smrtPhone Cloud Phone System

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 - 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

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

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

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

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

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

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

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 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 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 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

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 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

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

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

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

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

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 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

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 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

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