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AntCRM - Instruction to use Callbar web
Integrate web Callbar into CRM to replace the old web call interface. Use the interface of the Callbar desktop app to optimize the user experience..
Below is the user guide for web Callbar
1. Operations with Callbar
1.1 Login and display the Callbar interface
Step 1: User login vào AntCRM. Sau khi user login CRM, hệ thống tự động đăng nhập Callbar
Step 2: Press button in the upper right corner of CRM interface to display Callbar
To hide Callbar, user press X button on Callbar or button in the upper right corner
1.2 Callbar web interface
1.3. Operations on Callbar web
1.3.1. Make outgoing call
Enter the number from the computer keyboard or press directly from the dial keyboard (2) on the Callbar, the called number will be displayed on the Callbar screen.
Press the dial button or press Enter on the keyboard to make an outgoing call.
1.3.2. Receive incoming call
When there is a coming call, headphones (speaker) will play a sound.
Callbar will pop up automatically to allow Agent receive calls or reject calls.
1.3.3. Operations on the Queue:
For a staff phone call who receives incoming calls (receiving staff) need to log in to the queue (queue) so that the system pushes incoming calls to the callbar when customer calls in. Operations on the Queue consist of:
Enter Queue: Log in to enter queue to receive call (made when at the beginning of work shift) by press button, the system will broadcast the notification through the speaker (headphone) and change the queue status of Agent to .
Exit Queue: log out the queue in order not to receive call (made when at the end of work shift, before exiting the application) by pressing button. Note: Need to wait for the system which broadcasts the notification through the speaker (headphone) and change the queue status of Agent to ; if the work shift ends, the staff does not exit the queue so the incoming call will be missed.
(3) Pause: pause the incoming call while in queue (made when need to deal other work so can not receive the call) by pressing button, the system will broadcast the notification through the speaker (headphone) and the pause button change to.
(4) Resume: Resume to receive the call from the queue by pressing button, the system will broadcast the notification through the speaker (headphone) and the queue status of Agent to .
1.3.4. Disabling web Callbar when the user wants to use desktop Callbar or IP Phone
Step 1: Click profile icon in the upper right of interface
Step 2: Choose your profile
Step 3: Choose turn off use callbar web button
