Agents get an invitation email sent from the Team's personal account and then they simply install the software. The softphone will start working and connect to the SIP server immediately. System administrators no longer need to configure the softphone on the agent's computer remotely.
Agents launch the softphone once they enter their username and password correctly. When an agent is dismissed, they are blocked in the Team account. That means they are unable to use the softphone license, connect to the SIP server, or perform other dangerous actions.
Agents don't need to set up their softphones once the softphone provisioning feature is enabled. The softphone desktop app will receive and update its settings automatically on start.
Use configuration file templates in Team to make mass update settings as easy as possible. For example, to add CRM integration for all Call Center agents, add the required section to the configuration template common to all users.
Administrators can restrict access to settings, so Agents won't be able to view or modify softphone settings. This helps to secure SIP server and avoid inaccurate settings updates.
All softphone's setting are stored only on the Team's server. They cannot be viewed or copied from the agent's computer. The operator can launch the softphone if he enters his username and password correctly. When an agent is dismissed, it is enough to block him in the Team account. Thus, he will not be able to use the softphone license, connect to the SIP server and perform other actions that may be dangerous.
Most CRM and Helpdesk software provides "callto:", "sip:" or "tel:" click-to-call links. Enable that feature on Softphone.Pro and save time dialing with a single click.
Set up your CRM lookup URL or command line. Softphone.Pro can open browser window, call REST web-service or execute program on incoming call. It also passes Caller ID and any other information available such as DID number to a 3rd party software.
Set up Softphone.Pro to open URL or execute program when call is finished. Softphone logs all data related to a call: Caller ID, DID number if avaialable, type (inbound\outdbound), talk time, and call recording as an MP3 file.
Integration enables screen pops with account information on call and account page opening by clicking name in Softphone.Pro. Keep track of actionable service metrics, understand customer needs better, and deliver value with Zoho Desk.
Integrate softphone with your Windows or MacOS desktop apps using command line interface. Softphone.Pro supports command line parameters to dial, answer, hangup, and play prerecorded audio.
Configure Softphone.Pro to call a web-service on inbound call ringing. We can provide a Caller Name and Company Name in JSON format. Softphone.Pro will display that information on inbound call notification window.
Sometimes CRM or Helpdesk software has no click-to-call feature. Use the copy-to-dial feature on Softphone.Pro—it detects phone numbers you copy to clipboard and displays pop-up window with click-to-call feature.
Set up Softphone.Pro to open URL or execute program when call is finished. Softphone logs all data related to a call: Caller ID, DID number if avaialable, type (inbound\outdbound), talk time and call recording MP3 file.