> For the complete documentation index, see [llms.txt](https://atlas.anywhere.now/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://atlas.anywhere.now/operate/readme.md).

# Operate & support

Operate, maintain, and support Dialogue Cloud Neo services and related applications.

Use these guides to monitor service health, diagnose issues, maintain supported components, manage interaction data, and understand operational support responsibilities.

## Monitor & troubleshoot

Start with [Service health](/operate/monitor-and-troubleshoot/service-health.md) to inspect operational state. Continue to [Diagnostics and logs](/operate/monitor-and-troubleshoot/diagnostics-logs.md) to collect evidence, then use [Support responsibilities](/operate/support-and-escalation/support-responsibilities.md) to choose the applicable escalation path.

| Task                                                               | Go to                                                                         |
| ------------------------------------------------------------------ | ----------------------------------------------------------------------------- |
| Inspect Services, Contact Centers, requests, and scheduled actions | [Service health](/operate/monitor-and-troubleshoot/service-health.md)         |
| Collect diagnostic and validation evidence                         | [Diagnostics and logs](/operate/monitor-and-troubleshoot/diagnostics-logs.md) |

## Support & escalation

| Task                                            | Go to                                                                                                                    |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| Choose the applicable operational support model | [Support responsibilities](/operate/support-and-escalation/support-responsibilities.md)                                  |
| Collect symptom-specific incident evidence      | [Report a Dialogue Cloud Neo incident](/operate/support-and-escalation/incident-reporting.md)                            |
| Prepare and submit an authorized support case   | [File a support case](/operate/support-and-escalation/case-filing.md)                                                    |
| Check investigation and escalation criteria     | [Support service definitions](/operate/support-and-escalation/support-service-definitions.md)                            |
| Review the customer-first-contact model         | [Customer operational support](/operate/support-and-escalation/support-responsibilities/customer-operational-support.md) |
| Review the partner-first-contact model          | [Partner operational support](/operate/support-and-escalation/support-responsibilities/partner-operational-support.md)   |

For product-specific operational, troubleshooting, and compliance guidance, go to [Attendant Console](https://atlas.anywhere.now/attendant-console/).

## Maintain & change

Use the configuration links to prepare or revise a component. Return here for the corresponding live operations or maintenance task.

| Task                                               | Go to                                                                                                                                                               |
| -------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Update an existing customer for Dialogue Cloud Neo | [Update an existing customer](/onboard-or-upgrade/neo-update-existing-customers.md) in Start                                                                        |
| Migrate an existing authentication configuration   | [Authentication Migration](/operate/maintain-and-change/authentication-migration.md)                                                                                |
| Configure authentication                           | [Configure Authentication](/platform-administration/provisioning/provisioning/configurations/configure-authentication.md) in Platform administration > Provisioning |
| Maintain Dialogue Manager retention                | [Dialogue Manager retention](/operate/maintain-and-change/dialogue-manager-retention.md)                                                                            |
| Configure the Dialogue Manager text channel        | [Dialogue Manager](/channels-integrations/text-channels/dialogue-manager.md) in Channels & integrations                                                             |
| Maintain CRM Service                               | [CRM Service maintenance](/operate/maintain-and-change/crm-service-maintenance.md)                                                                                  |
| Configure a CRM Service provider                   | [CRM Service](/channels-integrations/crm-service.md) in Channels & integrations                                                                                     |
| Manage live Autonomous Dialer call-list records    | [Manage Autonomous Dialer call lists](/operate/maintain-and-change/autonomous-dialer-call-list.md)                                                                  |
| Manage live Campaign Dialer call-list records      | [Manage outbound dialer call lists](/operate/maintain-and-change/outbound-dialer-call-list.md)                                                                      |
| Configure outbound dialing                         | [Manage outbound dialing](/contact-center-configuration/manage-outbound-dialing.md) in Contact center configuration                                                 |

## Recording & interaction data

| Task                     | Go to                                                                                           |
| ------------------------ | ----------------------------------------------------------------------------------------------- |
| Manage call recordings   | [Manage call recordings](/operate/recording-and-interaction-data/manage-call-recordings.md)     |
| Manage screen recordings | [Manage screen recordings](/operate/recording-and-interaction-data/manage-screen-recordings.md) |
| Manage transcripts       | [Manage transcripts](/operate/recording-and-interaction-data/manage-transcripts.md)             |
| Manage voicemails        | [Manage voicemails](/operate/recording-and-interaction-data/manage-voicemails.md)               |

## Reporting operations

| Task                                               | Go to                                                                                                                         |
| -------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Choose an operational reporting topic              | [Reporting](/operate/reporting-operations/reporting.md)                                                                       |
| Review the Dialogue Insights reporting environment | [Dialogue Insights reporting environment](/operate/reporting-operations/reporting/dialogue-insights-reporting-environment.md) |

## Security and Compliance

Use the guidance for the components and data types in your deployment. These links are a starting point, not a new approval checklist or a product-wide retention promise.

| Review area                                  | Existing guidance                                                                                                                                                                   |
| -------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Application consent and permissions          | [WebAgent sign-in](/channels-integrations/webagent/configure-webagent-sign-in.md) and [customer onboarding](/onboard-or-upgrade/onboard-new-customer.md)                            |
| Authentication and approved exceptions       | [Configure Authentication](/platform-administration/provisioning/provisioning/configurations/configure-authentication.md)                                                           |
| SQL and provisioning credentials             | [Configure Secure Vault](/platform-administration/provisioning/provisioning/configurations/configure-secure-vault.md)                                                               |
| Reporting data access and processing regions | [Dialogue Insights reporting environment](/operate/reporting-operations/reporting/dialogue-insights-reporting-environment.md)                                                       |
| Recordings and transcripts                   | [Manage call recordings](/operate/recording-and-interaction-data/manage-call-recordings.md) and [Manage transcripts](/operate/recording-and-interaction-data/manage-transcripts.md) |
| Text-channel data retention                  | [Dialogue Manager retention](/operate/maintain-and-change/dialogue-manager-retention.md)                                                                                            |

For security/compliance documents or questionnaires, contact your partner, who coordinates with AnywhereNow. This request route does not promise a particular report, certification, or response time and does not replace your operational support arrangement.

## Lifecycle

| Task                                | Go to                                                                      |
| ----------------------------------- | -------------------------------------------------------------------------- |
| Review the product lifecycle policy | [Product Lifecycle Policy](/operate/lifecycle/product-lifecycle-policy.md) |


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