UCaas - Webex Softphone - Quick reference guide

UCaas - Webex Softphone - Quick reference guide

Webex Softphone QRG

Group Shape To Image




Login:

Enter email and password provided by your service provider.

  1. If you enter incorrect email address you will be provided with a 6- digit validation code screen, Simply click use different email address and try again otherwise contact your service provider to validate your email address has been set up for WebEx
  2. If you have forgotten your password, click forgot password and WebEx will send an email to start the process



Status and Settings

  1. Allows you change status of availability to other WebEx Contacts you have added.
  2. Update theme, noise cancelling options

Contacts

  1. Can be grouped as needed
  2. To add contact click plus add contact.
  3. Staff members can be added by name
  4. External contacts can be added via create contact
  5. Or email address if they use WebEx as well
  6. Contacts of WebEx will update status,
  7. If the end user has not made any activity, for 15 minutes the icon will default to grey.


Call history 

  1. By default, will show all call history
  2. If the contact is highlighted that means you have an outstanding call back, clicking the info icon will show when the call was missed.
  3. Otherwise click missed calls to filter for missed calls
  4. Right clicking on a number that has no name will allow you to save as a contact.

Voicemail

  1. Group Shape To ImageIf you have selected to collect voicemail from phone or WebEx, the icon will have a number against it for voicemail not yet actioned.
  2. To listen click number/contact name and press play.
  3. To have voicemail emailed Click Call Setting > Additional Controls > Voicemail
  4. To update greeting click call icon and follow audio prompts
  5. If your mailbox has had pin enabled, you will be asked to set it before proceeding. Pin needs 6 digits and not a string of numbers ie 123456 or doubles 112233 or your extension


Group Shape To ImageCall Handling

Making Call

Click Dial pad icon, then enter phone number or name of contact as needed then press telephone icon


Answering Call



When an incoming call arrives a screen pop will appear on your main display plus your other registered services. If it is a known contact, it will also display in pop up windows. Click answer to accept call or press Control+K

If choose to Decline the call one of the following actions may happen

  1. A direct call will go to your voicemail or call forward busy destination
  2. A call from a Hunt Group will continue to look for other teams members
  3. A call from a Call Queue will continue look for other teams and will return if configured to do so.


Group Shape To ImageActive Call Controls

The active call control window controls will change depend on the state of the call.

  1. Mute will suppress the audio of your microphone
  2. Share will show if the end user is WebEx user
  3. Keypad will allow you to enter further for an IVR etc
  4. X  will terminate the active call
  5. If Hold is selected the window will present
  1. To reconnect press 
  2. A held call cannot be disconnected by closing the window
  1. Park will hold the call in another location with announcement/displayed of extension where it is Parked.
  1. To get call back press Call Retrieve or
  2. Click Call retrieve and enter extension announced/displayed
  1. Transfer will hold the call once the destination commences ringing
  1. Press Transfer enter number or contact
  2. If you don’t want to wait for party answer, click
  3. Otherwise wait and introduce as needed, then click
  4. If the other rejects call, press X  and resume held call
  1. Conference will hold the call once the destination commences ringing
  1. Press Conference enter number or contact
  2. Wait and introduce as needed, then click
  3. To add more people repeat above step
  4. If you leave the Conference all parties will be disconnected

     


Call Queue Members

If you have been assigned to a queue, to receive calls you will need to make yourself available via Call Center menu.

To access this Click Call Preferences > Queue Setting

  1. If you misses 3 consecutive calls from the queue you will be set to unavailable.
  2. If you go offline you will go unavailable
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