How to Setup Phone Pro in Repair Desk?

Learn about Phone Pro

If you’re looking for a unified communication system within the software then RD phone pro is a perfect choice.

How to set this up?

1. Setting up the RD phone pro at the Repair desk is a piece of cake!

2. First, you need to Log in to RepairDesk.

3. Click on Integrations from the left panel and select RD phone pro from the list.

You will be directed to the following page

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4. Pay $75

5. Once you’ll manage to purchase the plan then you will land on the following configuration page of Integrated Phone System - Powered by 3CX

Configuration

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6. You can use your current number for this integration if you are already using RD SMS.

7. You can also attach recordings of greetings for a call.

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8. Now, You can add the specific You can also set up the different extensions, click on the Add Extension button on 3CX Portal

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09. Once the extensions are created from the 3CX Portal then their status will be shown as active and the extension will be assigned to that specific representative/user

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Setup IVR

Interactive voice response or IVR is an automated business phone system feature that interacts with callers and gathers information by giving them choices via a menu. It then performs actions based on the answers of the caller through the telephone keypad or their voice response.

10. Once Extensions are set up on 3CX Portal the user can set up IVR (Interactive voice response). Users can set that by clicking a certain number you can route to a specific extension.

11. There will be some predefined actions available in IVR and You can also add your own actions by clicking on the add new condition button

12. After adding the new conditions you just need to hit the Save button.

You have set up the configurations successfully. You’re good to go now

If you don't want to use the new number and keep using their existing number then the Port In option is for you. you can simply fill out the form and your Port in request will be submitted. It will take around 10 to 15 working days to complete the request.

13. To fill out the Port in form you need to hit the port in tab to see the information regarding the Port In

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14. After clicking on the Port in the tab you will see the following information under the port in tab.

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15. You need to fill out all the information displayed under the tab.

16. Once you will fill out all the information present in the port in tab then you will be able to submit it

17. After submitting the valid information you will see the confirmation message that you have successfully ported your number. You’re good to go now.

Call log

18. If you want to see the call history of the customer then you just need to switch to the call log tab

19. After clicking on the Call log tab, you will see the following information under the Call log tab

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Canned Responses

Users can now set up automatic SMS notifications at the conclusion of each call, ensuring timely and personalized follow-ups. Additionally, users can utilize canned responses for missed calls, providing a quick and efficient way to respond to customers who were unable to connect.

Write SMS Content in the section for every call you missed or every call you receive.

The canned responses for missed calls, providing a quick and efficient way to respond to customers who were unable to connect.

You can mention store information & other ways to contact.

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FAQs

Q. Does it support multiple calls?

Ans: By default, the phonepro system does not support multiple calls. However, if you require this functionality, you can reach out

Q. Can I set up permissions for PhonePro?
Yes, you can. Go to 9 dots > Store Settings > Employees > Manage Roles Permissions > Select a role you want to set the permissions against > Integrations > PhonePro > Check/UnCheck the box.