Activating Softphone

CallRail's Softphone feature is an in-browser phone system available within Copilot. Using Softphone, you're able to answer and place calls directly from your browser without having to pick up a phone. Softphone also allows you to interact with your calls in real-time, so you can score calls as good leads, apply call tags, and add notes about your conversations as they take place.

Use this article to learn how to:

  • Activate Softphone on your Google Chrome browser 

Getting Started

In order to answer or place calls using Softphone, you'll need to be configured as an Agent. If you haven't already set yourself as an Agent, follow the instructions below, then return to this article to turn on Softphone. 

Softphone is only available for use in a Google Chrome browser. Any user that would like to use Softphone will need to allow CallRail to access their microphone on each Chrome browser they use. 

Once you allow CallRail to access your microphone, you'll be able to answer and place calls using Softphone. The articles below will guide you through answering and placing calls.

Allow Access to Your Microphone 

Granting CallRail permission to use your microphone is dependent upon whether you're a new CallRail user, or a current user accessing Softphone for the first time.

  • If you're a new user logging into your account for the first time, click Enable Softphone Audio in the blue bar at the top of the page. This button will be available once you log into your CallRail account.

    • A pop-up will appear on your browser. Click Allow to let CallRail access your microphone.


  • If you're a current user using Softphone for the first time, click Copilot. A popup will appear at the top of your browser. Click Allow to let CallRail access your microphone.

 

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