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.
The softphone opens.
1-Search bar: Type in a number or search an existing Contact to call
2-Calling From: Select the number you wish to dial from (if you have multiple numbers)
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.
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.)
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:
B: Listen to a recording of your call
C: Dial this number again
- Add New Client
- Add New Job
- Add New Lead
4-Contact Book: Access and search from your existing Workiz contacts
5-Softphone icon: Dial/Hang up a call
6-Status: Choose whether you are available / unavailable.
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