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This article will walk you through some of the features and functionality when using RingCentral to make a phone call.
For a tutorial on how to use this feature, check out the following video:
Since the time of recording, a few slight changes have been made to this application that will differ from what you see in the video below. These are minor differences and do not affect the functionality shown in the video. The Knowledge Base article below, is updated with the most recent layout.
The differences are:
- There are a few more options on the dial pad when making a call.
- The merge button is in a different location. It is in the upper right corner of the call.
- Some layout changes including where to filter calls and where to find recordings.
1. Log into the RingCentral using the desktop application or your Chrome browser at https://app.ringcentral.com
2. To make a phone call click the dial pad in the upper right corner.
3. You can dial both internal or external numbers into the dial pad. If you are dialing internally, you can type the name of the person you wish to call or their extension. If you are dialing externally, type the full number into the dial pad as if you were dialing on a regular phone.
4. While on your call there are a few things you can do:
Mute: This button will mute you so the caller cannot hear you
Keypad: This will bring back up your dial pad.
Audio: This allows you to make your call louder or lower. It also allows you to choose a separate device to use as your speaker and microphone if you are using anything different than your default computer microphone and speaker.
Add: This will allow you to make your call a conference call. You can add both internal and external contacts on to your call.
To add your contacts, type in their name or number into the dial pad and press Merge at the top. This will bring them on to the call.
Hold: Places the caller on hold.
Transfer: Transfers your call to a different person. Please note: Transfer will only work for internal calls. You cannot transfer a number to an external number. Put the number you wish to transfer to in the dial pad.
Ask first: This will put your caller on hold and will call the person you are looking to transfer to FIRST before the transfer is complete. This gives you the opportunity to let that person know who you are transferring to them. This is the preferred option.
Transfer: This is a basic transfer with no introduction so it will just send the caller to the number you are transferring them to without letting the person know who you are sending to them.
To Voicemail: This will just transfer the caller to the voicemail of the person you are transferring to.
Record: This will allow you to record your call if you wish to listen to for later use. The caller will hear a message letting them know that the call is being recorded. If they do not wish to be recorded, they can disconnect the call.
Park and Flip are other features you can use when making a call, but they will not be covered in this article.
To end the call, click the red button.
Viewing your calls
Click the Phone icon on the left hand side. Here you can see all of your calls collectively, your missed calls, and your call recordings.
Calls are listed under the Phone section. To see more information about a call, you can click the call from the list and choose whether you would like to return the call or leave it to handle later. You may have different options depending on whether the caller is internal or external. You can hover over the icons to see what each does and decide what action to take.
You can filter your calls based on what you are looking for from the Incoming drop down menu.
You can check your Voicemail from the Voicemail tab at the top of the Phone list.
You can listen to all of your call recordings in the Call Recordings section which is located under the small arrow at the top of the call list.
Please note that all recordings will be deleted after 90 days. If you wish to keep your recording, click the download button to the right of the recording you wish to keep in order to keep it on your computer.
