If you are using Freshcaller as a standalone product, then this is how you can use the widget.
|If you use Freshcaller from inside Freshdesk(after integration), look at the section 'Freshcaller widget inside Freshdesk'|
Once you have enabled your Freshcaller account, the phone widget will appear on the bottom right side of your screen inside Freshcaller.
Making a phone call using Freshcaller
Clicking on the phone icon will open up the widget where you can view:
Recent calls that are made to contacts, customers, or external numbers
Time when you made the call
Click to call the contact you recently spoke with
Search for saved contacts from your customer list or numbers from your Call Logs
If you already know the country code and the phone number you want to call, simply type the whole number and the country details will automatically change
In case you do not know the country code, click on the flag drop down to view country code information and select the appropriate one, followed by which you can enter the phone number
- You can also use the dialer button on the bottom of the widget to open up a dial pad that you can use for making calls
In case you own multiple phone numbers, you can choose a number from the drop down on top of the widget to make the outgoing call
This number will appear as the outgoing caller ID when calling customers or contacts
Freshcaller widget inside Freshdesk
If in case you've integrated your Freshdesk and Freshcaller accounts, you can access the Freshcaller widget from within your Freshdesk account.
Placed at the bottom left corner, these are the various functionalities of the widget,
1. Set agent availability: Agents can choose to take the calls via browser or mobile. Also, they can go offline when they are unavailable to take calls from within the widget.
2. Access recent calls: On clicking the call widget, all recent calls(including ones made from Freshcaller) are listed for quick reference. To call a specific number or contact, use the widget’s search bar.
3. Link call to a ticket: You can see the recent tickets related to the contact you are trying to call from within the widget.
Also, you can either link the call to one of the existing tickets or create a new from here.