Using Operator Console Pro
From the Operator Console UI, you can make calls, transfer, hold, park, and retrieve calls to users in your VoIP account, or externally.
NOTE: All users must have a device or devices assigned to them in Smart PBX and that device must be registered on the network.
Making a call if you have one registered device
- Go to Operator Console Pro > Employees.
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Click the name you want to call, or search for it.
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Click Call.
Making a call if you have multiple registered devices
- Go to Operator Console Pro > Employees.
- Click the name you want to call, or search for it.
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From the popup, select which device you want to use to make the call.
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Click Call.
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While the call is active, the UI displays both the caller and the user/device they are calling, and you can take action on the call in "My Active/Incoming Calls".
Making an external call
To call someone outside of your company, click the call icon at the bottom left side of your screen for the dialpad.
- Go to Operator Console Pro.
- Click the phone icon on the bottom left of your screen.
- Dial the number by either entering it into the textbox, or click the keypad menu.
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From the popup, select the device that you want to use to make the call.
IMPORTANT: Placing a call from a softphone is a two step process. First, our system calls your phone and you accept as if it were a phone call. Second, once the softphone is answered the number you dialed will be called.
Putting a call on hold
- Go to My Active/Incoming Calls.
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In the active call, click on the pause icon. The colour changes in the active call display to indicate that the call is on hold.
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To resume the call, select the pause icon again.
Transferring a call
- Go to My Active/Incoming Calls.
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In the active call, click on the transfer arrow.
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To complete the transfer you have two options:
- In the text box/dialpad, enter the extension/phone number of the person you want to transfer, then select Transfer.
- If you’re transferring a call internally, click the arrow, then click on the Employee or Device that you want to transfer to.
NOTE: After you click on the employee or device, your call is immediately transferred, and disappears from your "Active Call" list.
Parking a call
- Go to My Active/Incoming Calls.
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In the active call, click on the P icon (parking).
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Enter the number of the parking slot to place the call into.
- Click Park.
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After the call is parked it appears in your "Parked Calls" list.
NOTE: In "Parked Calls", you can see which parking slot each call is parked in, making calls easy to retrieve.
Retrieving a parked call
- Go to Parked Calls.
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In the parked call, click on the up arrow.
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To retrieve the call, you have two options:
- In the text box/dialpad, enter the extension/phone number of the person that you want to retrieve the call, then select Retrieve.
- Click on the Employee or Device that you want to retrieve the call.
NOTE: After you click on the employee or device, your call is immediately retrieved, and disappears from your "Parked Call" list.
Hanging up a call
- Go to My Active/Incoming Calls.
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In the active call, click on the red hang up icon.
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The call is disconnected immediately.