Getting Started with Multi-Line Dialer™
Everything you need to know to get started and get to work with Convolo Dialer
1. Install Convolo Dialer App on Laptop/PC
To start using the Convolo Dialer, every user should download Convolo Dialer on their Laptop/PC according to the instruction → Installing Dialer on Mac & Windows ↗
2. Install Convolo Dialer Extension
Convolo Dialer Extension [click to view in Chrome Webstore ↗] will allow you to dial every phone number on web with just one click! After the installation of the following extension, click on the extension and tick the checkboxes according to the screenshot below.
3. Set Convolo as Default Calling App
Calls can be initiated instantly from the Convolo Dialer when you click on the phone number or the phone icon of a contact in Sheets, CRM or any other software. In order to enable that make sure to set Convolo Dialer as default calling app on your computer.
3.1. On Mac OS 🍎
To change the default calling app on Mac:
- Open FaceTime on Mac.
- Select "FaceTime" from the computer’s top menu bar > "Preferences" > "Settings".
- Change the "Default for calls" to "Convolo Dialer".
3.2. On Windows 🖥
To change the default calling app on Windows:
- Search for "Default apps".
- Click on "Choose default apps by protocol" at the bottom.
- Finally, scroll to "TEL", click on it, and select "Convolo Dialer".
4. Run few tests
It is important to us that every Convolo.ai user has a seamless experience while using our calling solution. To ensure the optimal level of service that we expect to provide, we’ve established a few test scenarios to be completed before active use of Convolo Dialer application.
4.1 Do an echo test
Click on this link → https://convolo.ai/echo-test
Purpose: ensure that your microphone and speaker are enabled and stable.
4.2 Dial your cell phone number & vice versa
Dial your cell phone number and then Dial back from your cell phone to the dialer number.
Purpose: ensure that Dialer dials out and also receives incoming calls.
4.3 Use click-to-call
If you have your Dialer Extension installed, enter your Chrome-based browser and click any number on this page → https://testpage.convolo.ai/callTo.html
Purpose: ensure that Dialer dials out when clicking on a phone number.
4.4 Dial from the context menu
If you have your Dialer Extension installed, Enter your Chrome-based browser → Select any phone number → Right click → Select “Call with Dialer”.
Purpose: ensure that Dialer dials out when selecting and clicking a number.
Now you’re all set ! 🎉
If you are having trouble with Convolo Dialer or you have any questions, feel free to drop us an email at email@example.com
Last updated on August 17, 2023