{"id":7265,"date":"2022-05-17T10:28:01","date_gmt":"2022-05-17T08:28:01","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/agent-panel\/"},"modified":"2025-09-01T17:37:16","modified_gmt":"2025-09-01T15:37:16","slug":"agent-panel","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/business-telephony\/agent-panel\/","title":{"rendered":"Using the workstation"},"content":{"rendered":"\n

To access the workstation, click on “Workstation” in the menu bar. <\/p>\n\n

Understanding the workstation<\/h2>\n\n

The workstation is the essential tool for managing your calls, especially when using verified multipurpose numbers<\/a> for your prospecting campaigns.<\/p>\n\n

If the prospect does not have a record in CRM, the workstation will be displayed as in the image below during calls: <\/p>\n\n

\"Understanding<\/a><\/figure>\n\n

If the contact exists in CRM, his or her file is moved up to My Computer (see next section). <\/p>\n\n

<\/p>\n\n

Using the workstation<\/h2>\n\n

The workstation comprises 4 sections: <\/p>\n\n

\"Workstation<\/a><\/figure>\n\n
    \n
  1. The call keypad <\/li>\n\n\n\n
  2. CRM actions <\/li>\n\n\n\n
  3. Prospect information <\/li>\n\n\n\n
  4. Prospect file <\/li>\n<\/ol>\n\n

    <\/p>\n\n

    In the next sections of this article, we’ll explain each of these features in detail. <\/p>\n\n

    <\/p>\n\n

    NoteBy clicking on the “Call history” button (see arrow) you can display a list of all calls made and received on this line. <\/p>\n\n

    <\/p>\n\n

    <\/p>\n\n

    The call keypad<\/h3>\n\n
    \"Station<\/a><\/figure>\n\n

    <\/p>\n\n

      \n
    1. Transfer<\/strong>: transfer the call to other lines in your domain. Go to this article<\/a> to learn how to set up transfers <\/li>\n\n\n\n
    2. Hold<\/strong>: put the call on hold<\/li>\n\n\n\n
    3. Recent calls <\/strong>: find the prospect’s call history <\/li>\n<\/ol>\n\n

      <\/p>\n\n

      CRM actions <\/h3>\n\n

      <\/p>\n\n

      \"CRM<\/a><\/figure>\n\n

      <\/p>\n\n

      (1) Events<\/strong><\/p>\n\n