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How do the smrtPhone Dialers Work Together?
How do the smrtPhone Dialers Work Together?

How the Web App, Mobile App, and Chrome Dialer (and Salesforce CTI Dialer) work together and work independently

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

There are three individual dialers within the smrtPhone product suite: The Web App (browser), the Mobile App (iOS or Android), and the Chrome Extension.

Salesforce users also see an additional CTI Dialer within their Salesforce platform. In each of these places you can receive incoming calls, receive inbound text messages, place an outbound phone call, and send a text message.

There are certain functions that are synced between the dialers and some that operate independently.

Independent Features - these are separate on each dialer

  • Setting Online/Offline also known as Available/Unavailable (more info here>>) . You must decide which dialers you would like to ring to receive calls. Turning yourself offline on one dialer does not affect the other dialers.

Synced Features - these work across the platform

  • Rejecting an incoming call - Declining on one dialer rejects it across the entire platform. For example: If you reject the call from your Mobile App, it will stop ringing on the Chrome Extension as well.

  • Viewing Inbox - Your voicemails and messages are centralized within smrtPhone. Whenever you access your Inboxes from the Web App, Mobile App, Chrome Dialer, or the dialer within Salesforce you can see your messages and voicemails and your team messages and voicemails.

  • Contacts - Your contacts are centralized within smrtPhone, so you can access them from any of the dialers. Contacts should sync in real-time, but you may want to resync your CRM contacts to your smrtPhone occasionally to make sure everything is current.

  • Viewing Recent Calls - You can view all recent calls for yourself, regardless from which dialer the call was made/answered. Up to 100 most recent calls will be visible per user.

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