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Prepare to receive calls

  1. Open Calling.
  2. If prompted, authorize microphone and audio access in your browser.
  3. Confirm that the microphone, speaker, and connection indicators are normal.
  4. Change your status from Away to Available when you are ready.
Calls are not automatically assigned while your status is Away.
Calling workspace showing Away status and Normal device indicators with no assigned calls.

Check the device indicators and change Away to Available when you are ready to receive calls.

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Answer and end a call

When an incoming call is assigned, an incoming-call prompt appears. Click the green answer button to accept the call. When the conversation is complete, click the red end-call button. YCloud product screenshot

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Complete call follow-up

YCloud product screenshot After or during a call, you can:
  1. Add call tags: classify the call so it is easier to find and report on later.
  2. Add or edit the call summary: record the resolution, remaining issues, and any important follow-up.
  3. Update contact information: edit the customer’s details in the contact panel.
  4. Continue in Inbox: switch to the Chat tab to send text, images, or other supported messages to the customer.