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  1. Features Overview
  2. Live Video Calling
  3. Inbound Calls

Desktop Call Management

SaleAssist Desktop Call Management features help how you can manage the inbound calls.

PreviousIntegrationNextLive Stream Selling

Last updated 8 months ago

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Steps to be follow:-

  1. When a customer calls, the user receives a notification on the desktop, and click on attend call to connect with the customer.

  1. This is the agent's screen, During the call, the user will see few control button in the bottom. With these control buttons user can turn off your camera and mic, flip the camera, chat with the customer, share the screen to the customer and end the call.

In Active Request Section, the user see all the details of the customer.

  1. User can add the in-call notes as well, these notes will not be reflected to the customer

  1. User can also record the call, put the call on hold, ask PIP mode, add virtual background by clicking on the three dot button.

  1. The user (agent) can transfer the call to the another agent by clicking on the call transfer button.

  1. The user can share the link to the third user by click on the share button.

  1. This is the feedback form for the agent, the agent can add the details as per the customer's requirement (it is customizable). You can customize the form according to your requirement

  1. The user can end the call by click on the end button.

Features Overview
Agent is in call with the customer