Overview - Navigation & Menus of the Web Application

The smrtPhone navigation and menu structure in the Web App were designed to give you the information you need with the fewest clicks possible.

The vertical navigation on the left will give you access to the product's features and functionality. The horizontal navigation across the top (especially the top right corner) gives you account setup, account information, and support.

Learn more about the initial setup of smrtPhone ⇢

The Available/Unavailable toggle determines whether your smrtPhone will ring/push notifications of inbound communications to the Web App.

There are three dialers available within smrtPhone: the Web App, the Chrome Extension, and the Mobile App. The Available/Unavailable toggles work separately for each platform. For example: You can set yourself unavailable on the Mobile app, but available on the Web App and the Chrome Extension - or any combination that works for you.

Learn how to set yourself unavailable on the Mobile App ⇢

In the middle of the top navigation is the quick/regular Dialer. Clicking this blue button drops down a screen where you can make a call or send a text quickly. Search for a contact, or type a number directly from the drop-down dialer.

From here, you can also see recent calls and update your Dialer Settings.

How the three dialers work together ⇢

In the upper right, you have tools that help you manage your Account.

If you are User with limited permissions, you will only see: Help, What's New, and Your Account Menu.

​Account Owners and users with personalized permissions may additionally see the Account Balance and the option to add funds, as seen below:

How to get help from smrtPhone ⇢

Clicking on the question mark icon (❓) drops a menu that gives you access to:

Learn more about porting ⇢

Clicking on the bell icon (🛎) opens up a panel on the right side with our latest announcements. A red notification icon 🛑 will appear if there is a new article to read.

This shows the current credit available on your account.

What does mean to have a negative balance ⇢

You can manually add funds or enable/modify Auto Top-Up which will ensure your account always has credit to use, based on automated billing at a threshold you set.

Why to Top-Up your Account ⇢

Next to your name, there is a down arrow that will pop out the full Account Menu. This is where you'll find:

My Account's Settings ⇢

The two buttons in the upper left will return you to the dashboard screen. The smrtPhone triangle icon and the Home icon.

The icon with the two conversation bubbles is your inbox. It's where you'll find your text messages and voicemails for both your personal account and Team inboxes.

Dashboard Inbox ⇢

Call Monitoring is a smrtPhone Pro feature that allows Users with customized permissions to listen, whisper, and Join to live calls. It's designated by the eye icon (👁)

Read more about the Call Monitoring Pro Feature ⇢

For subscribers to our 4-line sales dialer, here is where you'd go to activate and manage campaigns.

smrtDialer Setup Overview ⇢

smrtPhone comes preset with many KPI Reports to help you understand your team, phone number, and campaign performance. Only Account Owners and Users with granted permissions will have access to reports.

The Reports section includes:

KPI Reports section of the documentation. ⇢

The Admin panel is how the Account is managed, either by the Account Owner or by Users with granted permissions.

Settings include:

Admin Dashboard Overview ⇢

Account Owners and users who gain permission to modify account settings must register their businesses in the Trust Center, where they'll be given access to crucial verification products. The first step is to get your business verified.

Trust Center products & services include:

More information about the smrtPhone's Trust Center ⇢

If you have any questions about where to go for something, don't hesitate to start a live chat, and one of our Support Team Members will be happy to help!