⚠️ A progressive roll-out is underway. You’ll be informed when it’s time for your company to transition.
Aircall Workspace can be accessed either by access via the Chrome browser https://workspace.aircall.io/
Or by downloading for your desktop using the appropriate link for your system:
Download a desktop application
💡 Just like with other software, there are some minimum device requirements to pay attention to.
Getting Started
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Your account Admin will need to add you to the account by following the instructions summarized in this article
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Once your agent account has been created in the Aircall Dashboard, you will receive an email that invites you to Aircall by your Admin
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Accept your invitation request sent by email
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Follow the link to create your password
⚠️ Please note that the password minimum is 8 characters and requires:-
1 lowercase character [a-z]
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1 uppercase character [A-Z]
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1 digit [0-9]
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1 special character [*.! @#$%^&(){}[]:;<>,.?/~_+-=| ]
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Download the Aircall Workspace for desktop or access it via Chrome at https://workspace.aircall.io/
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Log in with your email and password
⚠️ If Google Sign-in or SAML Authentication is enabled for your company, you will be required to use Google or another tool to authenticate, and password credentials will not work anymore unless you are a privileged user.
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Select your language
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Ensure you have provided microphone access to Aircall
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If you are located in the United States or Canada, provide an emergency address
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Follow the tour and learn about the updates coming with Aircall Workspace
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⚠️ Please note that if your Account Admin has not assigned you a phone number, you will be unable to make and receive calls and you will encounter the error message "No lines available" when trying to start a conversation.
Once you have been assigned to a phone number, it will appear in your numbers list in the Aircall Phone:
🎉 Now you are ready to start making and receiving calls.
How to make a phone call using Aircall Workspace
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Open the Aircall Workspace
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Click on the Start a conversation
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If you are assigned to multiple numbers, select a line to call from, if different from the default number you have set
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You can use the text bar to search for a saved Contact or Aircall teammate, or can type in a number
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Alternatively, you can use the Keypad to type out a number
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Click Call now to start the call!
⚠️ If you type a number without adding its country calling code, it will automatically be associated with your default country calling code.
You will need to change the country code in the case the number you are calling has a different country code. There are two ways to perform this action:
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Click on the country flag located in the upper left-hand corner of the app and search for the country
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Use the keyboard to type out the country code
You can also set a new default country code from this view, if required:
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In-call features
There are several features you can utilize during the call:
Quality notifications
View your current connection status. An enhanced notification will appear in the upper corner if you are experiencing call quality inconsistencies. After the notification has appeared, clicking on the tooltip will present a small description of the experienced issue. From there, you can click back to the in-call screen as needed.
📚 Please visit this article to learn more about Call Quality Notifications.
Check your network and your headset settings
You can check the status of your network to see your connection type and call quality indicators. Your headset should also appear connected.
📚 Please visit this article to learn more about In-Call Network Management.
Call recording
You can start or activate the recording. The Call recording will start automatically if the call recording feature is activated for the number in the Aircall Dashboard.
⚠️ Before activation, please make sure that call recording is legal in your country/area of residence.
Conference Call
You can add a registered contact name, a new number, or a teammate to the call by clicking the + button.
📚 Please visit this article to learn more about how conference calls.
Transfer
Once you select to transfer your call, you can choose between a warm by selecting the option Talk first or a cold transfer by clicking on Transfer now.
⚠️ It is not possible to transfer an internal call within Aircall.
📚 Please visit this article to learn more about transferring calls.
Tags and Notes
You can quickly add tags and/or notes by selecting the Tags & notes button. Once selected, you can enter your note or search/select a tag(s) to add to the call.
📚 Please visit this article to learn more about creating and editing tags for agents to use on calls.
Voicemail drop
You can drop a voicemail, if your recipient is not responding during the outbound call. You can drop the default one or select one from the list.
📚 Please visit this article to learn more about using and managing voicemail drop messages.
Aircall number used
Hover over the call icon to quickly see which Aircall number is being used - the active number will be displayed.