Virtual Switchboard Overview

Modified on Fri, Jun 30, 2023 at 2:32 PM


Making a call 

  • Click the ‘Make a Call’ button

  •  

  • Enter the number via the clickable dial pad or by typing via your keyboard – shown here to the right.

  • Once you have clicked ‘Call’ anyone of your currently registered phones will ring. Pick it up, and the call will begin outbound for the number you enter on the switchboard.

 



                                                                                                                      Calling internally

   Click an extension to view the below menu:

Select ‘Extension’ or the ‘Voicemail’ then, like above, your registered phones will ring. Once picked up, the outbound call will begin.

 

You can see whether or not an agent is busy based on the color to the left of their name. Notice below, a few users are solid red, indicating they are on active calls. One user, showing as red with a white line, indicating they are on DND.

 

Notice you can search and filter your extension list by SITE, DEPARTMENT, and on/offline status. You can create custom groups from this page. Simply click the ‘+’ in the top right, pictured below.



Call Handling 

Once on a call, you will have a call handling model on the right hand side of the page. Here you can PARK, Transfer, and other basic features you may need to manipulate the call. 


Calls put on PARK will appear on the left hand side in the corresponding park spot - simply click 'Retrieve' to pick them up, or dial the extension number (Traditionally, 701-709). 



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