How do I use the Workiz Softphone? Explaining the Workiz Softphone and Dialer

How do I use the Workiz softphone?

Explaining the Workiz Softphone and Dialer

 

How do I access the Workiz softphone?

Click the softphone icon at the top right hand of your screen.

choosesoftphonefromtopbar_witharrow

The softphone opens.

Dialer_Intro1

1-Search bar: Type in a number or search an existing Contact to call

2Calling From: Select the number you wish to dial from (if you have multiple numbers)

chooseanumbertodialwith

Manage numbers:

managenumbers

From this screen you can:

A: Get a new number: Select a US or Canadian based local number or toll-free number. Choose as many softphone numbers as you’d like.

buynumber

B: Block Numbers: Add any numbers that you’d like to automatically block

C:Flows: You can assign each number to an existing flow in Workiz.

(Don’t have the flow you want? Then just create a new one.)

flowsforeachnumber

From this screen you also have access to all of the regular Workiz Voice capabilities such as:

A: Dashboard: Main control panel – See active calls, Calls missed calls, Callers, Flows, Numbers, Calls and Filter calls by dates, and see visualizations of this information.

B: Flows: Add, edit and delete existing call flows, and see the numbers associated with each flow

C: Numbers: See all of your existing numbers, the flows associated with them, change the flows associated with each number or delete them. You can also get a new number or block a number from this page.

D: Groups: See your call groups (forwarding calls to multiple users or devices), add groups, delete groups, add or delete users from existing groups etc.

E: Devices: See the devices associated with each phone number, the user they are assigned to, and Add, edit, or delete devices from this page

F: Call Masking: Set up and manage call masking from this page (keep your clients numbers private and monitor all tech/employee communication.)

 

3-Call Log: Access your most recent calls

From your call log you can even

Add a new:

A: Client/Lead/Job

B: Listen to a recording of your call

C: Dial this number again

  1. Add New Client
  2. Add New Job
  3. Add New Lead
    calls_markedup_addnewclient_job_lead

4-Contact Book: Access and search from your existing Workiz contacts
searchingforacontact

5-Softphone icon: Dial/Hang up a call

6-Status: Choose whether you are available / unavailable.

statuses

Available: Make and receive calls
Unavailable: Make calls. Any calls received will go through your phone tree, in the call flow you have selected (to your backup number, voicemail, etc.)

7-Dialer: Manually dial a number to call

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