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Ring Central Hud Overview
1) Active/Inactive queue status – ***VERY IMPORTANT*** This shows if your active or inactive in the call queues. 2). This is the Messages tab. This will show you missed calls/messages or unread messages 3.) This is your favorites Tab. You can add contacts here for quick access 4.) This is a Join Now feature not currently active in the Telco system 5.) This is your call log. This will show you missed calls and taken calls. This also shows caller ID! 6.) This is the contacts tab. This is the company database for all users currently on Ring Central. 7.) This feature is called HUD. This feature is for creating a contact database to see when they go online/offline 8.) This is your call screen like shown to the left. Your yard number is located beside: Caller ID 9.) This is the chat feature. This allows you to text any cell number or message any user in the company 10.) This is video chatting. The can be used by Management for meetings where Zoom is unavailable. 11.) This is the conference feature. This allows you to create or join a conference call on Ring Central 12.) This is for E-Fax. This feature is currently not available but stay tuned as this will be implemented soon! 13.) This takes you to your Ringcentral login web page. 14.) This is the settings Tab. ***VERY IMPORTANT*** This will need to be setup in order to begin using RC
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Settings Menu pt 1 --The Settings will need to completely setup before taking calls as this will ensure a fluid work environment. Make sure The Microphone, Speaker, and Ringer all are on the Plantronics device that is installed. Please launch the Plantronics Hub app on your desktop. This will prompt you to tick the Plantronics Headset slider to on
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Settings Menu Pt 2 -- Outgoing call by default is set as “F6” this will conflict with CAS. We will need to set this as “F1” for fast dialing. To use fast dialing all you need to do is highlight the number that needs to be called and press “F1” after the hotkey is set. --Please set “Outgoing fax” to Shift+F8 as the default is “F8” and this will conflict with CAS as well
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Settings Menu Pt. 3 -- Make sure “Automatically launch on startup” is ticked on as this will ensure the app is always up even if the power goes down at the location. --Lastly, make sure “Keep app in foreground” is ticked on as even if the end user exits out it is still running in the background and can quickly be found in the icons on the taskbar at the bottom of the screen
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Jumping in and out of the queue
--This is very important. When the user is away from their desk they will need to set themselves to “Busy” and click the “Accept call queue calls” tab to off. This will officially take you out of the queue. --When you are back to your station you need to set yourself to “Available and click the “Accept call queue calls” tab to on to accept queue calls.
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Transferring Calls If you have a call that needs to be transferred. Please put them on hold and click the transfer button shown here Once you are at the transfer screen you will need to search who you want to send the call to. Please just type the name and it should show a list of users to select from. After that you have 2 options of transfer. Warm Transfer – Allows you to speak with the person you’re a transferring to before you transfer the customer. Blind Transfer – Simply transfers the call to the user
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