Softphone - 365 Booking & Dispatch

Softphone - 365 Booking & Dispatch

The Softphone feature allows you to use a fully integrated phone built into 365 B&D that doesn’t require any external installation. 

Note: The softphone is only available for Phantom Cloud, and while the softphone panel is open only the softphone shortcuts will be useable.

To use this feature after loading into the Dispatch screen:

  1. Select ‘Integrated‘ as the CLI Settings and enter your Extension number.
  2. Then click Confirm.

Once done you should now see the (Online) button next to the Vehicle Summary, indicating your current status.

To open the softphone panel:

  1. Press F12 or click on the (Online) button.

To view the call history:

  1. Press the H key or click on the (Clock) button.

To view the agents or calls waiting:

  1. Press the W key or click on the (i) button.

To access the softphone settings:

  1. Click on the (cog) button.

Note: You can also enter a phone number and press C to call it, doing so will update your status accordingly.

​Shortcuts

Shortcut Keys (STAR codes can also be used):

  • F12 (Open/ Close Keypad): Open or close the softphone keypad. 
  • Esc (Close Keypad): Close the softphone keypad. 
  • C (Call Number): Call the number you’ve entered.
  • A (Answer): Answer an incoming call.
  • M (Mute): Mute an active call.
  • P (Park): Park an active call and retrieve it by dialling the call park number from the Wallboard (e.g. 701, 702).
  • W (Toggle Information): Show the agents logged in and the call waiting.
  • H (Toggle History/ Hold): Toggle the call history or put a call on hold.
  • T (Transfer): Transfer a call.
  • B (Blind Transfer): Transfer a call to anyone available.
  • A (Attended Transfer): Put a call on hold and initiate another call to confirm whether the other operator wants to take the call or not
  • V (Voicemail): Send a call to voicemail.
  • Ctrl+A (Answer/ End): Answer or End a call when the keypad is not visible.
  • Backspace/Delete (Delete): Delete an entered number.

Note: You should ensure you have your browser page unmuted and allow access to the microphone if requested.

    • Related Articles

    • Using the Dispatch Screen - 365 Booking & Dispatch

      The Dispatch screen shows you an overview of your 365 Booking & Dispatch system, including the active drivers, dispatched bookings, messages, shortcuts, and settings. To access this screen: Click on the Booking & Dispatch button after logging into ...

    • Locate Booking - 365 Booking & Dispatch

      The Locate Booking screen allows you to locate an active booking, view its details, and request a vehicle for the booking. To access this screen: Press the Shift + L keys or click on the shortcut button from the Dispatch screen. Request a vehicle To ...

    • Searching - 365 Booking & Dispatch

      The Search feature allows you to search for specific bookings, customer dockets, and zone statistics. To access this feature: Press the S key or click on the shortcut button from the Dispatch screen. Global The Global Search option allows you to ...

    • Warnings - 365 Booking & Dispatch

      The Warnings screen allows you to view warning alerts for bookings that are or might be running late. To access this screen: Press the W key or click on the shortcut button from the Dispatch screen. New Warnings If a warning is given to a driver, you ...

    • Advanced Bookings - 365 Booking & Dispatch

      The Advanced Bookings screen shows you all the bookings that are scheduled for a later date or time. To access this screen: Press the B key or click on the 'B Advanced' shortcut button from the Dispatch screen. Search To search for advanced bookings: ...