Step 1: On the bottom of the Salesforce screen, select the phone option. NOT the Aircall Sync button.
Step 2: The Aricall login screen will populate for the user to enter their username and password
Step 3: Once logged in, the user will need to select the “I’m Available” option to begin taking calls in their assigned queues.
Note: If the user sees a red dot over the headphones icon, this means the user is not connected to audio.
The user will need to ensure their computer audio is being shared with Salesforce and Aircall. Once shared the user should see a green dot over the headphones icon and be able to to select what audio input and output to use.
Step 4: Agents will need to assign themselves to the General Main Line to conduct outbound calls. On the dial pad, select the down arrow next to the phone number.
Step 5: Next to the General Main Line select the 3 dots
Step 6: Select the Set as Default option