✨ 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
✅ Receiving Forwarded Calls on Your Mobile/Other Device
Ensure your call forwarding number is set up in your Webware Phone settings.
Inbound calls will automatically forward to your designated forwarding number.
Answer the call on your smartphone like any regular call, allowing you to use features like call waiting, conference, mute, and more.
After the call ends, Webware Phone will automatically:
Log the call under the Contact Card (if the contact exists in CRM).
Generate an AI call summary.
Save a call recording for future reference.
✅ Pro Tip:
Always encourage your team to answer and make calls using the Webware Phone number 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.