Software s 8×8 Switchboard Pro Software User Guide

Software s 8×8 Switchboard Pro Software User Guide

Call Management Window

• Access and set your work status
• Access and manage your voicemail
• Place outbound calls using the DialPad
• Manage your application settings

Contact Directory Window

• View contacts Status, Department, Extn/Phone Number
• Search, Filter and Sort contacts by selecting columns
• Select a contact to view further interaction options within the Contact Details Panel

Chat

1. Select the contact to open the Contact Details panel
2. Select the Chat Bubble to begin messaging

Notes

1. Select the contact to open the Contact Details panel
2. Select the Notes tab to enter notes. (Only viewable by receptionist)

Park Calls

1. While on a call, select the Park Call icon
2. Select to Park the call Publicly, or by Branch if set up
3. Alert the third party of the extension

Transfer Calls -Blind

1. Select the Call Transfer icon
2. Enter the recipient’s number and select the Transfer  arrow

Transfer Calls -Warm

1. While on a call, place a new call to the intended recipient
2. Once connected, select Warm Transfer  to connect the calls

Receive Calls

1. When a call comes in, the details appear within the call panel
2. Select Answer Call to connect the call or click Auto to direct the caller to the Auto Attendant

For more support, visit the 8×8 University Free Online Training website:
https://www.8×8.com/university/free-online- training

References

• 8x8 University Course Catalog | 8x8

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