2012-08-10 16.01.08

How To Use The Soft Phone On ShoreTel Communicator

Yes! You can use the ShoreTel system entirely on your PC! You can make and receive calls and talk to people directly with ShoreTel Communicator. This is a great way to let telecommuters work from home without sending a phone, power brick, router, and a bunch of other stuff with them. It’s also the way a lot of call centers are set up to cut costs (headsets are cheaper than $300+ ShoreTel phones).

You need a couple of things before this will work properly.

The first thing you need is SoftPhone Licenses. If you don’t have these, you can still activate it but your server will lock down after 45 days. You can get a quote for these from your partner.

The second thing you need is some sort of headset. You can use the microphone and speakers on your laptop/desktop but the headset makes it a lot less aggravating.

Setting Up A User to Use The Soft Phone

Step 1 - Go to the user’s account under Shoreware Director.

Step 2 - Enable the soft phone for this user.

Step 3 - Save the changes.

 

Use the Soft Phone

Now you’ll need to go to the user’s ShoreTel Communicator and set up the SoftPhone.

Step 1 - Select Softphone from the Extension Assignment Menu. Drop it down, it should show up as the second option. If it doesn’t appear, make sure Communicator is up to date. Sometimes it just needs restarted, especially if you are connected over a VPN connection.

Step 2 - Make sure your headset is plugged in. Communicator will typically default to whatever is the current sound output. You can change it in the Options menu under “Smart Phone”.

If everything is set up right, you should now be able to make calls from ShoreTel Communicator and the call will play over your headset. If you need to send digits to the call (like to select menu options) just right click on the call and select the “Send Digits” option.

 

 

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