smrtPhone Cloud Phone System | smrtPhone Help Center

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 this week

Setting up a smrtPhone Account for use in your CRM

There are three paths to activating smrtPhone within your CRM account

Written by Ellen Sluder
Updated this week

Overview - Navigation & Menus of the Web Application

Learn where to go for important features, functionality, settings and reporting

Written by Ellen Sluder
Updated over a week ago

smrtPhone - 'My Account' Settings

Learn how to customize your individual account

Written by Tudor Balescu
Updated over a week ago

Hardware and software best practices for using smrtPhone

Ensure the highest quality calls and minimize issues by doing a proper setup.

Written by Georgiana Mirita
Updated over a week ago

Account Settings & General Setup

smrtPhone Overview - Admin Dashboard

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

Written by Tudor Deak
Updated this week

smrtPhone Overview - Account Settings

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

Written by Tudor Balescu
Updated today

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

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

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

How to Create smrtPhone Login Credentials

Using the Mobile App and Chrome Extension (dial/answer from any tab) with smrtPhone login credentials

Written by Ellen Sluder
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 this week

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

Intro to Call Recording

A better understanding of how to set up and manage inbound and outbound call recordings - your calls can be recorded within the platform.

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

Call Logs and Text/SMS Logs

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 change your Timezone in smrtPhone

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

Written by Tudor Balescu
Updated over a week ago

Webhooks from smrtPhone

Use events in smrtPhone to trigger actions in your other software systems (i.e. your CRM)

Written by Georgiana Mirita
Updated over a week ago

User & Group Management

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 over a week ago

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

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 set up individual User 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

How to Change Account Owner

Only a current Account Owner can select their successor

Written by Ellen Sluder
Updated over a week ago

What is a "Group" and how can it 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 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

How to remove users from smrtPhone

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

Written by Jordan Samuel Fleming
Updated this week

Phone Number Management

How to manage your phone numbers

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

Written by Tudor Deak
Updated this week

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

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

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 remove a phone number

How to remove a phone number from your smrtPhone account?

Written by Tudor Deak
Updated over a week ago

Managing Toll-free number SMS/text messaging

Toll-free numbers must be registered to become text enabled.

Written by Georgiana Mirita
Updated over a week ago

Inbound Calls - Building a Call Flow

Overview of Inbound Communications, Calls and Text/SMS - Call Flows

Understanding call flows and setting how the system handles incoming phone calls and text messages.

Written by Tudor Deak
Updated over a week ago

How to Build an Incoming Call Flow

Use Flow Builder to direct smrtPhone on where to route your inbound calls

Written by Ellen Sluder
Updated over a week ago

How to Duplicate a Call Flow

Sometimes it's easier to copy an existing call flow and make adjustments than it is to start from scratch

Written by Ellen Sluder
Updated over a week ago

Setting Who Receives a Call (Dial Applet) - Call Flows

How to use the Dial Applet to determine which users/groups will receive calls that come in on a specific phone number

Written by Tudor Deak
Updated today

How the Whisper Message Feature Works (Dial Applet Options) - Call Flows

How to customize the message your users will hear when a call is routed to them

Written by Ellen Sluder
Updated over a week ago

Distributing Calls Among Agents (Round Robin Applet) - Call Flows

Learn how to evenly distribute inbound phone calls among agents within a group, while providing superior service to your clients.

Written by Tudor Deak
Updated today

Allow callers to opt-out (DNC Applet) - Call Flow

Allow your leads to let you know they don't want to hear from you by adding themselves to your DNC List

Written by Ellen Sluder
Updated over a week ago

How the Simultaneous Call Feature Works (Dial Applet Options) - Call Flows

Within the Dial Applet - Learn how to ring all members of a Group at the same time

Written by Tudor Deak
Updated over a week ago

Setting Business Hours (Business Hours Applet) - Call Flows

The Business Hours Applet lets you set different rules for how calls should be handled during or outside business hours

Written by Tudor Deak
Updated over a week ago

Creating a Phone Menu (IVR Menu Applet) - Call Flows

Step-by-step instructions for building an Interactive Voice Response menu that allows callers to choose their path.

Written by Tudor Deak
Updated over a week ago

Play Announcement (Greeting Applet)

You can play a message for your caller after a ring or as part of an IVR menu

Written by Ellen Sluder
Updated over a week ago

Voicemail Setup - Call Flows

How to use the Voicemail Applet to send incoming calls to your individual or group inbox.

Written by Jordan Samuel Fleming
Updated over a week ago

How to add a number to your spam list

Block numbers to stop them from being able to call or text you

Written by Tudor Deak
Updated over a week ago

Inbound Text Messages - Building an SMS Text Flow

Setting up your phone numbers to receive SMS/MMS

How to get incoming text messages

Written by Jordan Samuel Fleming
Updated over a week ago

How to Build an Incoming SMS/Text Flow

Use Flow Builder to direct smrtPhone on where to route your inbound messages

Written by Ellen Sluder
Updated this week

Receiving Incoming Text Messages (SMS Inbox Applet) - SMS Flow

How to route an incoming text message to an individual user or a group

Written by Georgiana Mirita
Updated over a week ago

Creating a texting Menu (Menu Applet) - SMS Flow

Give your contacts a text message menu to select the information they need, using a keypress.

Written by Georgiana Mirita
Updated over a week ago

Setting Business Hours (Business Hours Applet) - SMS Flow

The Business Hours Applet lets you set different rules for how texts should be handled during or outside business hours

Written by Georgiana Mirita
Updated over a week ago

Setting an automatic text reply (Save and Reply Applet) - SMS Flow

Send an automated response to incoming texts

Written by Georgiana Mirita
Updated this week

How to view text messages and listen to voicemail on the web app

Learn about the smrtPhone inbox feature for our browser application

Written by Ellen Sluder
Updated this week

Amplifying notification of received text to other numbers (SMS notification) - Text Flow Applet Options

Set up an alternative/outside number to be notified about any received message on smrtPhone

Written by Tudor Deak
Updated over a week ago

Mark unwanted texts as Spam

Block numbers from your inbox to stop them from being able to text you (or call you)

Written by Tudor Deak
Updated over a week ago

Trigger Webhook setting in SMS Flow

How to send a Webhook based on receiving a text message

Written by Tudor Deak
Updated over a week ago

Pro Features provided by smrtPhone

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

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 over a week ago

How to use 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

Warm Transfer & Group/Conference Calling (Pro Feature)

How to create a conference call between multiple users or phone numbers - and either stay on or drop off (transfer)

Written by Tudor Deak
Updated over a week ago

Hold Call (Pro Feature)

Learn how to place an active call on hold and activate hold music

Written by Tudor Balescu
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

Using the Dialer inside smrtPhone

Making a Call and Sending a Text with the "manual" smrtPhone Dialer

This article will show you how to use the smrtPhone Dialer to make calls and send texts and what features you have available.

Written by Jordan Samuel Fleming
Updated over a week ago

Receiving a call in the Dialer

This article will show you how to answer a call in the smrtPhone Dialer

Written by Jordan Samuel Fleming
Updated over a week ago

How to change your CallerID

You can change the number that you are using to call and text from smrtPhone

Written by Tudor Deak
Updated over a week ago

Seeing your missed calls in the smrtPhone Dialer

How to quickly see recent and missed calls in smrtPhone

Written by Jordan Samuel Fleming
Updated over a week ago

How to change your audio settings in the smrtPhone Dialer

This article will show you how to access and change your audio settings.

Written by Jordan Samuel Fleming
Updated over a week ago

How to View Call/View Lead in CRM from the smrtPhone Dialer or Chrome Extension

Clicking on the three dots in the dialer screen will open a menu of options that you can access while the call is live

Written by Ellen Sluder
Updated over a week ago

Sending outbound 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 this week

Using SMS text message templates

You can save templates in order to use them later while sending messages.

Written by Georgiana Mirita
Updated over a week ago

Sending/receiving MMS messages with smrtPhone

Texting images and viewing images with your smrtPhone system

Written by Tudor Deak
Updated over a week ago