smrtPhone Pro Dialing Feature allows one to utilize the following functionality:
Call Monitoring for Inbound and Outbound Calls which allows you to Listen, Whisper, or Join
Pro Dialing can be turned ON/OFF for all or only some Users on an account that has a smrtPhone Pro subscription.
Pro Dialing Features
The Pro Dialing feature comes in the following scenarios:
For a new Pro Account - Pro Dialing is set as ON (at all levels - Call Flows, User Settings, Account Settings)
For a Pro Account that downgrades to Standard - Pro Dialing will be set as OFF (at all levels) and cannot be turned on without a subscription upgrade
For a Standard Account - Pro Dialing is displayed as OFF. Yet, cannot be turned ON without a Pro Subscription
For a Standard Account that upgrades to Pro - Pro Dialing will be set ON (at all levels)
For a Starter Account - Pro Dialing will be set OFF. It has to be upgraded to Pro to become available and then will be set ON, until is manually switched OFF/ON
Pro Dialing for Outbound Calls
You can turn on Pro Dialing for all outbound calls placed from your account, or only calls placed by specific Users. First, we'll go over the global setting for all Users.
Global Settings
From your Admin Dashboard in Account Settings, you can set Pro Dialing ON or OFF for your whole team.
All Users in your smrtPhone account will be affected by this setting.
Personalized by User
For each individual User, it can be adjusted whether they follow global account settings or have their own Call Settings configuration. Go to Users and then select the gear icon βοΈ next to the User you'd like to modify.
You can modify whether Pro Dialing is activated for each specific user.
Make sure you first determine whether they use Default (global) or Custom, and then select Pro Dialing from the list.
Pro Dialing Incoming Calls
Enabling Pro Dialing for incoming calls is controlled by Call Flows. This means you can select which phone numbers are accessible for Call Monitoring. If Pro Dialing is enabled within the Call Flow, any number pointing to that Flow will have Call Monitoring, Group Calling, and Hold.
Go to Admin > Flows and edit the desired Flow. Find the Pro Dialing option within the Dial Applet and toggle it ON.