Softphone | Help Docs

📄️ Getting Started

Introduction

Introduction

Inbound Calls

Introduction

If your instance has webchat enabled as a customer contact channel, this guide provides information on how to handle these as inbound interactions.

If your instance is enabled with the Email channel, you may receive interactions from customers via Email.

If your instance of has tasks enabled, you may receive Tasks as an inbound interaction, either from customers or some internal workflow.

Sending Outbound SMS

This page describes how to transfer all non-voice interactions - for example Chats, Tasks and Emails.

If configured in your instance, wrap codes and notes can be entered either during an active call, or after the call has ended.

Templates can be used in certain interaction types to pre-fill responses to customers.

Reports are available within the softphone as an Enterprise feature "Insights". If enabled in your instance, this page provides an overview.

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