⚙️ Settings

Manage user roles and permissions

User Roles

Users appear here after they log in through the CRM. Override their RediView role without changing their CRM permissions.

👑 Admin Full access

📋 Manager Dashboard, Conversations, Export

👤 User Dashboard, Conversations

Welcome

Select a product to get started

Contacts

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AI Conversations

See what the AI is actually saying to your guests

💬

Select a conversation to view the full transcript

Export Campaign Data

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🔑

Export with Player ID REDIVIEW EXCLUSIVE

FirstPoint CRM can export Player ID and account number, but it's buried in custom fields and hard to find. RediView puts every field front and center - one click, clean CSV, ready for your casino systems.

FirstPoint CRM Export: buried custom fields, manual mapping

RediView Export: + Player ID, Account #, Conversation Summary

Full Campaign Export

All contacts with Player ID, account #, status tags, and last conversation summary

Yes Contacts Only

Contacts who said yes - ready for event import or kiosk upload

Failed Contacts Report

Fail-all + phone fail + SMS fail + landline - for DNC list update

Conversation Transcript Export

Full AI call and SMS transcripts per contact - for compliance review and coaching