This guide covers how to use the key features of the Desktop Softphone for Windows, including call handling, contacts, voicemail, settings, and status management. Whether you're placing calls or managing your availability, this guide will walk you through the softphone's essential tools.
Table Of Contents
To get started, you'll first need to install the Desktop Softphone and complete the initial setup.
If you haven’t installed the app yet, follow the steps in our
The installation guide includes how to:
Once you're installed and logged in, you're ready to begin using your phone.
Getting Started: Install the Desktop Softphone →
Begin by downloading and installing the Desktop Softphone on your Windows device. This step ensures you're ready to make and receive calls directly from your computer with ease.
Before You Sign In: Set Up Pre-Login Preferences →
Before logging in to the Desktop Softphone, take a moment to configure your pre-login preferences. This ensures your app is optimized for your region, language, presence behavior, and device settings right from the start.
Login Options →
Before signing in to the Desktop Softphone, make sure you have activated your user account and created a password using the link sent to your email.
Initial Setup →
This section will guide you through selecting the correct mode when first launching the softphone. →
Complete Softphone Menu Breakdown
On the left-hand side of the Desktop Softphone interface, you’ll find the following menu options. To the top of this section, you'll also see three horizontal lines (often called a hamburger icon).
Clicking this will expand or collapse the menu panel for a more compact or detailed view, depending on your preference.
Access your call history, redial numbers, or initiate new calls.
The Contacts section provides real-time presence and direct communication with internal users, making it easy to track availability and collaborate across teams. Learn more about Contacts →
Listen to and manage your voicemail messages.
Manage softphone preferences and advanced options.
Adjust audio, presence, and system preferences from the Settings section of your desktop softphone.
Access support resources or get troubleshooting assistance.
At the top of the Desktop Softphone interface, you’ll find the following key tools:
This is the fastest way to place a call without navigating to the full Contacts or Calls sections.
The search bar is located at the top of the Web Phone and allows you to:
