✨ Introduction:
Webware Phone not only allows you to make outbound calls but also to receive inbound calls directly through your Webware Dashboard or via call forwarding to your personal device. All inbound calls are automatically logged under the relevant Contact Card and come with AI-powered summaries, transcripts, and call recordings.
🔔 What to Know Before You Start:
You’ll need Admin or TeamAdmin permissions to configure Webware Phone.
Ensure your Webware Phone number is activated (see the guide on setup if needed).
Inbound calls can be answered directly in the Webware Dashboard or forwarded to your mobile or landline, depending on your call forwarding settings.
🛠️ Step-by-Step: How to Receive Inbound Calls with Webware Phone
✅ Option 1: Receiving Calls Directly in Webware Dashboard
Make sure you are logged into your Webware Dashboard.
When a call comes in, a pop-up notification will appear on your screen.
Click Answer to pick up the call directly within the dashboard.
After the call, Webware Phone will automatically:
Log the call under the Contact Card (if the number is recognized).
Generate an AI-powered call summary and transcript.
Save the call recording for future reference.
✅ Option 2: Receiving Forwarded Calls on Your Mobile/Other Device
Ensure your call forwarding number is set up in your Webware Phone settings.
If you are not logged into Webware, inbound calls will automatically forward to your designated number.
Answer the call on your personal device.
After the call, you can manually add notes or follow-ups to the Contact Card if needed (AI summaries and recordings are only available when answering calls directly in the dashboard).
✅ Pro Tip:
Always encourage your team to answer calls directly in Webware whenever possible to take advantage of AI summaries, transcripts, and call recording features.
🎯 Next Steps:
After taking an inbound call, you can:
Review the call summary and transcript for important details.
Assign follow-up tasks if action is required.
Update contact information if necessary.