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.

Team account settings

2. 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

Softphone.Pro Team may act as provisioning server. You can define Agent's SoftphonePro.ini configuration file on the Softphone.Pro tab. Team configuration file has highest priority, so Agent's local configuration file settings will be overwritten. If you leave Softphone.Pro tab empty then Agent's Softphone.Pro will load the local configuration file stored on a Agent's computer.

For security reasons you can hide settings received from Team, for example: Softphone.Pro license key, SIP credentials or 3-rd party CRM\Helpdesk integration settings. Use the [Restrictions] section in configuration file for that purpose.

Agent config file

3. 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.

4. 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.