In order to benefit from all our system's features, you will want to configure it first. We have an entire Documentation Site to help you with this, so don't worry, you are in good hands.
In this article we will guide you through:
A. New User's Guide
Because these are your first steps into smrtPhone world, you might want to read our New User's Guide, which will have the instructions to configure your system.
Here, you can learn things like:
💙 How to Activate your Subscription - unlock all of the features of smrtPhone by ending the trial and starting your first month of paid subscription.
🗺 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.
📱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.
📣 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 Billions 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.
For the full experience, please read the Beginner's Guide and the articles related.
B. Purchase a Phone Number
Next, you will need to give that a "friendly name" - to recognize it among the next you'll purchase, and build a Call Flow.
To do so, check this out: How to manage your phone numbers and you will find useful instructions.
Also, this simple initial setup of smrtPhone can come of great help for you.
C. Incoming Communication
Flows establish what the system should do with calls and texts that come into your phone numbers. Flows are incredibly flexible, totally customizable, and can be as complex or simple as you want. And most importantly: creating a flow is required to receive any incoming calls.
You can set Flows for your Inbound Calls/Incoming Communication, to establish what happens to an incoming communication:
Set up Call Flows to be able to receive incoming calls
Set up SMS Flows to be able to receive incoming text messages
To learn more, please see our collection on Inbound Calls - Building a Call Flow.
D. How to Manage Users and Groups
Anyone you add to your smrtPhone account is considered a User.
You can add/remove Users, control their permissions, and create Groups for easy management of Call Flows.
Under the Admin menu in the left navigation (≡), you'll find the User's tab.
Here you can:
Create User Groups
Add Users to Groups
To find more about customizing Groups and managing Users, you can simply read the article How to manage Users and Groups on our Documentation Page.
E. How to Set Up Voicemail
Setting an individual Voicemail ensures you don't miss important communication while you're on a call, by
From your Dashboard, access My Account and there you will be able to personalize your individual Voicemail.
You can also set up your Voicemail directly in the Voicemail Applet in a Call Flow.
As you learned above, the Flow decides what happens to your incoming communication. So, in order to receive a Voicemail, you need to have this option in your Flow.
You can learn more about personalizing your individual Voicemail in this article here: How to set up Voicemail and how to configure the Voicemail for Call Flows by following the instructions/video in this article: Voicemail Setup - Call Flows.
Now that you have all covered up, you can move to the next step >> OutGoing Communication.