Quick Start Guide - copy

1. Set up your profile

Open the Settings - My Profile page and choose user interface language and time zone.

Team account settings

2. Set up your SIP server

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.

Open the Settings - Softphone.Pro - General Settings page and enter your SIP server settings:

Enter connection settings to SIP server

Save Softphone.Pro general settings by clicking Save button.

3. Add new Agents

Open the Settings - Users page and click Create user button.

Adding new agent

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.

Agent profile

Set up Agent's SIP account on the Softphone.Pro tab:

Agent SIP account settings

Please see Adding Agents knowledgebase article for detailed information.

4. Send registration information to Agents

Open Settings - Users page, choose Agents and click Send invitation button.

Connecting agents to Team

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.