Manage Softphone – Telia Touchpoint Plus

This guide covers how to manage calls and configure personal settings in Softphone.

Activity and Presence

Change activity

  1. Go to Tillgänglig in the menu bar next to your profile (it may display Upptagen [Busy], Möte [Meeting], or another activity if you've changed it before).

  2. Select a new activity status from the dropdown.

Done! Your activity status is now updated.

You can customize your activity status by selectingAnpassad aktivitetfrom the dropdown. There you can set a start and end time for your current status, and add a temporary call forward if needed.

Genvägar

If you have one or more custom activities you use frequently, you can create shortcuts for them. This way, you won't need to set up a new custom activity each time you know you'll use it again.

  1. Go to the Available tab (it may display Upptagen [Busy], Möte [Meeting], or another activity if you've changed it previously) in the menu bar by your profile.

  2. Click Redigera genvägar.

  3. Click the plus sign in the top left corner.

  4. Enter a name and the desired rules for your shortcut.

  5. Click Spara (Save).

Done! Your new shortcut is now created.

Scheduled/recurring activity

To schedule a future or recurring activity status, use Future Forwarding in Softphone.

  1. Go to Tools in the top menu bar.

  2. Select Framtida hänvisning.

  3. Click the plus sign in the top left corner.

  4. Enter a name and set the desired rules for your forwarding.

  5. Click Spara (Save).

Done! Your new presence is now scheduled.

Outgoing calls

Call an external number

Enter the phone number you want to call in the search field and press Enter.

Call contact

Search for the contact you want to call by entering their name or number in the search field. Hover over the contact to select it, then click the phone icon to the right of the contact. This will call the contact's primary number.

To call one of the contact's other numbers, click the arrow to the left of the contact in the contact list, then click the arrow to the right of the desired number in the list under the contact's profile. Then click Ring (Call).

Change caller ID

If you want a different number from your phone system to display when making outbound calls, you can change your caller ID.

The easiest way to update your caller ID is to go to Samtals-ID in the menu bar next to your profile. Then select which number you want to display, or choose to hide your number. You can also change your caller ID by clicking Tjänster (Services) in the top menu bar, then Roll (Role) in the dropdown.

Transfer calls

During an active call, you can transfer it to a colleague or another number. Transfers can be done in two ways: direct transfer or supervised transfer.

Blind transfer

  1. During the active call, click the Right arrow in the call window.

  2. Search for the contact or number you want to transfer the call to.

  3. Hover over the contact or number with your cursor, then click the Right arrow (Connect here) to the right of the contact or number.

Done! The call has now been transferred.

The active call is automatically put on hold when you initiate a transfer.

Attended transfer

  1. During the active call, place a new call and wait for an answer (the active call is automatically put on hold).

  2. When you're ready to transfer the call, switch back to the original call by selecting it, then click the Play icon.

  3. Click the Right arrow (Connect here) on the called contact.

Done! The call has now been transferred.

The active call is automatically put on hold when you initiate a transfer.

Contacts

Search for a contact

Your contact book displays your favourite contacts at the top. Use the search field to find other company contacts that aren't marked as favourites. You can search by name, number, email, or any other relevant contact information.

Add contact

  1. Go to Verktyg in the top menu bar.

  2. Click Skapa kontakt.

  3. Enter the contact details and click OK.

Done! The contact has been added.

Favorites

Contacts you mark as favorites appear on your contact book home page, so you don't need to search for them. By marking frequently contacted people as favorites, you can manage your calls more efficiently.

  1. Search for the contact you want to mark as a favorite in the search field.

  2. Click the right arrow to the left of the contact.

  3. Click the star icon at the bottom left of the contact card.

  4. Select Favorit (Favorite).

Done! The contact is now marked as a favorite and will appear on your contact book home page.

Send messages

Start a chat

To start a chat conversation, the user you want to chat with needs to be logged into the app or Softphone. If they're not logged in, the option won't be available.

  1. Search for the contact you want to chat with.

  2. Hover over the contact with your mouse and click the chat bubble icon (Start chat) to the right of the contact.

Send SMS

  1. Find the contact you want to send a text message to.

  2. Select the contact by hovering over it with your cursor, then click the chat bubble (Send SMS) to the right of the contact.

Receive calls through ACD groups

An ACD group, also called a hunt group, is an entry point in the phone system where multiple members can answer calls through the same main number. To receive calls through an ACD group, you need to be logged in and available in the group.

Log in to receive calls

  1. Go to Visa in the top menu bar.

  2. Select ACD-vy or Telefonistvy.

  3. The Softphone view will now adjust to your selection and display the ACD groups you're a member of.

  4. Click on the ACD group(s) you want to log in to (the group will be highlighted once you're logged in).

Done! You're now logged in and available in the selected ACD group.

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