To use ContactPad you must log in as an agent. To login, type your Account, ID, and PIN into the ContactPad login screen, and click Login.
You are logged in to ContactPad and are ready to receive inbound calls.
ContactPad has four panels that show information relevant to you and your calls:
Panel | Icon | |
---|---|---|
Home | The home tab contains:
| |
Information | The information panel contains:
If you are using ContactPad with ContactWorld for Salesforce, you have an additional feature in the information panel. For more information, see Using ContactPad in Salesforce. | |
Message | The message panel is where any messages for you are displayed. These messages are typically about call failures—either when we cannot contact your phone, or we cannot connect to the number you are trying to call. New messages appear at the top of the list. To remove individual messages when you have read them, click the X button next to each message. To remove all the messages click Delete All Messages. The number of messages appears in the panel's tab for quick reference. | |
Queue | The queue information panel displays the number of calls waiting in the queues you are serving, based on your groups. The number also appears in the panel's tab for quick reference. |
You can now perform one of three standard actions:
Change State
- put yourself in an appropriate offline state, to continue working without receiving further inbound calls from queues or colleagues. For information on changing your state, see Changing states.
Make Call
- put yourself in an offline state to make an outbound call. for information about making outbound calls, see Making an outbound call.
Log out
terminate your current session and logout of the ContactPad.
You must log out of ContactPad when you go home or finish your call center shift. Simply closing the web browser, or logging out of Salesforce, does not log you out of the call center, and calls continue to route to your telephone even if you're away from your desk.