Setting up smrtPhone Standard and smrtPhone Pro Features

A simple initial setup of smrtPhone

This introductory How-To will help you get smrtPhone up and running in no time

Written by Tudor Deak
Updated over a week ago

smrtPhone Overview - Admin Dashboard

In this video we will do a quick overview of the Admin Dashboard inside smrtPhone

Written by Tudor Deak
Updated over a week ago

Account Settings & General Setup

smrtPhone Overview - Account Settings

You will learn more about the Admin Panel and Admin settings present inside smrtPhone

Written by Tudor Balescu
Updated over a week ago

User Settings - How to Configure

Learn how to modify the access and control your Users have within your smrtPhone account.

Written by Georgiana Mirita
Updated over a week ago

How to receive incoming calls and texts

Some setup is required to get notified of incoming calls and SMS/MMS

Written by Ellen Sluder
Updated over a week ago

Intro to Call Recording

Better understand how to set up and manage inbound and outbound call recording.

Written by Georgiana Mirita
Updated over a week ago

How to Manage Recording Storage

How to View and Manage your Call Recording Storage

Written by Tudor Balescu
Updated over a week ago

How to change your Timezone in smrtPhone

Learn how to change your timezone in order for it to match your location

Written by Tudor Balescu
Updated this week

smrtPhone Admin - Addresses

Certain country regulations require company addresses to complete phone number purchases. (Not currently in the U.S.)

Written by Tudor Deak
Updated over a week ago

smrtPhone Overview - Logs Call & SMS Logs (texts)

How to use the smrtPhone web app to look at your Call and Text (SMS/MMS) activity for any given month

Written by Tudor Deak
Updated over a week ago

How to upload contacts to smrtPhone

smrtPhone pulls your contact lists from your CRM (Podio or Salesforce) and syncs automatically

Written by Ellen Sluder
Updated over a week ago

Verified Caller ID

An alternative to porting, verified Caller ID allows limited use of a non-smrtPhone number from within the system.

Written by Tudor Deak
Updated over a week ago

How to enroll into the Beta Program

By enrolling into the Beta program, you will enable all the beta features

Written by Tudor Deak
Updated over a week ago

Salesforce Users: Create custom call dispositions in smrtPhone

Add personalized statuses to phone calls with custom buttons in your smrtPhone dialers

Written by Georgiana Mirita
Updated over a week ago

User & Group Management

How to add new users to smrtPhone

A quick guide on what to do when your team grows and you need to add new Users to your smrtPhone account.

Written by Jordan Samuel Fleming
Updated over a week ago

Customize User permissions

There are over a dozen individual permissions you can assign users that give you flexibility in managing your smrtPhone system

Written by Jordan Samuel Fleming
Updated over a week ago

How to set up a default Caller Id for your agents

Learn how to define a default Caller ID for your agents

Written by Tudor Balescu
Updated this week

How to use Sticky Caller ID

How to enable and set up Sticky Caller ID inside smrtPhone

Written by Tudor Balescu
Updated over a week ago

What is a "Group" and how can they be used?

Match users together by expertise (such as sales or billing) to power better handling of incoming calls, texts, and voicemails.

Written by Jordan Samuel Fleming
Updated over a week ago

How to manage users and groups

Explore smrtPhone Users section and how you can best control and manage users

Written by Tudor Deak
Updated over a week ago

How to remove users from smrtPhone

You can easily delete users from the company's smrtPhone account

Written by Jordan Samuel Fleming
Updated over a week ago

How to Change Account Owner

Only a current Account Owner can select their successor

Written by Ellen Sluder
Updated over a week ago

Podio Users: What will your users see if you invite them by Podio?

Demonstrating what a User will see/receive when you invite them using Podio and how they can accept the invitation.

Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: What is the difference between a user invited by Podio and one by Email?

Understand the difference between a user invited by Podio and one by Email.

Written by Jordan Samuel Fleming
Updated over a week ago

Sending texts (SMS/MMS) using smrtPhone

How to text using smrtPhone

Sending and receiving text messages (SMS/MMS) requires a simple setup

Written by Ellen Sluder
Updated over a week ago

Send automated texts from CRM using the SMS API and GlobiFlow (Citrix Podio Workflow Automation)

How to enabling sending texts from inside Podio

Written by Tudor Deak
Updated yesterday

Sending/receiving MMS messages with smrtPhone

Texting images and viewing images with your smrtPhone system

Written by Tudor Deak
Updated over a week ago

Phone Number Management

International phone numbers

How to unlock the ability to purchase or dial international phone numbers

Written by Georgiana Mirita
Updated over a week ago

How to manage your phone numbers

View active phone numbers, add new numbers and remove phone numbers

Written by Tudor Deak
Updated over a week ago

How to add a friendly name to your phone number

Differentiate your phone numbers by naming them respectively

Written by Tudor Deak
Updated over a week ago

Can I use my existing phone number with smrtPhone?

How to port your current phone numbers to smrtPhone.

Written by Tudor Deak
Updated over a week ago

How to remove a phone number

How to remove a phone number from your smrtPhone account?

Written by Tudor Deak
Updated over a week ago

Buying a non-U.S. phone number

Different countries have varying requirements to secure a phone number, learn what you need to do to get one.

Written by Ellen Sluder
Updated over a week ago

Voicemail Settings and Media Manager

How to set up Voicemail

In this video you will learn how to set up voicemail recordings for individual user and group inboxes.

Written by Tudor Deak
Updated over a week ago

Using the Media Manager

How to import, view or rename your Audio Recordings for use in call flows, voicemails and smrtDialer

Written by Tudor Balescu
Updated over a week ago

Pro Features - Call Monitoring & Geo Caller ID

How to use Call Monitoring (Pro Feature)

Understanding the basics behind how you can monitor inbound and outbound calls as they happen in your system.

Written by Jordan Samuel Fleming
Updated this week

Activate call monitoring on Inbound calls (Pro feature)

Enable Call Center Pro features (Monitoring, Barging, Whispering, Warm Transfer and Hold Music) for your incoming calls

Written by Tudor Deak
Updated over a week ago

Activate call monitoring for Outbound calls (Pro feature)

How to enable Call Center Pro Features (Barging, Whispering, Warm Transfer and Hold Music) for Outbound Calls

Written by Tudor Deak
Updated over a week ago

Barging (Pro Feature)

How to join a 3 way call between you, your agent and the other person on the line using the Barge Feature

Written by Tudor Deak
Updated over a week ago

How to use Whisper (Pro feature)

How to consult with an Agent without being heard by the other person on the line using the Whisper Feature

Written by Tudor Deak
Updated over a week ago

Setting up Geo Caller ID for your users (Pro Feature)

How to enable and set up Geo Caller ID inside smrtPhone that changes outbound phone number to match local region area code

Written by Tudor Deak
Updated over a week ago

Podio Integration Features

Podio Users: Changing how smrtPhone is set up with your Podio System

How to update your smrtPhone-Podio integration settings

Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: How to add in new call dispositions to your smrtPhone Communications App

How to add in new call dispositions to your smrtPhone Communications App

Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: How to Link smrtPhone to Multiple Workspaces and Apps

smrtPhone connects to only one Contacts App in Podio, but you can still push call data throughout your Podio system.

Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: How to create custom Inbound/Outbound Statuses

How to add new Inbound/Outbound Buttons

Written by Tudor Deak
Updated over a week ago

Setting Up IP Phones or SoftPhones

Where I can find my VoIP username and password?

Finding your VoIP username and password

Written by Tudor Balescu
Updated over a week ago