Ensure every customer call is answered by connecting your Agent Call Bar to Storable CRM using the method your team has configured.
Quick Start
1. Open the Call Bar.
2. Choose how you want to receive calls: phone, computer, or SIP (as directed by your management team).
3. Follow the prompts to validate your device or number and complete the connection.
4. Set your status to Ready when you are available to receive calls.
5. Use a non-active status (such as Break) when you are not available.
For details on the Agent Status bar, click here.
The Agent Status Call Bar
After you sign in to Storable CRM, the Call Bar appears grey. This means you are offline and not yet connected as an Agent. Use the Call Bar to choose how you will receive calls.
Click Call Bar (A) to open your options.
Select Connect (B) to choose the connection method your organization uses.
Set Your Initial Connection Status
When you connect, your status is set to Ready by default unless you choose something else. If you are not immediately available for calls, pick a non-active status (such as Break) before you finish connecting so calls are not routed to you.
Open the Call Bar options and click Status (C).
Choose your initial connection status from the dropdown.
Your options may differ from this example since status options are customized by your management team.
Choose Your Connection Method
Your management team will tell you which connection method to use. Follow the section that matches your configuration.
Connect Via Phone
In the Call Bar, click Connect Via Phone (D) to accept calls on a traditional phone line.
In Phone Number (E), enter the phone number (digits only) for the line you will use to answer calls.
You may need to confirm this number with your management team if additional numbers were configured on your phone line during Contact Center setup.
Click Validate & Connect (F) to display a validation code and have the system call the phone number you entered. Answer the phone and, when prompted, enter the validation code shown next to Validate & Connect (F).
After the code is accepted and a green checkmark appears, click Connect (H) to finish connecting as an Agent.
Connect Via Computer
In the Call Bar, click Connect Via Computer (I) to accept calls through your computer. You must have a working headset to accept calls via computer.
Click Connect (J). After you select this option, Connect (J) becomes enabled and turns green. Click it again if needed to complete the connection as an Agent.
After you click Connect (J), choose your microphone permissions:
Allow while visiting this site – Your microphone remains connected for current and future sessions with callers.
Allow this time – Your microphone is connected only for the current session.
Never allow – You connect with a No Mic status.
Connect Via SIP
In the Call Bar, click Connect Via SIP (K) to accept calls if your SIP address is configured through Storable CRM.
Click Select (L) and choose an available SIP connection. Use the dropdown to see your options and select your extension. SIP connections can be added in the system configuration.
Once you select an extension, click Connect (M). This option becomes enabled and turns green. Click it to connect as an Agent.