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Voice calls

After logging in, you can make outgoing calls. Switch the status to work-idle and you can answer incoming calls.

1. Answer the call

1. When there is a new call, an incoming call pop-up screen will pop up on the right side of the system.

2. Click the green phone icon to answer the call.

3. Click the red phone icon to reject the call.

2. Outgoing calls

1. Open the dial pad.

2. Select the number used for outgoing calls. The default international random number is used.

3. Enter the number you want to call.

4. Click the outbound call button to make an outbound call.

 3. Business records

 

1. Agents can edit business records during the call or after the call.

2. If the administrator has set the call label in advance, you can quickly select the call label

3. You can click the Modify Record button to view the history of the call’s business records.

3. Automatic answer

 

Menu: Conversation - Voice

After turning on automatic answering, calls will be automatically answered (after the administrator turns on automatic answering for all employees, individual agents cannot turn it off)

5. Call records

Menu: Reports - Interactions - Voice

1. Click the call records menu to view the call records.

2. If recording is set, you can view the recording file here.

3. Click the callback button on the right side of the call record to initiate a callback to the number.

4. Click the business record button on the right side of the call record to view and edit the business record of the call.

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Last modified: 2025-06-05