Suprata Support - Phone Integration

Introduction to Phone Integration

The Phone Integration section in Suprata provides powerful tools to streamline communication by integrating phone and SMS features directly into the platform. Users can make and receive calls, send and receive SMS messages, and maintain detailed call logs, all within the Suprata environment. This integration supports enhanced communication efficiency for businesses by enabling seamless connections with customers while maintaining a professional image through business phone numbers. With AI-driven features like call transcription, users can quickly reference past interactions and document communication effectively. The section covers everything from setting up PhoneLink for your organization to managing calls and messages. It provides guides for accessing call logs, responding to incoming...

Setting up Phone Integration

Please see the following link for full instructions Link (Coming Soon)

Viewing Call Logs

The Call Logs feature allows users to track and manage all telecommunication activity, including incoming and outgoing calls. It provides details such as call dates, phone numbers, durations, statuses, and links to recordings and AI transcription. With filtering, search, and export options, the Call Logs page ensures efficient call management and documentation. Prerequisites: Authorised Users. Instructions From the main Dashboard, click the Reporting tab.

Incoming Calls and SMS

Incoming Calls and SMS functionality allows seamless communication with customers directly within the Suprata platform. With real-time notifications, users are alerted to incoming calls and SMS messages, ensuring timely responses. The system supports call recording and AI-driven transcriptions, while SMS messages can be viewed and managed via the Chat feature in the Booking tab, providing a centralized communication hub for your business. Prerequisites: Authorised Users. Instructions When a call or SMS is received, the headset icon in the notification bar will blink to notify you.

Making a Call

The Number Dialer in Suprata allows users to make outgoing calls directly through the platform, ensuring seamless communication and maintaining professionalism. The dialer supports both standard phone numbers and SIP endpoints, providing flexibility for users whether they are in the office or on the go. The Connect To field lets you specify where the system should first connect the call, such as your personal cell phone, office phone, or a SIP address using the format sip:[extension]@[domain] (e.g., sip:1011@pbx.myorg.com). This feature enables users to mask their personal numbers with the business's phone number, ensuring a consistent professional image. The Number Dialer is particularly valuable for field staff, as it allows them to use personal devices for business calls without expos...

Sending an SMS

Sending SMS messages through Suprata is a simple and effective way to communicate with customers directly. The system automatically identifies SMS-compatible numbers, allowing you to quickly open the SMS interface and send messages from within the platform. This feature ensures seamless and professional communication, keeping all message threads organized under the relevant account and accessible via the Chat tab on the Booking page. Prerequisites: Authorised Users. Instructions Find the page for the Account hold

Accessing Recordings and AI Transcripts

Accessing Recordings and AI Transcripts allows authorized users to review call recordings and AI-generated transcripts for both incoming and outgoing calls. This functionality ensures accountability, enhances customer interaction insights, and supports compliance requirements. By accessing the detailed call records, users can replay recordings, verify call content, and reference transcriptions for quick communication reviews or documentation needs. The system provides an intuitive interface, ensuring effortless navigation and accessibility to essential call data. Prerequisites: Authorised Users. Instructions From the main Dashboard, click t

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