User Control Dashboard

12 articles

Call Control

Call Control. You can control certain aspects of your softphone from the site using Call Control: If you are not on a call and your softphone is running you can put in a number to dial. This will cal…

Updated by Tech Admin

Call Controls (Hold & Transfer Options)

Call Controls (Hold & Transfer Options). During any call, Inbound or Outbound, there are various Hold and Transfer commands available to users from both the Web App or DTMF via their phone keypad Hol…

Updated by Tech Admin

Call Divert

Call Divert. Use the call divert to set where you want calls to be delivered and add/remove destinations from your list: Here you can enable/disable where you want your calls to be delivered to: Clic…

Updated by Tech Admin

Call History

Call History. To check your call history click on the History card: Here you can view the date and time of previous calls, the duration and the call outcome. You can also ring the entry back by click…

Updated by Tech Admin

Call Monitoring

Call Monitoring. Users with the correct privilege can listen to live calls from the Call Monitoring card: A filterable list of agents will be shown with users on calls. Callers that have a green moni…

Updated by Tech Admin

Colleagues

Colleagues. For quick access to call your colleagues you can do some from the Colleagues card: You can now see who is available and click to call them:

Updated by Tech Admin

Company Contacts

Company Contacts. Each Payment Phone user has the option to create an address book of their contacts, however its often useful to create Company wide contacts for the most commonly used numbers withi…

Updated by Tech Admin

Sending and receiving SMS

Sending and receiving SMS. To use SMS to your customers click on the SMS card: You will be shown the messages you have sent or received grouped by customer Clicking in to View lets you see the full m…

Updated by Tech Admin

User Extensions

User Extensions. Each Payment Phone user can configure up to 9 extensions to make and receive calls from, allowing users to work from multiple devices.. Typically these devices may include: Softphone…

Updated by Tech Admin

Voicemails

Voicemails. Checking your voicemail can be done from the Voicemail card: Here you can listen to any messages, call the caller back or delete the message. Voicemail settings gives you some controls, i…

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Your Contacts

Your Contacts. Your own and company contacts can be found in the Contacts card: Clicking on the details button will provide more information about the contact. Here you can call, send an SMS or open…

Updated by Tech Admin

Your Details

Your Details. To see the information about your agent click on your Details: This will give you some at a glance information such as MFA number, in and outbound working hours and your SMS number.

Updated by Tech Admin