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Getting started

Now that you know what the Gplus Adapter is, you’re probably wondering how to use it. Let’s get started.

How do I log in?

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Open a browser (if your system uses a web-based phone, use Chrome) and enter the link for the CRM or ticket application that your supervisor gave you. The Adapter is either in the left pane or you can launch it by clicking Phone in the bottom right corner of the screen—it's one or the other, depending on how your administrators have configured the CRM.

Depending on how your administrator has configured the adapter, you might also see a secondary login page where you're prompted to enter the name of a place, a phone number, or enter a queue.

See Logging in for more details.

How Do I Start Taking Calls?

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Typically, your status will be Not Ready after you log in. Keep in mind that your administrator might have configured your status to be set to Ready after login, so it is a good idea to check your status.

You can see your status in the Gplus Adapter for Salesforce on the agent status bar at the top of the adapter. You can also hover over the status with your mouse to see more details about login time, phone number, overall state, and media channel state.

You can update your status on all channels that you are logged into or update your status on a single channel:

  • To update your overall status, click the agent status bar, and select a new status.
  • To update your status for a particular media channel, click the main menu, select Channels to see the list of channels, click the white agent status box, and then select a new status from the list.

For more information about changing your status, including a video that demonstrates how to do it, see Changing your status.

How do I handle customer interactions?

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When a call, chat, or email is directed to you, you'll receive a "toast" pop-up in the bottom right-hand corner of your screen. You might also hear a sound.

To answer it, click Accept. (If you do not accept, it will go to the next available agent and your status will change to Not Ready.)

  • Go here to learn about handling calls.
  • Go here to learn about handling chats.

To get you started, here are some common call handling features:

GPlusHold7.png places the caller on hold.

GPlusRetrieve7.png restores the call.

GPlusInstantTransfer7.png instantly transfers the call to a contact that you select.

GPlusHangup7.png ends the call.

CallToNumber.png calls back the participant that is disconnected from the active call. You can call back a disconnected participant by using the Participants drop down.

Your organization might require you to note a reason for the call (or a disposition). If so, after the call is complete, click Disposition and select one of the items from the list. Then you can click Mark Done to complete the interaction.

Depending on how your organization is set up, you might now enter an After Call Work state. This is a period of time during which you would remain in a Not Ready state to allow time for completing other tasks related to the call. When this period ends, you automatically return to a ready state and can again receive calls.

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This page was last modified on 13 November 2017, at 08:27.