members from the channel or add new  members to the channel. To add new members, click on the ‘Add Members’ option.

You can search for content within the chat by clicking on the three dots icon and selecting the ‘Search Chat’ option.

Click on the ‘Settings’ option and the ‘Leave Channel’ option to leave the chat channel. Once you have left the channel, you will not receive any more chats from this channel group.

Guest Users

You can communicate with the guest users (you have invited) using the Chat feature. Click on the ‘Guest Users’ option to view the guest users.

Click on the guest user to start a conversation.

You can connect users to Infince Phone System by assigning them an Extension. 

Extensions are short internal numbers assigned to an employee or organizational unit in your organization. By enabling extensions, you can connect callers to an employee or different sections/organizational units by routing the calls to their intended recipients. 

Know more about assigning extensions to your users here.

Once you’ve assigned extensions for users, there are three ways by which you can map users to the purchased phone number. 

1. As a Direct Call – With this option, you can set the phone number to serve as a direct number connecting a specific user. Know more about setting up direct numbers here.
2. As a Distribution – Using call distributions enables you to programmatically route incoming calls to different functions or organizational units in your organization. See how you can set up call distribution pathways here. 
3. As a Directory – By configuring call directories, you can greet callers with personalized messages and direct them to employees or organizational units in your organization. Check out this detailed guide to setting up call directories here. 

Sharing Calendars to Users within Infince

To start sharing calendars with other users in Infince,

• Open your Infince Calendar from the left tab and click on the Share icon against the calendar that you want to share.

• Enter the name of the user in the text field below the share icon and select from the list once it is populated.

• Check the box near “can edit” to allow the user to edit the calendar events.

Added users will automatically be assigned a calendar link, which they can use to access your calendar.

Subscribing to Infince Calendar on Google Calendar

If you wish to view your Infince Calendar events on Google Calendar, you can easily integrate it with the other. For this,

Open your Infince Calendar from the tab on the left.

Here, click on the Share icon against the calendar you want to view on Google Calendar.

• Then click on the + icon to get a new share link, which will then publish the calendar.

• Click on the three dots button and select Copy subscription link from the dropdown to copy your calendar subscription link.

• Once done, you need to open your Google Calendar and click the hamburger menu on the top left to reveal the hidden section. Under Other Calendars, click on the + icon and select the From URL option.

• Enter the calendar link that you have just copied from Infince in the field and click Add Calendar.

The Infince Calendar should now be added to your Google Calendar.

Subscribing to Infince Calendar on Mac

If you wish to view your Infince Calendar events on your Mac, you can easily integrate it with the other. For this,

Open your Infince Calendar from the left tab.

• Here, click on the Share icon against the calendar you want to view on Mac.

• Then click on the + icon to get a new share link, which will then publish the calendar.

• Click on the three dots button and select Copy subscription link from the dropdown to copy your calendar subscription link.

• Now, go to the Calendar on your Mac. Click File from the top bar and select New Calendar Subscription.

• Enter the new subscription link that you have just copied and click Subscribe.

• Now, set the required frequency of your calendar to refresh automatically by choosing an option from the Auto-refresh pop-up menu.

What is Infince Phone System?

Infince Business Phone System equips your business with dedicated phone numbers to make and receive business calls from anywhere. It’s a VoIP-based system that connects callers over the internet without having to purchase any physical equipment.

With Infince Phone System, it’s easy to set up a fully-functional phone system for your business bundled with essential call handling features such as call routing, custom call flows, directories and more, in just a matter of minutes.

You can choose a toll-free or local number for your business and keep your personal phone number separate. This way, you can manage your entire business communications in one place by accessing your Infince account on your computer or mobile device from any location.

Hosted in the cloud, Infince Phone System brings numerous advantages over traditional on-premise telephone systems. By using your internet connection, Infince Phone System facilitates voice calling at the highest quality and easily helps you get your employees connected to your business phone system.

How can businesses benefit from Infince Phone System?

Infince Phone System offers a full-fledged communications solution for businesses that helps them make and receive business calls and stay connected with their teams, clients, or customers from anywhere in the world. Opting for Infince Phone System enables businesses to maintain separate phone numbers that are either local or toll-free that enhances their business presence and professional image.

One defining advantage is that compared to traditional PBX-based telephone systems, Infince Phone System is hosted in the cloud and thus does not require expensive hardware, which makes it easy to set up, start small and scale across geographies, based on growing business demands. Customer-facing personnel or organizational units that are connected can easily manage phone calls while at the office or on the go by accessing their Infince account on their smartphones

Infince Phone System also hosts advanced features like automated call distribution, call directories, IVR options and more that ensures incoming calls to the main number are routed to the proper destination, which may be a specific employee or organizational units such as sales or support.

You can map a direct number for any user who has been added to the Phone system.

• To configure a direct number, navigate to the My Numbers tab and click the Settings icon on your purchased phone number.

• In the configure window, select Direct Call and in the drop-down, set the phone user that you want to assign the direct number to and click Save.

The selected user will now be able to receive and initiate calls from the purchased phone number. In other words, this number becomes a “direct number” to reach this user.

Call distributions are ideal if you want to set up a phone number for crucial business functions such as your marketing, HR or support team.

• To start, go to the Distributions tab on the phone system menu and click + Add Distribution.

• Enter a desired name in the Distribution Name field, say for instance, ‘Customer support’ or ‘HR’.
• In the drop-down button below, you get to choose from two ways to set up the distribution for connecting inbound callers to their destinations – Sequence and Parallel.
• By selecting the Sequence option, the incoming call will dial one recipient at a time and then tries the next recipient, once the ring timeout is reached. Choosing the Parallel option, on the other hand, dials all the recipients at the same time. The first recipient that connects will cancel ringing for all the other numbers added to the distribution.
• Set the time limit for the recipient to answer the call by entering the value in the Ring Timeout field.

• Then, start adding users to the distribution by clicking on + Add User and selecting the user from the list.
• You can also add an external phone number to the distribution to connect the call, in case if the recipients are unavailable or as a parallel distribution option. For this, click + Add Phone, select the country/region and enter the phone number.

• You can rearrange the sequence via drag/drop of the user rows. Once done, click Submit.
• Now, configure your purchased number to direct the call to the newly created distribution by going to the My Numbers tab in the phone system menu and clicking on the settings icon on the purchased phone number.

• In the number configure window, select Distribution and choose the created distribution from the drop-down to assign the number to the distribution.

To delete a phone number that you no longer need, follow the steps below.

• Login to your Infince account and navigate to Administration > Phone System.

• In the My Numbers tab, you can see the list of all purchased phone numbers. Click on the delete icon next to the phone number that you want to remove.

• Confirm Yes to remove the phone number from your account.