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Settings

From the top left ☰ menu, select Settings to review the default settings for your softphone.

Display settings

Change the background theme for your softphone from the options:

Call settings

Configure call handling settings.

Auto answer

Enable auto-answer to allow incoming calls to be answered automatically after a certain number of seconds. When a call comes in, a countdown timer will start and the call will connect when the timer ends.

Note

If using your WorkPhone device with call centre, auto-answer must be enabled.

Region prefix

Set your preferred country code prefix as default. When this set, if any of your contacts are stored without the country code, WorkPhone will detect this and reformat as required to establish calls.

Call blocking

There are several ways to block calls from specific contacts and numbers on WorkPhone. When you block a number in your WorkPhone device, it is only blocked on that device. If you want to block a number from calling any of your PBX devices, then apply the block using the blacklist feature in Callflows.

  1. Go to ☰ Settings > Call Blocking, press the ⋮ menu to the right
  2. Select +Add a number

  3. Enter the number or extension to block

  4. To unblock the number, go to Settings > Call Blocking and view the list of numbers that are blocked

  5. Click X to unblock the number then select Unblock

Alternatively, you can block a contact in the contacts tab or block a number from call history. IP Telecom recommends applying the call block in settings or call history to ensure the correct number is blocked.

Info

By default, the SIP reponse to blocked numbers will be a busy signal but you can change what the default response should be in Settings > Call Blocking > Change SIP Response. Choose from busy, decline, or unwanted.

Call waiting

Use the toggle to enable/disable call waiting. When you are on a call and call waiting is enabled, an incoming call alert will tell you that another call is waiting and give you the option to pick it up.

Queue prefix announcer

The queue prefix announcer allows agents to hear an audio alert that is preconfigured in the queue callflow. For example, if you want agents to hear which customer is calling. Contact support to configure this feature for your call queues.

Set up conference room

Enable your default conference room. When this setting is configured, your call menu will allow you to "Move to Conference" during an ongoing call.

Select your existing conference room from you account (if configured in Smart PBX), or create a new room with a new extension.

Note

Any changes made to Conference settings will sync between WorkPhone and Smart PBX

  1. Go to ☰ Settings > Conference Room

  2. Select the option to create a new room or to select an existing conference room (use this if you already have a conference room number configured in Smart PBX). Users can dial in externally to the conference if it configured in Smart PBX user features.

  3. If you select "Create New", enter a name and number for the conference room and apply the settings as required. This conference room can only be used to move ongoing calls to the conference.

  4. Your default conference room is now configured and displayed in the settings page.

  5. After your room is configured, you can Move call to conference room during a call.

Audio settings

Workphone allows you to decide which devices you want to use for audio in/out and also which device you want to use to hear ringing, notifications and alerts. You can also adjust audio during a call, click the Devices icon. WorkPhone also supports bluetooth connectivity.

  1. Go to ☰ > Settings > Audio Settings

  2. Choose your devices as required

WorkPhone will automatically detect when a headset is plugged in. Select the headset icon to adjust your audio settings.

Select your headset from the Headset Integration dropdown.

Advanced settings

Contact IP Telecom for assistance with advanced settings.

Enable SIP account

The SIP account is enabled automatically but, if necessary, go to Settings > SIP Account and use the toggle to enable.

Note

SIP account settings should not be modified unless instructed by an admin.

Refresh SIP account

Click Portal Account and select Refresh SIP.

Sign out or quit WorkPhone

Go to ☰ Settings > Portal Account > Advanced > Sign Out

Close WorkPhone

Click the X to close the application Yes to confirm. Incoming calls will not be received when the app is closed.