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Dxesk User Playbook - Daniel Whitmore

Dxesk User Playbook

By: Daniel Whitmore

eBook | 28 February 2026

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Master DXESK CRM with this complete step-by-step user guide.

This practical manual helps system administrators, agents, and business owners confidently use DXESK Customer Relationship Management software.

Learn how to:

  • Set up companies and admin accounts
  • Manage agents and permissions
  • Configure IVR call flows and PBX queues
  • Set up softphones (Windows, Mac, Ubuntu, Android, iOS)
  • Use call features like transfer, conferencing, and monitoring
  • Generate reports and track performance
  • Integrate APIs, SMS, and advanced features

With 24 structured chapters and 273+ screenshots, this guide explains everything in simple, clear language — from initial setup to advanced configuration.

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