CallSwitch Desktop App
The CallSwitch Communicator desktop App is a unified communications desktop application that offers businesses soft-phone, CRM Integration, user presence, instant messaging, faxing, conferencing, and agent call centre facilities all in one desktop instance.
The preferred Method for installing CallSwitch Communicator applications is through the extensions welcome email.
Note: .msi installation files are available for mass deployments using GPO's if required.
The welcome email generates all of the users details that they require to download and log into the app. The download link also supplies basic instructions of how to install the application.
A new welcome email can be generated by pressing the "Save & E-mail" button (may require a User Password reset)
Once you have the email, download the required version of CallSwitch Communicator by clicking the download link beside the icon and run the executable file.
Press Next, Agree to the license agreement and choose an installation location.
Press "Next" until you are prompted for installation.
Once the installation is finished, run the CallSwitch App to launch into the Profile Wizard.
Log in to the CallSwitch Communicator by populating the Account Tab and the Advanced Tab with the information from the Welcome E-mail.
The required information is:
- E-mail: The email address associated with the extension,
- Password: "User Password"
- Login Server: The MT/CC server address the tenant is built on; e.g mt501.callswitch.net
- SIP Proxy: Not required, leave blank
Once the information has been populated and "Next" has been pressed, the user will be prompted to change their Password.
TIP: Once a user has changed their password, their extension will show "encrypted" in the user password field. This is a useful way to see if the end user has gone through the whole setup of the application.
Once the password has been changed, the Phone setup page will appear:
The user is then presented with two options:
Use the deskphone mode of Communicator, enabling use of the full suite of Communicator functions and desktop to handset integration such as transferring calls, putting calls on hold and click to dial.
Use the softphone mode of Communicator, enabling use of the full suite of Communicator functions and enabling and registering a softphone on the installed device (Make/Take calls from the computer with a headset).
Note: It is best practice to only enable one of these settings, you can have both enabled but obscure behaviour has been noticed from having both enabled at once.
Once finished, the application will launch.
Click to Dial:
When the application is first launched, there will be a prompt whether the browser extension for click to dial is required, if it is you can press yes here or it can be added at a later date through "Tools" > "Web Browser Addons"
If yes is selected, choose the internet browser of choice from the drop down list and follow the instructions given to install the plugin.