Solgari User - Overview
- Inbox: Where all communications from customers will be found, and you can respond from a voice call to a Facebook message or SMS
- Start Call: Once you have entered a phone number, select “Start Call”
- Contacts List: When you can access your contacts database, which could be Dynamics 365, MS Exchange, or any other database.
- Dial Pad: Select the dial pad, allowing you to enter a phone number with your mouse. You can also select the “enter phone number” and use the keyboard number pad.
- Status: Where you select your status, for example, Busy, Available, Unavailable. If you make or receive a call or message, your presence will automatically be set to Buys or On-a-Call.
- Click-to-Call: Select the phone number to make an outbound call.
- Click-to-text: Click on the “Send SMS” button to start an outbound SMS.
- Search Contact: Enter a name, number, or email address to find your customer to call or text.