Find the Daktela extension in to the Chrome Web Store. Click Add to Chrome.
Confirm by clicking Add extension.
Open your extensions by clicking the puzzle icon. To access the Daktela extension more easily, pin the extension next to your address bar. Open the Daktela extension by clicking it.
Click Set the path to the contact center.
Enter your contact center URL. This is the same address as where you usually log in, e.g. https://yourcompany.daktela.com. Click Save.
Firefox
Firefox
Find the Daktela add-on in Firefox Add-ons. Click Add to Firefox.
Confirm by clicking Add.
Open the Daktela add-on by clicking its icon next to the address bar, then click Set the path to the contact center.
Enter your contact center URL. This is the same address as where you usually log in, e.g. https://www.yourcompany.daktela.com. Click Save.
Log in
Log in
When you open the Daktela Browser Extension from next to the address bar, log in just like you would in your browser.
Enter your user name.
Enter your password
Click Log in or press Enter to log in.
Go Ready
Go Ready
Once you have logged in, click the Go ready button to start processing activities. If you don't have a specific device assigned, select your device from the drop down list.
Log in and Out of Queues
Click the queue tab to open queues.
The tab will open.
In the Queues tab, select which queues you want to log in to.
Filter queues by type.
Tap the Queue Type to Filter your queues by type.
Log in and Out of Devices
In the Devices tab, select your devices or set up call forwarding.
Select a device from the dropdown list.
Log out of device. You cannot log out of devices with a lock.
If you want to forward your calls, enter the forwarding number.
Activate call forwarding. The Save button will turn into a Delete button. Click it to deactivate call forwarding.
Log in to the selected device.
Make a Call
Make a Call
Start typing phone number to make a new call or start a call from Last activities by clicking the Phone button of the corresponding line.
Type number or contact and click the green button to initiate a call.
The call will initiate in a new browser tab with the call activity will open. You can manage the call there.
Receive a Call
Receive a Call
Your incoming call notifications will appear in a black rectangle in the top right corner. You may also hear a notification sound.
Click the Accept button and The call will open in a new browser tab with the call activity will open. You can manage the call there.
Send an SMS
Send an SMS
Click the SMS tab to send a new SMS message.
Set up your message:
Enter a phone number or a contact or account name. Click a suggested contact to enter their number into the Number field.
Select a status.
Enter the text of your message.
Open message in chat.
Send your message..
Start and End a Pause
Start and End a Pause
Click the Pause button to open your available pauses:
Select a pause:
The Pause button will turn red and display the time you have been on the pause.
Click the Pause button again and select End the pause to end your pause.
Switch to Unready, Log Out
Switch to Unready, Log Out, Exit
Click the Pause button and select:
Switch to unready to stop processing activities.
Click the Profile icon and select:
Log out to log out of Daktela.
Warning!
If you exit the app without first switching to unready or logging out, you will remain in the state you were in before exiting the app.
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