⚠️ Aircall Workspace is currently in beta. Please note that some images and information in this article may differ from what is seen in Aircall Workspace as we continue to improve it.
Our goal is to obtain your early feedback as we continue to evolve Aircall Workspace.
What to know before you start
You are about to enter a production environment (not a sandbox). You will see the historical data of your account, and all your subsequent actions are real (not a test).
- For the best experience with the web app, please use the Chrome browser, as full support on other browsers is not guaranteed.
- To avoid device conflicts, please log out of the Aircall Phone app before using the web or desktop application.
- Please remember to authorize and enable your microphone before starting or accepting a call.
Entering Aircall Workspace for the first time
- You can login to the web or desktop app with your usual Aircall login method:
- Web app - https://workspace.aircall.io/
- Desktop App
Your First Time in Aircall Workspace
Below we include recommended actions to take so that you can experience the new experience. Carrying out these steps will allow you to provide us with the best feedback.
- Go through the onboarding steps to get an initial overview of Aircall Workspace
- Update your settings and status to be ready to interact with customers
- Explore your inbox:
- Scroll the list and discover different inbox items
- Discover shortcuts available in the inbox
- Zoom on conversation details
- Make an outbound call:
- Prepare ahead: explore your contact context and conversation thread details to get insights for your call
- Start a call
- Explore options and information available during the call
- Optional - if you have the AI add on activated: make sure that your call lasts more that 2 minutes, and that you are speaking on the call, so that a transcription is made
- Keep the conversation open after the call (if your task is not yet completed)
- Optional - if you have the AI add on activated: after some time (2 minutes approximately) check if call insights were generated
- Answer an inbound call:
- Explore conversation context during the call
- Send SMS/MMS during the call (if your company has messaging enabled)
- Complete after call work such as adding notes and tags
- Mark your conversation as done (if your task is completed)
- Start a conversation with a text message (if your company has messaging enabled):
- Send an SMS
- Try adding an image to test MMS
- Receive customer reply
- Mark your conversation as done (if your task is completed)
- Explore other menus
- Inbox, Contacts, Start Conversation, Status, Settings, Help and Feedback
- Review your activity metrics for the day, then set yourself to unavailable and take a break when you are no longer working.
- Resize the app per your preference and explore the different options again:
- Full screen view
- Half screen view
- Small view
Provide Your Feedback
We value your opinion and want to incorporate your feedback!
Please complete the in-product survey following this menu: Help & Feedback > Share feedback
Based on your feedback, you may be contacted by the Aircall Product team for a quick chat to discuss more deeply.
We thank you for your participation! We are just getting started!