Installing Click to Dial

Overview

Updated 08/25/2021

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.

Please note: Click to Dial will only work if the dial tool is using TEL or SIP protocol.

Activate for User(s)
    Activate for yourself
    Activate for another User
Using / Calling

Bria Softphone Installation & Setup

 

Activate for User(s)

Activate for yourself

1. Click Account & Settings
2. Click your name (the top option)
   
   
   
   
3. Go to the bottom of your Profile
   
   
   
   
   
   
   
   
   1. Field Name / Options
      1. Click to Dial Options
         
         1. Toggle Switch
            1. On = Turns the Integration on
            2. Off = Turns the Integration off
      2. Protocol / Service
         1. Drop down menu
            1. SIP = Specific type of Protocol / Service (based on your VOIP provider)
            2. TEL = Specific type of Protocol / Service (based on your VOIP provider)
            3. CoreDial = Separate integration (requires an account with CoreDial)
               1. You may not see the 'CoreDial' option unless activated in 'System Settings'
      3. When Clicked
         1. Drop down menu
            1. Do Nothing = Proceeds with the option to call the selected phone number
            2. Open Activity = Opens an Activity record to log a message / note.
               
               1. This option also gives you the ability to make a call
               2. This option is helpful if you will be adding Activities for your calls
4. Depending on your VOIP Provider
   1. Nextiva settings
      1. Click to Dial Options = On
      2. Protocol / Service = TEL
      3. When Clicked = Choose desired option
         
         

Activate for another User

1. Click Account & Settings
2. Click User Accounts
   
   
   
   
3. Click Edit Profile (for the desired User)
   
   
   
   
4. Go to the bottom of their Profile
   
   
   
   
   
   
   1. Field Name / Options
      1. Click to Dial Options
         
         1. Toggle Switch
            1. On = Turns the Integration on
            2. Off = Turns the Integration off
      2. Protocol / Service
         1. Drop down menu
            1. SIP = Specific type of Protocol / Service (based on your VOIP provider)
            2. TEL = Specific type of Protocol / Service (based on your VOIP provider)
            3. CoreDial = Separate integration (requires an account with CoreDial)
               1. You may not see the 'CoreDial' option unless activated in 'System Settings'
      3. When Clicked
         1. Drop down menu
            1. Do Nothing = Proceeds with the option to call the selected phone number
            2. Open Activity = Opens an Activity record to log a message / note.
               
               1. This option also gives you the ability to make a call
               2. This option is helpful if you will be adding Activities for your calls
                  
                  
5. Depending on your VOIP Provider
   1. Nextiva settings
      1. Click to Dial Options = On
      2. Protocol / Service = TEL
      3. When Clicked = Choose desired option
         
         

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

1. Click on the Phone # you would like to call
   
   
   
   
   1. Notice the pop-up window
2. Click Pick an app
   
   
   
   
3. The options listed below may vary from what options you have
   1. Select the appropriate option
      1. I'm selecting 'Nextiva App'
   2. Uncheck the checkbox: Always Use this app 
      1. 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.
   3. Click OK 
      1. 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
         
         
         
   4. The app you selected (in my scenario I used Nextiva); opened up.
      
      
      
      
      
   5. To end the call, click one of the red "X" below:
      Note: If the other person hangs up, the call does NOT disconnect
      
      

When Clicked = Open Activity

1. Click on the Phone # you would like to call
   1. Notice the Activity window appeared on the right side
   2. You also get an option to make a Phone Call
2. Depending on the option you are wanting to complete
   1. Click Pick an app
      1. This will make a phone call
   2. Click the X to close the pop up
      1. This will allow you to enter an Activity
         
         
         
         
         
         
   3. If making an Activity
      1. Enter the details
         1. This is usually completed after the phone call
      2. Click Submit

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

• Go to: https://www.counterpath.com/x-lite-download/

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

1. Go to the Softphone Menu and select Account Settings
   1. In the Account Tab
2. Enter Account Name
3. Under Allow this account for, select Call
4. Enter your User ID
5.  Enter your Domain
6. Enter your Password
7. Display Name / Authorization Name
   1. Same as User ID

Go to Topology Tab

1. Under Firewall Traversal method, select None
2. Go to the Transport Tab
3. Select UDP for Signaling transport
4. Close this Window,
5. Go back to Bria Dialer and Under the Softphone Menu
6. Select Preferences
7. In the Application Window, Click Select Bria as your default softphone.
8. Close Window

 You should be setup at this point. Please test the software against your cell phone number.

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