Initiating Outbound Calls Using Click To Dial

You can use this functionality to dial an outbound call with a mouse click rather than manually dialing the number. You can initiate calls to phone numbers that are stored in the Salesforce records. 

To initiate calls:

1. Using your web browser, go to your LiveVox agent login page. For example, https://acd.na4.livevox.com/company/AgentLogin.
2. Enter your username and password, and then click NEXT.
   The Select Service drop-down appears.
3. Select your service and ensure that the Call using computer checkbox is selected.

4. Click SIGN IN.

   

   You can minimize your browser window, but do not close it. Instead of using a web browser, you can also use Agent Desktop Native or dial the Agent Call-In number from a soft or a hard phone. For Agent Call-In, see the Call-In Instructions section in Accessing the Agent Desktop.

5. Log in to Salesforce.
6. In the Salesforce records, click a phone number to initiate the call.
   

The LiveVox Contact Center for Salesforce application expands and initiates a call to the phone number.