Workflow

Directory, Live now, presence and call history

Search authorised extensions, see online customers and website visitors, read recent calls and clear missed-call badges.

18 connected guidesLive filterPermission-aware instructions
18 guides
Category

xConnect

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Open the internal directory

Use dial input results to find authorised staff/contact extensions.

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Search directory entries

Search by available display name, email or extension text.

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Understand directory result limits

The authenticated directory defaults to 20 results unless a supported limit is requested.

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Understand directory tenant isolation

See only destinations allowed by the current staff/client context.

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Open Live now

Select the people icon in the administrator softphone.

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See online customers

Review currently online client contacts.

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See online website visitors

Review active approved-origin guest sessions.

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Call a Live now entry

Select the available call action for the online customer or visitor.

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Understand Live now limits

The live directory defaults to a maximum of 100 results.

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Understand presence heartbeat

Use periodic online updates and expiry to avoid indefinitely stale presence.

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Mark presence offline

Allow logout/page lifecycle actions to record offline state.

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Open call history

Select the history icon in the phone panel.

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Understand history limits

The authenticated history defaults to the newest 25 calls.

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Read call history fields

Review participants, direction/status, timestamps, duration and failure reason where returned.

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Read the missed-call badge

Use the badge count for unread missed calls when enabled.

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Mark missed calls as read

Open/acknowledge the relevant history entries so their read timestamp is stored.

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Return to the dialler

Use Back to dialler from Live now or Recent calls.

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