Hello and welcome to the smrtPhone documentation. Here, you'll find advice and answers from the smrtPhone team, including resources, training videos, how-to guides, FAQs and best practices for using smrtPhone and smrtDialer
If you don't find what you're looking for - click on the live chat button 💬 in the lower right and someone will answer within a few minutes during business hours.
How to Use Our Documentation
There are two ways to use this documentation to find answers:
Search: You can use the search bar to ask your specific question or enter a string of keywords. The search looks through both article titles and body copy for relevant keyword matches. If you can't find a matching article right away, try a different phrasing or synonym.
Browse: We have gathered all of our articles into collections that group related items together. You can click into a collection from the main Documentation page and scan through subsections and find articles that match what you need.
Setting up smrtPhone - for Admins
Flow Builder - An in-depth look at the customized routing of incoming calls and text messages
How to use smrtPhone - for Users
Salesforce Guides - for Users of Salesforce CRM
Mobile Apps - for Android and iOS
smrtDialer Setup - for Admins
How to use smrtDialer - for Users
KPI Reports - how to analyze smrtPhone data
FAQ - answers to common questions
Troubleshooting - how to fix common errors
Security - including verification products such as STIR/SHAKEN and A2P 10DLC
Beginner's Guide to smrtPhone
Below, we callout some of the most important training articles and videos for first time admins and users of smrtPhone. These are just the highlights for new users, and you'll find more detail and depth in the rest of our support documentation, as you become a more confident smrtPhone user.
Starting your smrtPhone Trial
🆕 (Podio Users) How to start a smrtPhone Trial - video and step-by-step written instructions of how to prepare your Podio, connect your smrtPhone to your workspace, and sync contacts. Once you're setup, we'll give you $7 credit to try out the system.
☁️ (Salesforce Users) How to set up smrtPhone within your Salesforce Account. This collection of articles walks you through how to set up a smrtPhone account, install the smrtPhone CTI dialer within Salesforce, and invite your users to your account.
✅ How to get the most out of your Trial - Our tips on how you should use your trial to get the best sense of how smrtPhone works. This applies to both Salesforce and Podio Users.
⛔️ Understanding the Limitations of the Free Trial - The smrtPhone trial is designed to give you a hands-on taste test - insight you can't get from just watching videos. We have some limitations in terms of length of call and how many domestic calls and texts you can make in one day during the free subscription timeframe.
💙 How to Activate your Subscription - unlock all of the features of smrtPhone by ending the trial and starting your first month of paid subscription.
How to Set Up smrtPhone - Highlights
🛠 A simple setup of smrtPhone - If you followed all of the prompts upon initial signup, you have likely already completed all of these steps. This article & video shows you around two crucial foundational elements of preparing your smrtPhone: Getting a phone number and how to configure your number to receive incoming calls.
🔐 Introduction to the Admin Dashboard - In the left navigation there is an icon of three slider bars (≡) where you will have access to all of your Admin tools. This video and the written catalog give an overview of what each subsection of the admin dashboard controls.
☎️ How to Get and Manage Phone Numbers - smrtPhone is a phone system, right? And, what do we need to use a phone system? Phone numbers! This guide will kick off everything you need to know about buying and managing your phone number portfolio.
🚻 How to Add Users - Learn how to bring your team into smrtPhone, whether they are full-time, part-time, consultants, or VAs. With smrtPhone Standard, you have 10 users included and can add more if needed. With smrtPhone Pro, you have unlimited users.
👨👩👧👧 How to Create Groups of Users - Groups is an amazing tool to assemble users in a way that streamlines operations and improves response rates. Typically we see groups created around functional expertise or departments. Don't forget to set up a voicemail inbox for each group you create!
📞 Creating Incoming Call Flows to determine where calls ring - Because smrtPhone is a cloud-based phone system, you have complete control over where calls to each phone number ring. They can ring a user or a group, you can reroute them if no one answers, and you can present an initial greeting or a full phone menu. You can even send them straight to voicemail - it's up to you! But, you have to tell the system how to handle them - and that's what Call Flows do. You can have many phone numbers follow the same Call Flow routing, or set each one up individually.🚨 If you do not set them up, callers will not be able to reach you. 🚨
💬 How to Send and Receive Text Messages - Similar to Call Flows, if you don't set up an SMS text flow, you will not receive any messages sent to your numbers. You can also do some quick setup to be able to send text messages directly within your CRM.
⚙️ Account Settings Overview - Learn how to adjust the global settings for your account, such as time zone and call recordings.
How to Use smrtPhone - Highlights (Users + Admins)
🗺 Overview of the Web App navigation - How to find your way around the smrtPhone application in your browser window.
📥 How to Set up Voicemail - You will need to set up your voicemail outgoing greeting. Learn how to activate stock greetings or create personalized recordings.
🚀 Dial up your efficiency with the Chrome Extension - with the smrtPhone Chrome Extension, from any browser tab you can: dial and answer calls, send texts, and gain quick access to your inbox.
👆(Podio Users) How to Enable One-Click Calling and Texting from Podio - You must install the smrtPhone Chrome Extension to support click-to-call from Podio. There are other great productivity benefits to the extension. Read about them in this article and get a link to download the extension.
👁🗨(Salesforce Users) How to Enable Answering Calls from Any Tab (not just within Salesforce) . Downloading the Chrome Extension allows you to get notification banners for incoming calls no matter what tab is open. And, you can use the Chrome dialer to place calls or send texts from your browser window.
📱Mobile App Overview - Take smrtPhone on the road with our full featured Mobile App for iOS and Android. Learn about the features and where to download the app. Salesforce users will need to create smrtPhone credentials to be able to log in to the Mobile App. Learn how to create them here>>
📣 How to Make a Call or Send a Text - there are three ways to place outbound communications.
👂How to Answer an Incoming Call
👀 How to Read your Texts and Check your Voicemail - Individuals and Groups
🔕 How to Set Yourself Offline - The three dialers operate separately, to give you more control over where and when you can be reached. You can set yourself offline on any or all of the dialers, depending on your needs. (Salesforce users: don't forget you have a 4th dialer inside your Salesforce CRM.)
🔄 How to Change your Caller ID - This video shows you how to change the phone number with which you are doing outbound calling/texting.
Need More Help?
The articles and videos called out above are just a few of the hundreds of guides we have in our smrtPhone Support Documentation. We recommend going to the top and clicking on the smrtPhone logo to return to the main "Collections" menu to browse for more hot tips on how to become a smrtPhone super user. Or, use the search bar to ask your questions.
If you need help beyond what you can find in the documentation, please reach out to us via live chat or send an email to [email protected].