Softphone.Pro Team - Quick Start Guide
1. Set up your profile
Open the Settings - My Profile page and choose user interface language and time zone.
2. Set up your SIP server
Softphone provisioning is one of the most popular Team features. It simplifies softphone deployment and configuration. All your softphone settings (SIP accounts, automatic call recording, statuses, ACW and tags) are stored in the cloud and provisioned down when your Agents sign-in.
Softhone provisioning is enabled by default. If you prefer to set up softphones manually on Agent computers you can turn off softphone provisioining on Settings - Softphone.Pro - General Settings page. Please skip this section if you don't want to use softphone provisioning in Team.
If Agents have Softphone.Pro installed and locally configured on their computers:
Enabling Team provisioining will delete Softphone.Pro local settings stored on Agent computers, namely license key, SIP settings and SIP accounts, status and ACW settings. Disable Team Provisioning if you consider to use Softphone.Pro local configuration file SoftphonePro.ini stored on Agent computers. Find more on softphone provisioning.
Open the Settings - Softphone.Pro - General Settings page and enter your SIP server settings:
Save Softphone.Pro general settings by clicking Save button.
Softphone provisioining in Team
3. Add new Agents
Open the Settings - Users page and click Create user button.
Enter Agent's First Name, Last Name, Email, Password and assign Agent to a Team. Please enter Agent's email carefully, so she can receive her registration information on that email and login Softphone.Pro.
Set up Agent's SIP account on the Softphone.Pro tab:
4. Send registration information to Agents
Open Settings - Users page, choose Agents and click Send invitation button.
Agents will receive a welcome email. Email contains the Softphone.Pro latest version download link and login information. Agents need to download and install the latest Softphone.Pro version. Once installed they need to start the Softphone.Pro and log in.
5. Dashboard, Call Log and Reporting
Keep track on Agents current status on the Dashboard tab, analyze Agents performance on the Reporting tab and review call recordings on the Call Log tab.