Create a Softphone

To allow members of your team to answer and make calls using the Weave desktop app, you must create a Softphone device in the Weave Portal for each user.

Create Softphone

1. Open the Weave Portal
2. Click Phone from the left navigation menu
3. Select Devices from the dropdown
4. Click Add Softphone in the top right corner
5. Choose the user from the dropdown you would like to create a Softphone for
6. Type the requested extension number in the box
7. Click Create

   Note: A prohibited extension number or an extension already in use will fail.

8. Type a name for the device (shows within call configurations in the Weave Portal) and an Internal ID Name (Appears on the office devices you call)
9. Select Save
10. Choose a default E911 address from the dropdown menu
11. Assign the device to ring within your desired Call Group(s) by checking the box(es)
    • Click the dropdown to see what devices are assigned to each call group to ensure this device is ringing in the correct group
12. Select Save
13. Assign the device to ring within your desired Call Queue(s) by checking the box(es)
14. Select Save

A success message will let you know the process is complete. Click outside the pop-up or the X in the top right corner to return to the devices page. The user should be able to access Softphone within the desktop app immediately. If you use a Mac computer, you will need to uninstall and reinstall the Weave desktop app to access the Softphone permission settings.

A checkmark will appear next to users that have access to a Softphone within the Users section of the Weave Portal.

Turn Off Softphone

1. Open the Desktop App
2. Click on the Collapse icon 
3. Select  Turn off Softphone
4. Check the confirmation box to turn the softphone off for the first time 

Your desk phone should resync on its own, but if you have any issues, you may need to manually resync to your desk phone by turning it off.

Learn how to use Softphone in the desktop app