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| Inbox – All communications from customers are located here. Quickly respond using voice calls, Facebook, WhatsApp or SMS, Email and more… | |
| Start Call – Once a phone number has been entered, press |
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| Contacts List – Access your contact database, including Dynamics 365, Microsoft Exchange or other databases. | |
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Contacts Search – Search for a specific contact within your contacts list. |
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Dial Pad – Select the dial pad to enter a phone number using your mouse or keypad. You can also select the "enter phone number" box and type the number using the keyboard number pad. |
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Session – Each customer joins a session via a conversational channel or call. |
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| Status – Select the appropriate status, for example, Busy, Available, Unavailable. When on a call or message, the presence is automatically set to Busy or On-a-call. | |
| Click-to-call – Click the phone number to make an outbound call. | |
| Click-to-SMS – Click on the Send SMS button to start an outbound SMS. | |
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Click-to-email – You can click on an email address to start a new outbound email. |
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Search Contacts – Search all your Accounts, Contacts and Leads. |