Go to the [Contacts] section (Fig. 1), click the number you are going to call, and the CTI panel with a call will appear
Fig. 1. Calling from the [Contacts] section
You can find calls history in the [Calls] section. From and To’ fileds in [Calls] section are clickable (Fig.2)
Fig. 2. The [Calls] section
To make a call, enter the contact name or number and press the phone button (Fig.3). You can also click the phone button near the call record in the CTI panel
Fig.3. Making a call in the CTI panelThe call will start. After the call is answered, the following functions are available:
You can use the dial pad (Fig. 4)
Fig. 4. Using the dial padYou can mute yourself (Fig. 5)
Fig. 5. Muting yourselfYou can transfer the call to another extension (Fig. 6). If you transferred the call, the original contact will be saved on a new call record
Fig. 6. Transferring the call to another extensionYou can use a blind/cold or a warm transfer. A warm transfer is set by default
Tick a checkbox under the number input field to use a blind transfer (Fig. 7)
Fig. 7. Ticking the checkbox for using a blind transferYou can use the Show Agent feature (Fig. 8). This feature allows to see all the agents set up for telephony (Fig. 9)
Fig. 8. Using the Show Agent featureFig. 9. Showing all agents set up for telephony
You can put the call on hold (Fig. 10)
Fig. 10. Putting the call on holdTo end the call, click the red button (Fig. 11)
Fig. 11. Ending the call
CDRs and recordings can be stored in Google Cloud Storage
You can find more details about Call Functions on the Creatio Academy