Workflow

Browser softphone and internal calls

Open the top-bar phone, find or dial an extension, answer, decline, mute, send DTMF, end calls and understand call states.

29 connected guidesLive filterPermission-aware instructions
29 guides
Category

xConnect

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Open the xConnect softphone

Select the phone icon in the CRM top bar.

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Close the softphone

Use the close button without ending a call unless the call action is separately selected.

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Read the connection status

Wait for secure connection readiness or review the displayed voice-engine message.

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Find your extension

Read Your extension in the phone panel.

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Dial an internal extension

Enter an extension or XC account and select Call extension.

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Dial an XC account

Enter the account code to reach its main IVR route.

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Use the dial keypad

Enter 0–9, * and # through the on-screen keypad.

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Correct a dialled number

Use the backspace control before starting the call.

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Search the directory while dialing

Type permitted name, email or extension text and select an authorised result.

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Recognise an incoming internal call

Review caller name and internal extension metadata.

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Answer an incoming call

Select Answer and allow microphone/audio permissions.

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Decline an incoming call

Select Decline to record the declined outcome.

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Enable ringtone audio after browser interaction

Click once in the page when the browser blocks automatic audio.

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Read the active-call screen

Review call label, participant, metadata and elapsed timer.

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Mute the microphone

Select Mute during an active call and use the control again to unmute.

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End an active call

Select Hang up and wait for final call-state reconciliation.

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Send in-call DTMF

Use 1–9, *, 0 or # during an active call, including IVR selection.

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Understand the call timer

Use the timer as browser-session duration; authoritative duration is finalised from call events.

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Understand Initiated state

Recognise a call record created with an authorised one-time route.

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Understand Ringing state

Recognise that the destination is being alerted.

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Understand Answered state

Recognise that media should be active while awaiting final end state.

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Understand Completed state

Recognise a successfully ended call with final duration evidence.

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Understand Declined state

Recognise that the callee rejected the call.

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Understand Missed state

Recognise no answer within the allowed ring/route outcome and an unread badge where enabled.

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Understand Failed state

Review the stored failure reason or switch cause.

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Understand Cancelled state

Recognise caller cancellation before completion.

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Understand offline destination rejection

Recognise that v1.1.1 rejects unavailable destinations instead of pretending to ring successfully.

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Understand one-time call authorisation

Recognise that every call receives a single-use UUID/route token consumed by the voice switch.

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