Dial an Outbound Call with the Dial Pad

 

  1. Click Dial pad (indicated by a phone icon) and the Phone screen appears.

    Your Agent State status does not need to be set to Available to make an outbound call.

  2. Use the on-screen dial pad, or your keyboard keypad, to enter a phone number to dial. When the number is entered, the Dial icon turns green.

  3. Click Dial (indicated by a green phone icon). If you have only one outbound skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge assigned to you, Agent for Salesforce dials the call. If you have more than one, you must select an outbound skill to use for the call. When a skill is selected, Agent for Salesforce dials the call.

  4. When the contact answers, you can use any of the options in the Voice Control Panel to perform many basic call functions.