How do I create, approve, and share a custom MyOperator package?

How do I create, approve, and share a custom MyOperator package?

⚡Quick answer -

Log in to https://accounts.myoperator.co/dashboard → Packages → Create Custom Packages → customise the plan → Save & Generate Package. The package is pushed to Qntrl for tier-based approval, surfaces in Zoho CRM, and can then be emailed to the client. Use Manage Support → Logs IN to see user or UID call details.



1. Prerequisites

• Access to https://accounts.myoperator.co/dashboard

• “Packages” & “Manage Support” menu permission

• Client business name and required email IDs (To / CC / BCC)



2. Create a custom package

1. Packages → Create Custom Packages

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2. Product: “MyOperator In”

3. Select Package Category: Office IVR or Cloud Call Centre

4. Select Package: choose base plan (e.g., “Basic”)

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5. Click Start Customisation

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6. In Create your custom package set:

• Validity (e.g., 6 months)

• Discount % (e.g., 10 %)

• Payment cycle, Additional rent, One-time charges (if any)

7. (Optional) Tick “Is renewal package” only for renewals.

8. Customise allowed features.

Note: “Outgoing minutes” and “Webhook after call” cannot be increased; extra usage is pay-per-use.

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3. Generate or preview the package PDF

• Unsure lead → click Get PDF (no plan code, safe to share).

• Closed deal → enter Business name → Save & Generate Package (auto-push to Qntrl).

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4. Discount-based approval workflow

Discount (%)

Approver

Up to 15 %

Team Lead (TL)

15 – 25 %

Manager

> 25 %

Head of Dept (HOD)

The system emails the relevant approver and updates the plan stage (Self Approved, Completed, Email Details).

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5. Locate the package in Zoho CRM

1. Log in to Zoho CRM.

2. Sidebar → MyOperator Custom Plan.

3. Find your plan (e.g., Auto-Number “CustomPlan 1234”) showing Plan Name, Discount, Rental, Stage.

4. Opening a record reveals full configuration, feature customisation, approval status, and sharing options.

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6. Share the approved package with the client

Inside the Custom Plan record → Share Plan Details.

Add these details:

• “To” = client email, “CC” = account-manager, “BCC” = reporting manager.

• Click Save; proposal is emailed to all parties.

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7. Track package activity (Timeline History)

Open the Custom Plan → Timeline tab to see creation, approvals, updates, emails, and workflow actions.

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8. Manage Support: Logs IN, Users, Help

1. Dashboard → Manage Support → Logs IN.

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2. Filter by client Service Number.

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3 Click Users to see all panel users, numbers, and roles.

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4 Click Help and search for any UID to view complete call details.

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9. When does this NOT work?

• Trying to increase “Outgoing minutes” or “Webhook after call” beyond plan limits (remains pay-per-usage).

• Leaving Business name blank—the package will not generate.

• Discounts above 25 % without HOD approval keep the plan in “Pending” and block emailing.

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