Before configuring the software, each agent will need to get their SIP credentials.
Agents can access this information by clicking their names on the top right corner and selecting “Settings” from the dropdown menu:
In case they don't have these permissions, these will need to be provided by an account Admin by accessing the Agents tab and selecting each agent's name:
Once in the Agent's settings, click the 'Request SIP Credentials' button to receive an email with a link to the SIP credentials:
Install the free 3CXPhone - VoIP/SIP Softphon app.
When you open the app, it will ask you to setup a profile.
Click "Create Profile":
And then enter the information using your Agent's SIP Credentials obtained in the previous step where:
- Both fields User and ID should be the User ID from the SIP credentials (the part before the @ from the SIP Endpoint credentials
- The Password should be Password from the SIP credentials.
- Local PBX IP and External PBX IP should be phone.plivo.com (which is the part after the @ from the SIP Endpoint credentials)
The rest of the settings you should leave them as is. Just click "Done".
It should then register your SIP credentials and become "On Hook" meaning you're ready to make & receive phone calls.
Note: Some limitations apply when using SIP phones with Talkdesk.