Button Types and Provisioning

Direct Line:

  • Calls a single user
  • Can be a button on a web page, a simple URL, or QR code
  • Button can expand for caller to choose video, audio, or chat
  • You can forward a direct line to another direct line

Direct Line Provisioning:

 

  • Go to Users tab in your Organization Dashboard
  • Add/Import a new user
  • A direct line will be created for that user. You can click “Edit Button” or “See Button Styles” to manage it.

Forwarding Line:

 

  • Calls multiple direct lines at the same time
  • Looks like a direct line button to the end user
  • Can expand to allow a caller to choose video, audio, or chat
  • A forwarding line can be forwarded to multiple direct lines.

Forwarding Line Provisioning:

 

  • Create a new user in your organization called “Sales”, “Support”, etc. to forward it to your employees.
  • Go to “Call Forwards” tab and define call
  • All of the recipients will get the calls at the same time.
  • Make sure to click “Save” button.
  • Tip 1: Make sure that the Forwarding Line is available at all times. If you define off hours or make it unavailable, it will direct all calls to “take a message” screen.
  • Tip 2: Pick up to 4 users to forward the calls to for the best performance.

Super Button:

 

  • Expands into multiple options like. departments, people etc. to choose from.
  • Each option can either be a direct line or a forwarding line that calls multiple people.
  • Each option expands to allow the caller to choose video, audio, or chat.

Super Button Provisioning:

 

  • Create a new user and call it “superbutton” etc.
  • Click “See Button Styles” of that user
  • Click “Edit” of the Rollup Button
  • Check the ”Super Button” box.
  • Select the call types that you would like to activate
  • Go to “Call Forwards” tab in your Organization Dashboard
  • Find the super button account
  • Select the lines that you want to display in your super button. The names of these accounts will be shown in the super button.
  • Make sure to click “Save”
  • To test the super button, click “See Button Styles”
  • Then click ”Test” to see your super button in action.
  • To get the button code, click “See Embed Code”

Message Line:

 

  • A direct line which is always “unavailable” – i.e. it is never answered
  • Does not call anybody
  • Callers see a pre-recorded video and/or text message
  • Can be used for advertisements, custom messages

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