This is a quick guide showing you how to use the web app.
The web app is a Web RTC soft client that runs in the web browser, you can make and receive calls on the web app like on any other SIP Phone/Soft Client.
Any user can access the Web Phone, either navigate to portal.<YOUR_FQDN>.com/webphone , or login to the management portal, select "Apps" in the top right, then "WebApp".
The first time you open the Web App, it will automatically create a Phone under your user's Phone tab with the name "<extension>wp", this phone is the SIP account that the web phone registers to. Deleting it will just cause it to recreate itself the next time you open the web app.
Web App Interface
1 - Add Button: Clicking this lets you initiate a few things.
From top to bottom:
- Summary Card: Adds a summary card widget to the dashboard (see point 2).
- New Conversation: Starts a new chat conversation with another user.
- New Call: Make an outbound phone call.
2 - Summary Card and Dashboard: This is a summary card that shows some information about your user, if you lose this for any reason click the "Add Button" and then "Summary Card". The summary is the default card that shows here, but you can add more to the dashboard such as call parks, messages, or phone calls.
3 - Profile: Click this to view some information about your profile, you can also change your avatar, name, and email here.
4 - Side Bar: A side bar with a few different options allowing for further configuration:
The options you have access to are:
- Insights: View information about any queues you are in, as well your personal statistics.
- Contacts: View your contact directory, add/delete/filter contacts, set contact favourites.
- Call History: View personal call history, inbound/outbound calls, missed calls.
- Voicemail: Listen/Delete/Manage personal voicemail inbox. Filter voicemails.
- Chat: View any live chat sessions you have, create new chat sessions, send messages.
- Call Park: View all call parks, see callers in park, retrieve callers from park.
- Answering Rules: View answering rules on your user, reorder/disable/delete rules.
- Greetings: View voicemail greetings, set/delete/record voicemail greeting.
5 - Settings: Configuration settings such as microphone/speaker options, ringtone, etc...
6 - Log Out: Log out the web app.
7 - Language: Set the language used by the web app.
8 - Queue Status: Set your status for queues.
Making Phone Calls
To start a phone call, click the "Add" button, then "New call"
In the window that shows up, type the phone number/extension you'd like to dial, then click the green "Call" button at the bottom.
Once the call initiates, a new call options window will show up.
1 - Dialled Number: Shows the number you just called.
2 - Duration: How long you've currently been on the phone.
3 - Call Options: Options you can select on the current call.
The options are as follows:
- Mute: Mutes your microphone so the caller can't hear you.
- Hold: Places the caller on hold.
- Dial Pad: Brings up a dial pad, useful if you need to press a number on an IVR/Auto Attendant.
- Add Call: Allows you to conference another user/call into the current phone call.
- Transfer: Send the current caller to someone, you can do blind and assisted transfers.
- Park Call: Transfers the call to a call park.
- Switch Phone: Quickly move the current call to a different phone on your user.
- Contacts: Bring up a list of your contacts.
- More: Brings up an option for you to pin the current call on the dashboard
When a call is pinned on the dashboard it appears like below:
