Overview
Updated 10/05/2021
Clients who utilize Voice Over Internet Protocol (VoIP) phones can connect a softphone directly to Avionté. This feature means that without interrupting your recruiting and sales process, you can easily select a phone number from any location in Avionté and begin calling that person. Additionally, users will have the option to log that call as an Activity from the same screen.
Note: Click to Dial will only work if the dial tool is using TEL or SIP protocol.
Activate for User(s)
Activate for yourself
- Click Account & Settings
- Click your Username
- Go to the bottom of your Profile
- Field Name / Options
- Click to Dial Options
- Toggle Switch
- On = Turns the Integration on
- Off = Turns the Integration off
- Toggle Switch
- Protocol / Service
- Drop down menu
- SIP = Specific type of Protocol / Service (based on your VOIP provider)
- TEL = Specific type of Protocol / Service (based on your VOIP provider)
- CoreDial = Separate integration (requires an account with CoreDial)
- You may not see the 'CoreDial' option unless activated in 'System Settings'
- Drop down menu
- When Clicked
- Drop down menu
- Do Nothing = Proceeds with the option to call the selected phone number
- Open Activity = Opens an Activity record to log a message / note.
- This option also gives you the ability to make a call
- This option is helpful if you will be adding Activities for your calls
- Drop down menu
- Click to Dial Options
- Field Name / Options
- Depending on your VOIP Provider
- Nextiva settings
- Click to Dial Options = On
- Protocol / Service = TEL
- When Clicked = Choose desired option
- Nextiva settings
Activate for another User
- Click Account & Settings
- Click User Accounts
- Click Edit Profile (for the desired User)
- Go to the bottom of their Profile
- Field Name / Options
- Click to Dial Options
- Toggle Switch
- On = Turns the Integration on
- Off = Turns the Integration off
- Toggle Switch
- Protocol / Service
- Drop down menu
- SIP = Specific type of Protocol / Service (based on your VOIP provider)
- TEL = Specific type of Protocol / Service (based on your VOIP provider)
- CoreDial = Separate integration (requires an account with CoreDial)
- You may not see the 'CoreDial' option unless activated in 'System Settings'
- Drop down menu
- When Clicked
- Drop down menu
- Do Nothing = Proceeds with the option to call the selected phone number
- Open Activity = Opens an Activity record to log a message / note.
- This option also gives you the ability to make a call
- This option is helpful if you will be adding Activities for your calls
- Drop down menu
- Click to Dial Options
- Field Name / Options
- Depending on your VOIP Provider
- Nextiva settings
- Click to Dial Options = On
- Protocol / Service = TEL
- When Clicked = Choose desired option
- Nextiva settings
Using / Calling
If you just activated the Integration, please log out and log back in to apply the new permissions.
Notice how the phone #s will now display as a Link
When Clicked option = Do Nothing
- Click on the Phone # you would like to call
- Notice the pop-up window
- Click Pick an app
- The options listed below may vary from what options you have
- Select the appropriate option
- I'm selecting 'Nextiva App'
- Uncheck the checkbox: Always Use this app
- Once you've verified it's working, then the next time you use this feature you can check the box. It shouldn't ask you again.
- Click OK
- You aren't able to select this button until you select an app to open
Note: Once you click OK, a call will be started within seconds
- You aren't able to select this button until you select an app to open
- The app you selected (in my scenario I used Nextiva); opened up.
- To end the call, click one of the red "X" below:
Note: If the other person hangs up, the call does NOT disconnect
- Select the appropriate option
When Clicked = Open Activity
- Click on the Phone # you would like to call
- Notice the Activity window appeared on the right side
- You also get an option to make a Phone Call
- Depending on the option you are wanting to complete
- Click Pick an app
- This will make a phone call
- Click the X to close the pop up
- This will allow you to enter an Activity
- This will allow you to enter an Activity
- If making an Activity
- Enter the details
- This is usually completed after the phone call
- Click Submit
- Enter the details
- Click Pick an app
Bria Softphone Installation & Setup
Please save all your work and close ALL applications. Do not continue until you do this.
Step 1:
Download & Install Bria
Step 2:
- Log into your Intermedia Portal by going to: https://exchange.intermedia.net/aspx/Login.aspx and make sure you select My Services
Step 3:
- Once you’re logged in scroll down to Configure:
Step 4.
- Click on the Softphone Tab and Follow the instruction:
Step 5:
1.) Launch Bria
- Go to the Softphone Menu and select Account Settings
- In the Account Tab
- Enter Account Name
- Under Allow this account for, select Call
- Enter your User ID
- Enter your Domain
- Enter your Password
- Display Name / Authorization Name
- Same as User ID
Go to Topology Tab
- Under Firewall Traversal method, select None
- Go to the Transport Tab
- Select UDP for Signaling transport
- Close this Window,
- Go back to Bria Dialer and Under the Softphone Menu
- Select Preferences
- In the Application Window, Click Select Bria as your default softphone.
- Close Window
You should be setup at this point. Please test the software against your cell phone number.
Activate for yourself
Activate for another User
Using / Calling