Experience the future of communication with our cutting-edge Desktop Softphone application, designed to bring the power and flexibility of VoIP technology to your Windows or Mac computer. Our application combines ease of use with a feature-rich environment, transforming your desktop or laptop into an advanced communication tool that keeps you connected with your team, clients, and network effortlessly.
A softphone is a software-based phone that allows you to make and receive calls over the Internet using VoIP technology, bypassing traditional telephone lines for remote work. With our Desktop Softphone application, your computer becomes a powerful telephony device, leveraging high-speed internet connections to deliver crystal-clear voice and video communications.
This guide is designed to help you navigate through the setup and use of your Desktop Softphone application with ease:
Whether you’re setting up your softphone for the first time or eager to explore its more sophisticated functionalities, our user guide is here to assist you every step of the way. The “Getting Started” section is your launchpad to unlocking the full capabilities of your Desktop Softphone application.
To start using the application on your desktop device, you need to:
To start using the app on your Mac or Windows PC click on the app icon in the launchpad (Mac) or in the Start menu (Windows). Then enter the authentication parameters provided in the email you received from your PBX Admin as shown below.
After you have entered your domain name, click the Login button to start the app.
After you’ve logged into the app, you’ll see a user interface as shown on a screenshot below:
The navigation panel on the left side of the desktop app has following tabs:
Calls. Here is where you can dial a phone number to make a call and view the history of all the calls you’ve made.
With the help of various user statuses your mobile app allows you to share your availability with the team and check the availability of your colleagues. There are 5 different states a user can have:
Online. This state shows that user is currently online and able to receive calls and messages.
Away. This state indicates that user is currently out of his work place. Does not affect the ability to receive calls and messages.
Offline. Offline Users cannot receive neither calls nor messages.
At the desk. You can set this status manually if you have a desk phone connected to your Phone System and you would like for all incoming calls to be routed first to this desk phone. Meanwhile your mobile apps will receive incoming calls with a set delay.
To change your status:
While the Contacts tab contains all your external contacts – customers, suppliers, etc.
To find a particular contact from your list, simply enter this contact’s name in the Search bar
You can add personal external contacts to your contacts list. The details of such contacts will be available to you only.
You can add any type of information about your contact by clicking theicon.
A contact’s profile can contain all information about a contact – name, company, job title, phone, email, etc.
To edit information about the contact, click on theicon and select the “Edit contact” button in the drop-down menu.
After you’ve finished editing a contact’s details, click the Save button to save changes.
Or click on anicon to close contact details and discard the changes you made.
You can view the history of all your incoming and outgoing calls through the Calls tab.
Click on the arrow icon to switch between displaying all calls and only missed ones.
To remove a call from history right-click on the call entry and select Delete call from the drop-down menu.
To remove multiple calls from your call history at once:
There are several ways you can make an outgoing call from the desktop app:
OR
Open the dial pad by clicking on the icon in the Search field to call extensions or external numbers.
When you receive an incoming call:
If you have an open chat with a caller during an incoming call, a Call panel will appear at the top of the Chat panel.
On incoming calls, a Call panel has the following buttons:
– to mute a ringtone,
– to answer a call with audio,
– to answer with a video on,
– to cancel it.
If you have other applications on top of your screen when receiving an incoming call, you can handle an incoming call with the help of a notification window that will automatically pop up.
Depending on the option selected in General Settings, a pop-up window will have one of the following looks:
OR
During a call, you can transfer a call, put a call on hold, create a conference, and much more. You can access those features by utilizing the UI components described below:
To put a call on hold:
Click theicon on the Call panel or in the Pop-up window.
OR
Click on theicon in the Active Lines panel and choose Hold from the dropdown menu.
To resume a call from hold:
Click the same icon again to resume.
Click on theicon on the Call panel or at the Pop-up window to open the dial-pad. You can use it to send a DTMF signal during a call.
Please, note that the dial pad from the Search Bar area doesn’t transmit DTMF signals.
To turn the call recording on/off during a call:
Click theicon on a Call panel or Pop-up window.
OR
Click on theicon of an Active Line and select Recording from the drop-down menu.
To transfer a call:
OR
To make an attended (warm) transfer:
An additional active panel will appear for the second active call while the first active call will be put on hold automatically.
You can also transfer a call in the following way:
Call Parking feature allows you to put a call on hold from one extension (or device) and retrieve it from another extension (or device) with permission to do so.
To park a call:
OR
Note: if all parking slots are busy, you will not see any parking slots in the list.
A parked call will be displayed under the Search Bar. It will be visible to all your colleagues, and they will be able to pick up this call from a parking slot. Click on the phone icon to retrieve a call.
To make a conference during a call:
After you’ve successfully connected with the second participant:
Repeat the above steps to add more participants to a conference.
To organize an audio conference with predefined lists of participants, you need to:
To create a video meeting, click the “video” button and confirm the action.
Your desktop app allows you to add additional notes to each call. You can add a call purpose and add comments with the details of your conversations.
This feature helps you to note down essential parts of information during long conversations and have a better track of your communication history with customers.
To add notes during a call, click on the icon to open the Call Info panel. You can add a new subject manually or choose an existing subject from a drop-down list.
Use the Comment text area to add comments to a call.
Using the desktop app, you can send a text message to a colleague directly via ‘Personal’ chat or to a group of colleagues using a ‘Group’ chat.
The ‘Chats’ tab is where you can find all your chat conversations and all the messages you’ve sent and received.
This is also where you can create a new ‘Personal’, ‘Group’, or ‘SMS’ chat.
To pin a chat: