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Using Softphone in the Desktop App
Quickly make and receive calls with your customers using the Weave Desktop App with Softphone.
This feature is currently in beta. Click here for early access to the softphone feature. After you submit the form, a member of the Weave team will contact you within 5 business days.
This feature is only available for U.S. customers.
Once Softphone has been added to your Weave bundle, an account admin must add the feature to individual users.
Getting Started
- Confirm the e911 address every time you open the desktop app in order to use the Softphone function.
- Within the dial pad, collapse or expand Softphone using the
Arrow in the top right corner. When minimizing during a call, you’ll still be able to see the call options.
- Click the
Settings icon in the bottom left corner to see your extension, adjust sound settings, turn on or off Do Not Disturb, and reload the softphone if you are having issues.
Note: The sound settings will match the settings on your computer, including if you are using a headset. Make sure you are using either a computer or a headset with a mic and speakers.
Answer an Incoming Call
To answer an incoming call, select the
Answer icon in Softphone or click Answer in the Call Pop notification.
Place a Call
- Select the
Dial Pad at the bottom of Softphone
- Click into the Dial box at the top to search for a contact, type or paste a number, select an office extension from the dropdown, or use the dial pad to enter a number
Note: You can still use the desktop app to begin a phone call through Phone, Patient/Customer, or Schedule
Actions within a Call
Click the
End Call icon to end the call from any action within the Call Menu.
Transfer calls- When you are on a call, select the
Transfer button in the top center
- Search the number or extension you would like to transfer the call to in the Dial box at the top of Softphone
- Choose a Warm or Blind transfer by clicking the corresponding button
- Warm: Talk to the person you are transferring the call to before sending the call. You will be connected with the person you wish to transfer the call to, and then click Transfer when ready to complete the transfer
- Blind: Send the call straight to the number
Hold a callWhen on a call, select
Hold at the bottom left of the call menu.
Only you can answer your held calls by clicking the
Hold icon again.
Merge calls- When you are on a call, select the
Add icon in the bottom center of the call menu
Note: You can only add calls through this icon. The Keypad action only is functional for interacting with an IVR during a call
- Search the number or extension you would like to add to the call to in the Dial box at the top of Softphone
- Choose to
Swap between the calls or
Merge the calls
- Select the
Information icon to see and end added calls, and click Cancel to return to the call menu
Note: As you add more numbers, call quality may be affected. We do not recommend adding more than three numbers to a single call.
Park a CallPark allows anyone on your phone network to pick up the call.
- When you are on a call, select the
Park icon (the top left option in the call menu)
- Click the Park button next to the hold spot you would like to use
Answer Parked Calls- Select the
Parked Calls Menu at the bottom of Softphone
- Click Answer next to the call you would like to continue
Note: Each office includes only 3 park spots. If your office needs more park slots, please contact support.
Mute/Unmute a CallSelect theMute button on the bottom right of the call menu to ensure your sound is turned off when needed during the call
Interact with an IVRClick theKeypad icon in the top right corner within the call to interact with an IVR. This keypad does not dial new numbers.
Frequently Asked Questions
When do I have to input my location?
Every time you log in to the desktop app, you'll have to choose your location. The last location used or the default location set when creating the Softphone will automatically be filled in for your convenience. Weave cannot track your location, so make sure to choose the correct address that you are currently using the Softphone.
Can I use Softphone through the mobile app?
Currently, you cannot use Softphone through mobile.
Softphone is showing me an error that says to enable or allow access to my microphone. What do I do?
Go into your computer settings within the privacy or security section and make sure Weave is allowed to access your microphone. You may need to toggle off and on to make sure the computer is allowing access.
Can I continue to use my desk phone once I have Softphone enabled?
You can continue to use both Softphone and your deskphone with their own extensions. Call notifications will default to Softphone once it is enabled for a user. Please contact support if you would like to remove Softphone and sync your deskphone with the software again.
Will the contact directory in my deskphone be available in Softphone?
Currently, any contacts that are only found in your deskphone within the contact directory will not automatically transfer to your Weave account. Those numbers will need to be added as contacts through Weave. Other extensions on the network and patient numbers are automatically available on Softphone.
Can I make calls to numbers that are not contacts in Weave?
You can dial any number from Softphone. You can also copy and paste numbers if preferred.
What’s the difference between the General and Personal voicemail boxes?
The general voicemail box includes all voicemails that have been left through the main office number. Your personal includes all voicemails left using the extension of your Softphone. You cannot change your personal voicemail box through Softphone. Any messages left on your desk phone extension will not appear in your personal voicemail box once Softphone has been added to your user.
People say there’s too much background noise and they can’t hear me when I’m on the phone with them — how do I fix this?
To experience the best audio quality, you should use a noise-canceling mic or headset with the softphone.
Can I switch a call from my Softphone to my deskphone?
There is no way to automatically switch between phones, but you can transfer the call using the deskphone extension and pick it up on the other device.
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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.
This feature is currently in beta. Click here for early access to the softphone feature. After you submit the form, a member of the Weave team will contact you within 5 business days.
You must have the user role of Admin to access this feature. See your role.
- Open the Weave Portal
- Click
Phone from the left navigation menu
- Select Devices from the dropdown
- Click Add Softphone in the top right corner
- Choose the user from the
dropdown you would like to create a Softphone for
- Type the requested extension number in the box
- Click Create
Note: A prohibited extension number or an extension already in use will fail.
- 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)
- Select Save
- Choose a default E911 address from the
dropdown menu
- 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
- Select Save
- Assign the device to ring within your desired Call Queue(s) by checking the box(es)
- 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.
A toggle will appear “on” next to the users that have access to a Softphone within the Users section of the Weave Portal.
Note: Currently, if you would like to remove Softphone access for a user, you must contact support.
Learn how to use Softphone in the desktop app
Troubleshooting Tips
What if the Softphone is not appearing in the user’s desktop app?
You may need to manually update the desktop app. If you haven’t updated the desktop app in a while, you may need to delete and re-download the desktop app.
How can I enable Softphone for the same user across multiple locations within my Weave account?
You will need to create a softphone with a different extension for every location you are enabling a user to use Softphone unless your account has Unify enabled.
What if my Softphone is not receiving calls as expected?
Check your call configurations through mainline, departments, call queues, call groups, or phone trees within the Weave Portal to make sure the Softphone device is assigned correctly.
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Set Up Voicemail
Making sure your voicemail greeting provides the correct information and is setup properly can be essential as it is sometimes the first interaction your customers will have with your business.
About Voicemail
Your office has one general voicemail box in addition to each phone having its own personal voicemail box. These voicemail greetings are controlled by the Office Hours you set in Weave.
Weave recommends that you set up the following voicemail greetings:
Type of Greeting Description Open Hours
(General)This greeting typically plays during your designated open hours if no one answers the phone. This may be different depending on the customizations you set up for your phone system. Closed Hours
(General)This greeting typically plays during your designated closed hours. This may be different depending on the customizations you set up for your phone system. Personal Extension Greeting We recommend setting up a personal voicemail greeting for each phone extension in your office. This greeting will play when someone directly dials or is transferred to your direct extension and you do not answer the phone. If your office closes for lunch, a regular staff meeting, or any other break, we also recommend setting up the following greetings:
Type of Greeting Description Lunch Hours
(General)This greeting typically plays immediately during your designated lunch hours. This may be different depending on the customizations you set up for your phone system. Break Hours
(General)This greeting typically plays immediately during your designated break hours. This may be different depending on the customizations you set up for your phone system. Set Up Voicemail
To set up voicemail you'll need to follow these steps:
- Record or upload your voicemail greeting
- Assign recorded greeting to a voicemail box
- Make optional customizations
Troubleshooting TipsHaving issues getting your voicemail greeting to play? Try these steps:
- Make sure voicemail override and call forwarding are turned off.
- Listen to the greeting you have assigned and make sure it is the correct one. 0 - Unassigned will play a generic voicemail greeting.
- Make sure you’re clicking into the correct device when you make changes.
- Remember, this greeting is for voicemail, so if you hear your phone tree greeting playing back, you have the wrong greeting assigned. There should be no dial steps listed in the voicemail greeting.
- Double check that your office hours are set up correctly.
- To reassign for a holiday greeting, follow the steps for voicemail override. This will not automatically change back after the holidays, so you’ll have to remember to change it.
Do incoming voicemails have audio issues or static background noise?
- Check signaling
- Delete all voicemail instructions going to voicemail boxes and recreate them
- Check if this is happening with all voicemail messages. It may just be the caller.
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Holiday Checklist
Preparing to close the office for an upcoming holiday? Follow this checklist to prepare your office for being out.
Before You Leave
Consider the following items to prepare for your upcoming holiday:
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Send an email campaign to your customers to inform them of your holiday hours
- Prepare your voicemail through one of these options:
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- Set up Holiday Voicemail/Voicemail Override
- Update your Closed Hours Voicemail Greeting and set your Office Hours to closed for the day(s) you will be out
- Change your Phone Tree greeting and any associated forwarding options
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- Download the mobile app so you can check any text messages and voicemails while you are out of the office
When You Return
When you return, consider the following items for a smooth transition back to business:
- Turn off Holiday Voicemail/Voicemail Override
- Change your Closed Hours Voicemail Greeting back to normal
- Return your Office Hours back to normal
- Change any Phone Tree greeting back to normal
Weave's Support Hours
Please note Weave Support’s Hours of operation during the holidays will be:
Observed Holiday Dates Weave's Support Hours Memorial Day May 30th Closed Independence Day July 4th Closed Labor Day Sept 5th Closed Day before Thanksgiving Nov 23th 6am - 6pm MST Thanksgiving Day Nov 24th Closed Day after Thanksgiving Nov 25th Closed Day before Christmas Eve Dec 23rd 6am - 5pm MST Christmas Eve Dec 24th Closed Christmas Day (Observed) Dec 26th Closed New Year's Eve Dec 31st Closed New Year's Day (Observed) Jan 2nd Closed -
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Assign Your Greeting to a Voicemail Box
After you've recorded or uploaded your voicemail greeting, the next step is to assign the greeting to the correct voicemail box so customers get the right message at the right time.
Tip: If you would like to assign a voicemail greeting to a phone tree, click here. If you have mainline and departments, learn how to assign your voicemail greeting here.
Assign Your Greeting to a Voicemail Box
You must have the user role of Admin to access this feature. See your role.
- Log into your Weave Portal
- Select
Phone from the left side menu
- Select Voicemail Boxes
- If you have the Main Line or Departments options in the Phone section, you can also assign Voicemail greetings in your call routing there.
- Select the box you want to assign a greeting
- Click Add Greeting to your voicemail box
- Select the greeting you wish to use for that mailbox from the dropdown
- You can choose to have No Greeting, the Weave Default Greeting that is a recording provided by Weave, or your own recording from the Media Library
- Click Use Selected File
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Click the drop down arrow under Schedule Greeting and select a time
Note: Make sure that your general voicemail box is assigned both an Open and Closed greeting. If your office also closes for lunch or a break then you should also assign a voicemail recording to those as well. Your Office Hours settings in your Weave desktop app will control when these messages are played.
- If you need to assign another greeting, click Add Greeting and repeat steps 6-8
- Once you have added and assigned all of your desired voicemail greetings, click Save Changes
Optional Customizations
These customizations are not required, but available based on your preferences.
- You can give your mailbox a new name if desired
- You can set or change your PIN for your voicemail box if desired
- Toggle to play the voicemail message date on or off as desired
- Decide if you want to receive an email and/or sms notification when you receive a new voicemail message.
Tip: Email notifications are a great way to transfer a voicemail to someone else to manage. SMS notifications are great to use for a personal voicemail box if you want to listen to messages when you are away from the office. Go to Listening to Voicemail Messages to learn more.
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Record or Upload Phone Greetings
Even if you don't make it to the phone, you can still ensure your customers are getting the service they need by recording a friendly voicemail or phone tree greeting that offers helpful information.
Record or Upload Your Greeting
There are three ways to record or upload a greeting:
Follow these steps to record a greeting via your Weave phone:
- Dial *86 on your Weave Phone and record your greeting
- Go to your Weave Portal
- Click
Phone from the left side menu
- Select Media Library and locate the greeting that you just recorded
- Give your greeting a name so that you can identify it later
- Click Save
If you already have a greeting saved on your computer, you can upload it into your Media Library in the Weave Portal. Follow these steps to upload a greeting from your computer:
- Log in to your Weave Portal
- Click
Phone from the left side menu
- Select Media Library
- Click Add Media in the top right corner
- Select Browse Files
- Select the file from your computer
Note: The audio file must be an mp3 or .wav and smaller than 50MB
- Give the greeting a name so you can identify it later
- The name can be changed after it is uploaded by clicking on the media name box
- Click Upload File
If you need to delete a file, select the
Trash icon next to the media file.
Tip: Make sure you are using Google Chrome. If experiencing issues, try clearing your cache and cookies.
Follow these steps to record a greeting via your mobile app:
Tip: You can set up your voicemail before your Weave phones have been installed by using the Weave mobile app. Once installed, you can use the Weave phones to set up voicemail.
- Login to the Weave Mobile App
- Select the
Settings icon from the home screen
- Select the
Phone setting
- Choose Media Library
- Select
Record New
- Give your greeting a name so that you can identify it later
- When you're ready to start recording, tap on the red circle
and record your message
- When you're done, tap on the red square
to stop recording
- Press Save
Next, you'll want to Assign Your Greeting to a Voicemail Box or Phone Tree.
Download Your Greeting
If you want to have a backup on your computer of the greeting you've created, you can download the file.
- Log in to your Weave Portal
- Click
Phone from the left side menu
- Select Media Library
- Click the
Ellipses icon next to the recording you wish to download (If your screen is smaller, you may not be able to see the 3 dots. Hover your mouse at the end of the grey preview bar until you see the round button highlight and click.)
- Click Download
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Manage Call Routing (Main Line & Departments)
Set business hours and call routing for your team and add specialized teams, such as billing, with your Main Line and Departments so customers can quickly get answers by the people trained to solve their questions.
Make changes in response to whatever your team is facing - whether that's a change in communication strategy or inclement weather.
You must have the user role of Admin to access this feature. See your role.
This feature is currently available for limited accounts. Weave is actively working to allow access for all customers.
Note: Implementing new departments in your call configuration offers some more features in Messaging in the desktop app. Learn more.
Before you begin working, you'll want to make sure a few things are in place:
- Make sure your devices are correctly named
- Set up call groups
- Add any recordings you may need to the media library
- Create phone trees (Optional)
- Set up and edit call queues (Optional)
See more information on setting up call configurations:
Edit Your Main Line or a Separate Department
Once you have those things in place, you can start configuring your main line and any other departments in the admin portal.
- Select
Phone in the menu on the left side of your screen
- Click Main Line or Departments from the dropdown
- If you click Departments, choose which department you would like to edit or select Add Department
- If you added a new department, assign a name by selecting the Edit icon next to Department Title
Note: The Main Line department title cannot be edited.
Change Phone Number Settings
Note: Assigning a phone number is not required on a new department if you are planning to route to a phone tree. It is required on your main line.
- While editing your Main Line or a department, select the
Down Arrow next to Phone Number Settings
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Toggle on
if you would like to assign an extension number
- If you would like to contact the department internally, toggling extension number will allow you to dial the number assigned without the full phone number. This also allows you to test the call routing before assigning a phone number.
- Click Assign Number
- Select the phone number you would like from the Phone Number Dropdown
- Click Assign Number to verify
- Click Save
Change Voicemail Box Settings
- While editing your Main Line or a department, select the
Down Arrow next to Voicemail Box Settings
- Type a Voicemail Box Name in the box
Note: The extension to access the voicemail box from a deskphone for this department is next to the voicemail box name.
- Type the 4-digit Pin into the text box that would be used each time you check the voicemail box (Optional)
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Toggle on/off
if you would like the voicemail box to play the message date
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Toggle on/off
if you would like to enable email or text notifications
- If you toggle on, provide an email address or phone number in the labeled text boxes and select Save. You can add multiple addresses and phone numbers.
- Select Save Changes
Tip: Your Main Line and every department each has its own voicemail box, so each will need to be checked for caller messages.
Change Phone Hours
- While editing your Main Line or a department, select the
Down Arrow next to Phone Hours & Call Routing
- Choose the days and times this department will be open by clicking Edit Phone Hours on the right side of the screen or on the open hours that are currently set in the calendar
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Check the box next to open days
- Add the Start and End Times
- Select Save
- Add breaks for lunch, staff meetings, or after-hour answering services by clicking Add Break on the right side of the screen
Note: You can't have two breaks that overlap, even by a minute. If you have two breaks that line up, create one long break time. If they need different routing, change the start or end time by a minute so they no longer overlap.
- Type a Break Name into the text box
- Check the box next to days that need the break
- Add Start and End Times
- Select Save
Note: You can also delete breaks and hours by selecting delete in the editing pop-ups.
Turn On Override Settings
If you have a holiday coming up or need your call routing to change temporarily, you can turn on Voicemail Override or Call Forwarding.
Voicemail Override
- While editing your Main Line or a department, select the
Down Arrow next to Phone Hours & Call Routing
- Under Override Settings, toggle on Voicemail Override (VMO) If you would like to send calls to voicemails
- Choose the greeting from the dropdown that should play when customers call
- Select Save Changes at the bottom of the page
Call Forwarding
- While editing your Main Line or a department, select the
Down Arrow next to Phone Hours & Call Routing
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Under Override Settings, toggle on/off
Call Forwarding (FWD) if you would like to forward all calls to a different number
- Select the number from the dropdown
- Select Save Changes at the bottom of the page
You cannot adjust the Routing settings while Voicemail Override or Call Forwarding are toggled on.
Change Call Routing Settings
- While editing your Main Line or a department, select the
Down Arrow next to Phone Hours & Call Routing
- Under routing settings, select whether you are editing the Open, Closed, or one of the breaks you added to the schedule
- Select whether you would like incoming calls to go through a call group, phone tree, call queue, or another routing option from the tabs across the screen
- Select a Call Group from the dropdown menu
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Add up to three Fallback Options to choose what should happen if the call group does not pick up (Optional)
Note: Once the Voicemail option is chosen, there can be no more Fallback Options after it. If you add Voicemail in the middle of your Fallback Options, all options after will be deleted.
- Select Save Changes
- Select the dropdown and choose an existing Phone Tree
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Add up to three Fallback Options to choose what should happen if the phone tree does not pick up (Optional)
Note: Once the Voicemail option is chosen, there can be no more Fallback Options after it. If you add Voicemail in the middle of your Fallback Options, all options after will be deleted.
- Select Save Changes
- Select the dropdown and choose an existing Call Queue
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Add up to three Fallback Options to choose what should happen if the call queue does not pick up (Optional)
Note: Once the Voicemail option is chosen, there can be no more Fallback Options after it. If you add Voicemail in the middle of your Fallback Options, all options after will be deleted.
- Select Save Changes
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Select a Routing Option from the dropdown menu
- Voicemail Message: Choose a voicemail box and pre-recorded greeting
- Forwarding Number: Select a single number the calls will be routed to
- Device: Select a specific device for the call to be routed to
- Play Message: Select a pre-recorded media file
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Add Fallback Options as needed
Note: Once the Voicemail option is chosen, there can be no more Fallback Options after it. If you add Voicemail in the middle of your Fallback Options, all options after will be deleted.
- Select Save Changes
Delete a Department
- Select
Phone in the menu on the left side of your screen
- Click Departments from the dropdown
- Choose which department you would like to delete
- At the bottom of the page, select Delete Department
- Click Confirm in the pop-up
Once a department is deleted, call logs, any call recordings, and voicemails will no longer be accessible. You cannot delete the Main Line.
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Setup and Edit a Call Queue
The call queue feature is a great way to manage the incoming calls from patients, clients, or customers.
In order to add a Call Queue to your Weave experience, fill out this form. Once that is completed, a support agent will reach out to finalize your queue in 1-3 business days.
How Can Call Queues Help My Office?
If your employees find themselves experiencing an overwhelming rate of calls, voicemails, or parked calls, call queues can help you reduce the number of missed calls by answering them in an orderly manner.
Call queues also have features to ensure a better experience for your agents.
After Call Work Time allows 5 seconds after hanging up a call to regroup before the next one comes into their phone.
By Rejecting a Call, agents ensure their phone will not receive another call for the queue for 60 seconds. The call will reroute to another agent.
Agents can select Do Not Disturb to take a break and stop receiving calls. This is great for lunch breaks and in-office meetings.
How Can I Start Using Call Queues?
Fill out this form to start the process of getting your call queues set up. Once that is completed, a support agent will reach out to finalize your queue in 1-3 business days.
Before you fill out the form, take a second to familiarize yourself with the options for Call Queues found in the section below.
This is a temporary solution that will be changed with upcoming updates.
How Do I Edit My Call Queues?
After your queue has been created by a Weave representative, you can make edits through the Weave Portal
- Head to the Weave Portal and select
Phone in the left side menu
- Click Call Queues from the dropdown menu
- You’ll see the name of the queue you set up with support. Click into the queue
Here you can make changes to the call queue to affect how it works and what the callers experience. The features you can customize include:
- The name of the call queue
- Routing options
- Choose between allowing all phones to ring at the same time with an incoming call or just the single phone that has been idle for the most amount of time
- Devices assigned to the queue
- Choose which phones will operate on this queue from a pop-up window
- If you have the option of Main Line or Departments in the left navigation of the Phones section in the Weave Portal, you may also assign Call Queues there
- Greeting as a caller enters the queue
- Upload a recorded greeting for your callers or select one from the dropdown menu
- Allowing an escape option from the queue
- Choose whether callers can press 0 to go to your fallback option (usually voicemail) that is set by Weave
- Hold music
- Choose your preferred hold music from a drop-down list
- If and how often you want the caller to hear their position in line with the position announcement
- When you decide to have a caller's position announced, you can choose for the first announcement to occur immediately to within the first minute and the following announcements to occur anywhere between every 30 seconds to 10 minutes
- Maximum caller hold time
- Choose how long a caller can be on hold before they will be sent to the fallback option
When you are finished making changes, make sure to press Save.
- Head to the Weave Portal and select
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Phone User Guides (Printable)
Download and/or print the phone user guide for you Weave Phone.
Quick Guide
This quick guide is a great go-to reference for the key functions of using your new Weave phones. We recommend printing it out to have by your desk as you get used to your new Weave phones.
Full Phone User Guide
These full user guides provide even more step by step instructions for using your new Weave phones.
Yealink T53 Instructions Yealink T54W Instructions (Found in W60P and W76P packages)
Yealink T46U & T46S Instructions Yealink T42S Instructions Yealink W52P Instructions -
Turn On Text or Email Notifications for Voicemail
Listen to both general and personal voicemails remotely turning on notifications sent through text or email.
To do this:
- Go to the Weave Portal
- Select
Phone
- Select Voicemail Boxes
- Choose the voicemail box you want to be able to access remotely
- Toggle on Notifications and add a preferred email and phone number
- Select Save
Tip: You can add multiple email addresses and phone numbers to receive notifications from each voicemail box by clicking the Add button.
Once you have signed up for Voicemail Notifications you will be sent a notification that a new message has been left.
Clicking on the hyperlink in the email or text will take you to a HIPAA secure link where you will log in to your Weave Portal with your user name and password. From here you can listen to your voicemail messages.
See below for an example:
Tip: See Set Up Voicemail > Optional Customizations to explore other customizations you can do with voicemail.
Note: If you aren't receiving voicemail notifications, make sure all the email addresses and phone numbers are valid.
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Hold a Call
Knowing whether you should park, universal hold, personal hold, or local hold a call with a client and how to do these things will help you offer smooth customer service when the time comes. In this article, we'll address each hold as they relate to your Yealink and Polycom phones.
Park, or universal hold, gives all phones in your office the ability to take the call that you've put on hold.
A personal or local hold allows only your phone to access the call on hold.
Yealink Park/Universal Hold
A park, also known as a universal hold, will hold the call on all phones
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To place an active call on one of your Universal Holds (Hold 1, Hold 2, or Hold 3) press the Park soft key - located at the bottom of your display screen.
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The phone will place the call on the 1st available universal holding position and announce the location.
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Retrieve a call on any phone by pressing the same Hold 1, Hold 2, or Hold 3 key.
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Yealink Personal Hold
A personal hold, also known as a local hold, will hold the call on your phone only.
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While on an active call press the Personal Hold key located on the right side of phone.
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Press the same Hold key to resume the call before picking up the handset.
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Resume a call by using the soft key labeled Resume.
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Cordless Park/Universal Hold
A park, also known as a universal hold, will hold the call on all phones. To park a call on a cordless phone, you will transfer the call to a universal holding place.
To transfer a call to a universal hold / park line,
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Press the TRAN key
- Dial 6000
- Hit the TRAN key again to complete the transfer
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The phone will place the call on the first available universal holding position.
Retrieve a call on a cordless phone by dialing the appropriate number for the holding location the call was placed on:
- 6001 for Hold 1
- 6002 for Hold 2
- 6003 for Hold 3
Cordless Personal Hold
A personal hold, also known as a local hold, will hold the call on your phone only.
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While on an active call press the Options soft key
- Navigate down to Hold
- Press the OK key on the navigation tool to select the hold option
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Resume a call by using the soft key labeled Resume.
Your Polycom phones have two ways to hold a call- park, or universal hold, and personal, or local hold. The training videos below will explain the difference between a park and a personal hold on your model of Polycom phone:
Polycom Park / Universal Hold
A park, also known as a universal hold, will hold the call on all phones.
- To place an active call on one of your Universal Holds (Hold 1, Hold 2, or Hold 3) press the Park soft key - located at the bottom of your display screen.
- The phone will place the call on the 1st available universal holding position and announce the location.
- Retrieve a call on any phone by pressing the same Hold 1, Hold 2, or Hold 3 key.
Polycom Personal Hold
A personal hold, also known as a local hold, will hold the call on your phone only.
-
To place an active call on a personal hold, press the Personal Hold key located on the left side of the phone.
-
Press the same Personal Hold key to resume the call.
-
Resume the call using the soft key Resume - located at the bottom of your display screen.
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Transferring a Call
Call transfers are an excellent tool for customer service and a great way to maximize your teams' productivity. If you can connect your customers with the proper team members faster, then your people can do their jobs better.
Warm transfer
A warm call transfer means that the receptionist will speak with the appropriate agent before they send the call to them. Meaning, the extension the caller asked for is informed of the incoming call transfer. This kind of attended transfer allows the intended recipient to learn about a caller's issue and any background information that could be useful before they take over the call. To initiate a warm transfer, complete the following steps:
-
When on an active call press the Transfer key (located the at the bottom of the phone screen)
-
Dial the extension or number you want to send the call to
-
Wait for the person to pick up the call and tell them who is calling, when they're ready press the Transfer key again
Blind transfer
A cold call, or blind, transfer doesn't include the introduction or passing of information that a warm call transfer does. A blind transfer happens when the caller is simply transferred to another agent without a receptionist or live agent speaking with them first. This means that the desired extension is not informed of the incoming call.
If the destination agent is not available at that time, this type of call transfer can result in your caller being transferred to voicemail.
To initiate a blind transfer, complete the following steps:
-
When on an active call press the Transfer key (located at the bottom of the phone screen)
-
Dial the extension or number you want to send the call to
-
Press the B-Transfer key to fully transfer the call
Transferring a call to a speed dial number
Note: This feature requires customization. If you do not have your speed dial numbers programmed into your phone, please chat with support using the chat bubble in the lower right hand corner of this screen.
To initiate a call transfer to a speed dial number, follow the steps below:
- Start with an active call
- Press the Transfer key (located at the bottom of the phone display screen)
- Press the Speed Dial key that you want to transfer the call to. You can now hang up your handset.
- The transferred call is now ringing on the speed dial number you selected. If the call is not answered, the call will be routed to their voicemail box.
Warm transfer
A warm call transfer means that the receptionist will speak with the appropriate agent before they send the call to them. Meaning, the extension the caller asked for is informed of the incoming call transfer. This kind of attended transfer allows the intended recipient to learn about a caller's issue and any background information that could be useful before they take over the call. To initiate a warm transfer, complete the following steps:
-
When on an active call press the TRAN key
-
Dial the extension or number you want to send the call to
-
Wait for the person to pick up the call and tell them who is calling, when they're ready press the TRAN key again
Blind transfer
A cold call, or blind, transfer doesn't include the introduction or passing of information that a warm call transfer does. A blind transfer happens when the caller is simply transferred to another agent without a receptionist or live agent speaking with them first. This means that the desired extension is not informed of the incoming call.
If the destination agent is not available at that time, this type of call transfer can result in your caller being transferred to voicemail.
To initiate a blind transfer, complete the following steps:
-
When on an active call press the TRAN key
-
Dial the extension or number you want to send the call to
-
Press the TRAN key to fully transfer the call
Warm transfer (Polycom)
A warm call transfer means that the receptionist will speak with the appropriate agent before they send the call to them. Meaning, the extension the caller asked for is informed of the incoming call transfer. This kind of attended transfer allows the intended recipient to learn about a caller's issue and any background information that could be useful before they take over the call. To initiate a warm transfer, complete the following steps:
-
When on an active call press the Transfer key (on the bottom left side of the phone)
-
Dial the extension or number you want to send the call to
-
Wait for the person to pick up the call and tell them who is calling, when they're ready press the Transfer key again
Blind transfer (Polycom)
A cold call, or blind, transfer doesn't include the introduction or passing of information that a warm call transfer does. A blind transfer happens when the caller is simply transferred to another agent without a receptionist or live agent speaking with them first. This means that the desired extension is not informed of the incoming call.
If the destination agent is not available at that time, this type of call transfer can result in your caller being transferred to voicemail.
To initiate a blind transfer, complete the following steps:
-
When on an active call press the Transfer Key (on the bottom left side of the phone)
-
Dial the extension or number you want to send the call to
-
Press the Transfer Key again to fully transfer the call.
Transferring a call to a speed dial number (Polycom)
Note: This feature requires customization. If you do not have your speed dial numbers programmed into your phone, please chat with support using the chat bubble in the lower right hand corner of this screen.
To initiate a call transfer to a speed dial number, follow the steps below:
-
Start with an active call
-
Press the Transfer hard key
-
Select the Line soft key at the bottom of your display screen
-
Press the soft key associated with the desired speed dial (you will now be connected with your coworker)
-
Press the Transfer hard key to complete the transfer
Transfer between Multi-Office Locations
If your Weave account includes multiple locations, you can transfer calls from one location to the other. Do this by selecting Transfer and then either enter the 10-digit number for the other office or the 3-5 digit extension of the specific person in the other office.
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Turn On or Off Call Forwarding
Whether you're vacationing or out for other reasons, you can make sure your clients are still taken care of. When Call Forwarding is on, all incoming calls will be redirected to the number of your choice and will not hit your normal Voicemail or Office Hours settings.
Note: If your forwarding phone number is provided by another service provider, Weave is unable to provide support beyond ensuring the call is sent to the designated forwarding phone number.
Desktop App Instructions
- Select the
Menu in the upper right corner
- Click
Settings
- Select
Phones
- Click on the toggle next to Forwarding Number
Select the phone number you want your incoming calls to be forwarded to or add a new number by selecting + New Number at the bottom of the pop-up window
- Click Save
Once call forwarding is turned on, the toggle next to Forwarding Number will be green and there will be a FWD flag at the top of your desktop app. This means that call forwarding is enabled and all incoming calls will be forwarded to the phone number you selected.
- Click on the FWD alert at the top of your desktop app
- Click on the toggle to turn forwarding off
The toggle will turn gray and the FWD alert will no longer be at the top of your desktop app. This means that incoming calls will no longer be forwarded and will resume going to your phones.
Mobile App Instructions
- Select Settings
- Select Phone
- Select Call Forwarding
- Click on the toggle next to Enable Call Forwarding
- Select the phone number from the popup that you want your calls to be forwarded to or add a new number
Once call forwarding is turned on, the toggle next to Forwarding Number will be blue. You will also see the green Call Forwarding Icon in the upper right corner. This means that call forwarding is enabled and all incoming calls will be forwarded to the phone number you selected.
- Select Settings
or tap the green Call Forwarding icon in the top right corner
- Select Phone
- Select Call Forwarding
- Click on the toggle next to Enable Call Forwarding to turn forwarding off
The toggle will turn gray. This means that incoming calls will no longer be forwarded and will resume going to your phones.
- Select the
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Listening to Voicemail Messages
Listening to voicemail is likely a big part of your day, but it doesn't have to be! Explore ways to save time and return messages faster than ever with Weave.
Listen to General Voicemail Messages
Weave provides a few different ways to listen to your voicemail greetings in your general mailbox:
- Click on the
Phone icon from the home screen
- Select
Voicemail at the bottom of the screen
- Select the voicemail you want to listen to
- Click on the
Play icon to listen to the message
Note: To mark as unread, download, or delete a voicemail, select the
ellipses icon next to the voicemail and select the
Download,
Mark Unread, or
Delete Voicemail buttons.
Dial 9000 from your Weave phone. It will inform you of any new voicemails and play them.
For offices with multiple locations, each office will have a different number to dial when listening to general voicemails on their Weave Phone. To find each office's assigned general voicemail box number:
- Open the Weave Portal
- Select
Phone in the right side menu
- Click Voicemail Boxes from the dropdown menu
The voicemail box number will be the number following the title of the location.
- Click the
Phone icon
- Select
Voicemail icon from the menu bar at the bottom of the screen
- Select the desired voicemail
- Click the
Play icon to listen to the voicemail
Listen to Personal Voicemail Messages
Weave provides a few different ways to listen to your voicemail greetings in your personal mailbox:
- Click on the
Phone icon from the home screen
- Select
Voicemail at the bottom of the screen
- Select Personal at the top
- Select the voicemail you want to listen to
- Click on the
Play icon to listen to the message
Dial 9001 from your Weave phone. It will inform you of any new voicemails and play them.- Click the
Phone icon
- Select Dial
- Dial 9001
- Enter your personal extension number (101, 102, etc) followed by the # sign
- Enter your 4 digit pin # (the default is 1234) followed by the # sign
Tip: You can customize your pin # by going to the Admin Portal > Select Phone > Voicemail Box > Select your extension > add a PIN. See Set Up Voicemail > Customizations to explore other customizations you can do with voicemail.
Note: Learn how to turn on text or email notifications to listen remotely to voicemails.
- Click on the
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Phone Installation
Ready to install your phones? We have already tested them to make sure they are delivered to your office ready to be plugged in. Each phone will come with the following:
- (1) Power cord
- (1) Receiver cord
- (1) Ethernet cable
- (1) Receiver
- (1) Phone stand
How to install your phones
Begin by un-packing the phone and confirm that the phone has all the needed parts (see list above). Then proceed to set up the receiver:
- Take the receiver cord and plug it into the back of the phone in the Handset port
- Plug in the other end to the receiver and place the receiver in its cradle
Note: For directions below follow Option A if you are plugging a phone directly into an ethernet port. Refer to Option B if your phone and computer are going to be sharing an ethernet port.
Option A: plugging directly into an ethernet port
-
Find an open ethernet port in the wall (if there isn't one open, proceed to the instructions for Option B)
-
Take the ethernet cable that came with the phone and plug it into the open port you found
-
Plug the other end of the ethernet cable into the Internet port on the back of the phone (see port diagram below)
-
Find an open ethernet port in the wall (if there isn't one open, proceed to the instructions for Option B)
-
Take the ethernet cable that came with the phone and plug it into the open port
-
Plug the other end of the ethernet cable into the LAN port in the back of the phone - the one that looks like a field goal post (see port diagram below)
Option B: phone and computer sharing an ethernet port
-
Find the ethernet port plugged into your computer and disconnect it from your computer
-
Take the ethernet cable that you just disconnected from your computer and plug it into the Internet port on the back of the phone (see port diagram below)
-
Take the ethernet cable that came with the phone and plug it into the open port on the back of your phone (PC port - see port diagram below)
-
Plug the other end of the ethernet cable into the ethernet port on the back of your computer where you unplugged the previous cable (Step B1)
-
Find the ethernet port plugged into your computer and disconnect it from your computer
-
Take the ethernet cable that you just disconnected from your computer and plug it into the LAN port in the back of the phone - the one that looks like a field goal post (see port diagram below)
-
Take the ethernet cable that came with the phone and plug it into the open port on the back of your phone (The PC port with a laptop icon - see port diagram below)
-
Plug the other end of the ethernet cable into the ethernet port on the back of your computer where you unplugged the previous cable (Step B1)
Tip: For phones located next to a computer, you will want to connect them with your software to enable Weave's CallPop feature. Click here for instructions.
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Install Cordless Phones
Ready to install your cordless Yealink phones? Follow these instructions to get them set up.
Video Overview
Tip: For phones located next to a computer, you will want to connect them with your software to enable Weave's CallPop feature. Click here for instructions.
Phone Parts
Your W56H Cordless Phone will come with the following parts that are needed during installation:
- W60B or W70B Base
- W56H Handset (including a battery)
- Charging dock for the W56H Handset
- Power Cord
- Ethernet Cord
Installation Instructions
-
Plug the ethernet cord into the back of your base, and then into an ethernet port on your router
-
Plug the power cord into the back of the base and then to a power outlet
-
Plug your charging dock’s USB cord into the USB Power Block, and then into a power outlet
-
Put the battery into the back of the W56H handset and put the back cover on, it will automatically turn on once the rechargeable battery is connected properly
-
Place the phone on the charging dock to charge
Once all of the lights are solid green on your base, the phone and the base will check for updates. If there is an update, the base and phone will automatically begin to update. Updates can take anywhere from 8-20 minutes.
If the handset says unregistered, follow the instructions below to register the handset.
Registering the Handset
If the handset says unregistered, you will need to manually pair the handset to the base. To pair the handset to its base station,
- Click and hold down the Wifi symbol on your W60B base station for a few seconds until the green light next to the phone icon starts to blink
- On your w56H handset, click on the top left soft key to select Reg to register the handset
- If it asks for a PIN, dial 0000
Your handset will then be paired to your base. We recommend placing a test call to ensure that the phone is connected properly.
Note: If you have multiple cordless handsets and bases, it might ask you which base you want to register to. It will show the MAC Addresses of the available bases. Check the MAC Address on the back of the base to which you wish to pair and select that option on the handset.
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Connect Software to Phones
Here are the basics for connecting Weave Software to your phones.
Tip: In order for your Weave software to instantly react when you receive or place a phone call you need to make sure that your Weave software is synced with your Weave phone. This should be one of the first steps you take after your phones are installed. (see more about the call pop)
Video overview
Follow these steps to connect software to phones.
Sync Weave Phone to Software
- Click Link to your Phone at the bottom of the login page of app
- Dial the digits into your corresponding desk phone
- Once your sync is complete, you can log back into Weave
Sync Software without a Phone
Note: To connect software without a phone present you'll need your location ID. Your Onboarding representative can provide this to you, or if you are no longer in the Onboarding process you can chat with Support to get that number.
- Click Link to your Phone at the bottom of the app's login page
- Select Manual Setup at the bottom of the screen
- Enter your location ID provided
- Select Save
Troubleshooting
If your Weave software was installed before your phone system, or if you have had an interruption in your internet or power, you may need to re-sync your software to your phone at your workstation.
- Click Link to your Phone
- This will generate a 5 digit code for you to dial on your phone
- Dial the 5 digit code on your Weave phone as if you were calling that number
Once you have dialed the number on your Weave phone your phones and software should be synced up.
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Port Your Phone and Fax Number(s) to Weave
Weave will become your phone provider. In order to keep your published phone numbers, you will need to port your phone numbers from your current provider over to Weave. For more information, click here.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.Submit a Port Request
Follow these steps to submit a port request through your Weave Desktop App.
Note: To accurately fill out your account information for your port request, we recommend that you reference a copy of your most recent phone bill with your current provider. Incorrect account information can cause delays in the porting process which will delay your phone service with Weave.
- Click on the menu icon
in your Weave Desktop App
- Select
Settings
- Select
Port My Numbers
- In the Phone Number field, type in each phone number you want to port over to Weave.
- In the Fax Number field, type in each fax number you want to port over to Weave.
- Once all numbers are added, click Next Step
- Fill out your business account information with your current phone and/or fax provider
- Click Next Step
- Fill out the additional account information with your current phone and/or fax provider
- Click Next Step
- Check the box next to I accept the terms and conditions
- Click Submit
Once your porting request is submitted, the request is sent to our Porting Team who will submit it to your current phone provider for review.
- Click on the menu icon
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Setting an E911 Address
Weave recommends verifying that your assigned E911 address is correct for each of your devices. Follow these simple steps to see if your phones have the correct E911 address assigned to them.
You must have the user role of Admin to access this feature. See your role.
- Log into your Weave Portal
- Click on the dropdown arrow next to Phones on the left-hand menu
- Select Devices
- View or select the an address from the E911 Address column by using the dropdowns
- If you do not have an E911 address then select the E911 Address tab at the top of the screen.
- Click to Add New Address in the top right corner
- Add the physical address for your office that should be used in the event your office places a 9-1-1 call and click Submit
- Once an e911 address has been added you can now assign that physical location to any of the devices installed in your office. Use the the dropdown arrow next to any ‘not assigned’ device and select the correct physical address
For more e911 information, click here. -
E911 Information
We want to make sure that you are aware of important differences in the way 9-1-1 service operates with a VoIP phone when compared with traditional telephone service. Here’s what you need to keep in mind.
Note: You must notify members of staff and other potential users of your VoIP phone service of the nature and limitations of 9-1-1 emergency calls.
Differences between traditional 9-1-1 service and VoIP phone E 9-1-1- With traditional phone services, your 9-1-1 call is sent directly to the nearest emergency response center.
- With VoIP phone service, your 9-1-1 call is forwarded to a third-party service provider that will automatically or manually route your call to the emergency response center.
Remember to provide your location
Because you can move your VoIP phone between locations and because, for technical reasons, the emergency operator may not have your name, location or contact information available, you must immediately inform the emergency operator of your location and contact particulars any time you call 9-1-1. Do not risk sending police or ambulance services to the wrong location.Be prepared during any service interruption
VoIP phone service depends not only on your continued subscription (and payment) for the service, but also on internet connectivity and power to function. In the event of power, network, or internet outages (including congestion), or if your service is disconnected or suspended due to non-payment, you may experience a failure, disruption, or delay in your 9-1-1 service. We recommend that you keep an alternative phone service (such as a cellular telephone) handy to increase the reliability of your access to emergency services during any service interruption.Do not disconnect
Until you are told to do so by an emergency dispatcher, do not disconnect your 9-1-1 call. If you are inadvertently disconnected, call back immediately.Keep your service address up to date
Weave will attempt to provide the emergency operator with your service address, so please ensure that your information on file with us is always accurate and updated. If you do not do this (for example, if you are unable to speak during a 9-1-1 call), the emergency operator may assume that you are calling from the last registered address.Tip: You can update your E9-1-1 address in the Weave Portal. Click here for information on setting up an e911 address.
VoIP Terms of Service
Weave’s VoIP Terms of Service limit and disclaim liability related to VoIP 9-1-1 service, so please read the VoIP Terms of Service carefully.
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Calls Being Marked as Spam
Have your customers been missing calls recently because your office appears as "spam risk" or "spam likely" on caller ID?
In response to demands for protection from unwanted calls by consumers, mobile network operators, such as AT&T, Verizon, and T-Mobile, have provided tools to block calls or mark calls as spam. When a consumer uses these tools, the telecom carriers may flag future calls to other consumers from that number. The tools are controlled by the individual telecom carriers and their partners. As a result, Weave is unable to make any direct changes to ensure that your business’ calls are not marked as spam.
We recommend that you take the following steps to reduce the likelihood of your business’ calls being marked as spam by telecom carriers:
- Encourage your customers to report your phone number as a valid business through their mobile network operator or another telecom carrier.
- Submit a report that your business’ phone number has been mistakenly categorized as spam using the following tools. Please note that submitting a report does not guarantee that your phone number will be re-categorized.
- Verizon Spam Feedback: https://voicespamfeedback.com/vsf/
- T-Mobile: https://callreporting.t-mobile.com/
- Hiya (AT&T partner): https://hiyahelp.zendesk.com/hc/en-us/requests/new
- First Orion: https://calltransparency.com/registration
- Free Caller Registry: https://www.freecallerregistry.com/fcr/
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Retired Equipment
As technology advances, we upgrade our equipment, including the VoIP phones. The old equipment is then no longer supported by Weave and designated as "retired".
If equipment is deemed retired, you aren't required to return it to Weave, and the equipment isn't subject to Unreturned Equipment Charges.
If you continue to use equipment after Weave designates it as retired, you may not receive software-based feature and security updates. This may impair the delivery of the Weave services and functionality of the retired equipment. Weave may provide limited or no support for retired equipment.
Weave may attempt to troubleshoot any problems you have with the equipment or service, but we cannot guarantee that our efforts will be successful.
Retired Equipment List
- Polycom Soundpoint and Soundstation series phones, including but not limited to the following models
- SSIP 6000
- SPIP-335
- SPIP-550
- SPIP-560
- SPIP-450
- SPIP-331
Returns
Retired equipment does not need to be returned to Weave. It is not subject to Unreturned Equipment Charges.
Go green and recycle retired equipment. Visit recyclenation.com for electronic equipment recycle centers in your area.
Ready for an upgrade?
If you have older model equipment, it may be time for an upgrade. To upgrade or for more information, please contact us at customersuccess@getweave.com.
- Polycom Soundpoint and Soundstation series phones, including but not limited to the following models
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Troubleshooting Phone Issues
Weave Phones are VoIP phones, meaning that they rely on a good internet connection to work properly. While many phone issues are individual to each office, network, and phone, following these steps can often resolve the problem.
Reboot the phone
Rebooting your phone is typically the best first step in troubleshooting any issue you are experiencing with your phone. Follow these steps to reboot your phone:
Option 1
Press and hold the X key until you see a prompt on the screen. Press the OK soft key to confirm the reboot. The phone will then reboot. This process can take a few minutes to complete.
Press and hold the end call button to power down. Wait 10 seconds, then press and hold the end call button to power back up.
Press and hold the dial pad keys 0, 1, and 3 simultaneously for about three seconds, or until you hear a confirmation tone. The phone will then reboot. This process can take a few minutes to complete.
Option 2 (desktop phones)
Unplug the power cord from the back of your phone, wait a few seconds, and plug it back in. The phone will then reboot. This process can take a few minutes to complete.
Factory reset the phone
To factory reset your phone:
Cordless Yealink phone (the base): Follow these instructions
Yealink desk/wired phone: Press and hold the OK button
Polycom phone: Contact our support team to get help with the factory reset, as the phone may require a password to reset
Check your network
If your phones are ringing properly, but you are experiencing poor call quality during your calls, consider these tips to troubleshoot:
- Have you gotten any new hardware in your office like a router, modem, or firewall? Be sure to have your IT rep configure your device using our Network Specs page.
- Check to make sure the internet cables are securely plugged into the wall and to the handset.
- Check to make sure your internet provider is not experiencing issues. You can use downdetector.com to search for your internet provider and see if they are experiencing issues in your area.
- Check your internet speeds using speedtest.net. Keep in mind our internet speed requirements:
Internet speed requirements Download Speed 200 kbps per phone (minimum) Upload Speed 200 kbps per phone (minimum)
Note: If your internet speeds do not meet the minimum requirement you will need to contact your internet service provider about improving your internet speed or upgrading your service.
If you continue experiencing problems, you may need to reach out to our support team.
Common Phone Issues
My phone is not ringingIf the other phones in your office are ringing but yours is not, consider these troubleshooting tips:
- Check if your DND (Do Not Disturb) is enabled: Your phones are equipped with a DND soft key located along the bottom of your display screen. Look for a circle with a red circle with a line through it. If this key is pressed, it places your phone on Do Not Disturb. Simply press the DND key again to turn off Do Not Disturb.
- Try rebooting your phone: Follow these steps to reboot your phone.
- Add the phone to the proper Call Group. If a single device is ringing and it shouldn't, remove it from your call group.
None of the phones in our office are ringing- Check if Voicemail Override is enabled: If Voicemail Override is enabled, you will have a red VMO flag at the top of your Weave Desktop App. To turn off Voicemail Override, click on the red flag and toggle off Voicemail Override.
- Check your Office Hours: Make sure your Office Hours in your Weave Software Settings are set to Open. If your hours are set to closed, calls are routed to your voicemail box.
- Check if Call Forwarding is turned on: If Call Forwarding is enabled, you will have a blue FWD flag at the top of your Weave Desktop App. To turn off Call Forwarding, click on the blue flag and toggle off Call Forwarding.
- Check to see if your internet is down: Do you have an internet connection on your computer? If not, then your internet is likely down. You can use downdetector.com to search for your internet provider and see if they are experiencing issues in your area.
Phone says it doesn't have serviceIf you are seeing a "no service error," this is most likely an internet connection issue. Reboot the phone and make sure you have a fresh connection. Try physically moving the phone or plugging it directly into the router. If the issue is still not registering, try a factory restore.Phone is stuck on "Obtaining IP Address"Try rebooting or factory resetting. Leave the phone unplugged for 30 seconds to access the factory reset if needed. Reach out to support for a possible replacement as needed.The Message Waiting Indicator (MWI) light is not working- Make sure that the MWI lights are set up as expected for all of your phones
- Factory reboot the phone or try a network reboot by unplugging the phones
- Call the extension with the MWI issue and leave a test message. Hang up and listen to the message. Delete it. This may reset the MWI
My CallPop is not workingIf your CallPop is not working, this is because the phone is no longer synced to your software. Follow these simple steps to resync your phone to the software.Calls drop after a few minutesTry rebooting the affected phones. Check with your IT team to see if there have been any recent network changes. They may need to make adjustments to your router or firewall.Phone is stuck on welcoming or initializingTry unplugging the phone for a reboot. If this does not work, email Weave support.My phone number is being marked as "Spam Risk" or "Spam Likely" on caller IDIn response to demands for protection from unwanted calls by consumers, mobile network operators, such as AT&T, Verizon, and T-Mobile, have provided tools to block calls or mark calls as spam. When a consumer uses these tools, the telecom carriers may flag future calls to other consumers from that number. The tools are controlled by the individual telecom carriers and their partners. As a result, Weave is unable to make any direct changes to ensure that your business’ calls are not marked as spam.
We recommend that you take the following steps to reduce the likelihood of your business’ calls being marked as spam by telecom carriers:
- Encourage your customers to report your phone number as a valid business through their mobile network operator or another telecom carrier.
- Submit a report that your business’ phone number has been mistakenly categorized as spam using the following tools. Please note that submitting a report does not guarantee that your phone number will be re-categorized.
- Verizon Spam Feedback: https://voicespamfeedback.com/vsf/
- T-Mobile: https://callreporting.t-mobile.com/
- Hiya (AT&T partner): https://hiyahelp.zendesk.com/hc/en-us/requests/new
- First Orion: https://calltransparency.com/registration
- Free Caller Registry: https://www.freecallerregistry.com/fcr/
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Network Reboot
There may be times that you will need to reboot your network. If you have been away from the office for an extended period of time we recommend a network reboot.
To complete a network reboot
Note: We highly recommend that you work with your IT to find where the Network Devices listed below are found in your office. It is important that you follow these steps in the order they are listed.
1. Start with unplugging your Modem first, leave unplugged
2. Unplug the Router, leave unplugged
3. Move to any Switches you may have and unplug all of them as well, leave unplugged
4. Unplug all of your phones from power, leave unplugged
5. Plug the Modem back in
Note: Please make sure to let the modem finalize boot up process before continuing to the next step.
6. Plug in the Router, make sure to let the router completely boots up before continuing on to the next step
7. Once the Router has booted up, turn on any Switches
8. Plug in all of the phones
Tip: It is a best practice to let each device finalize the boot up process. After the modem, router and switch are finalized their individual boot up processes, you can proceed with powering up the other network devices.
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Recommended Headsets and Wall Mounts
If you are wanting to use a headset with your phone, Weave recommends the Plantronics Wireless Headsets for both Yealink and Polycom models. These may be purchased anywhere you would like, but we've also provided shopping links below for ease of access.
Note: Once you own the headset, Weave Support can assist in getting it set up; however, we do not provide service if an issue arises. We encourage you to contact Plantronics with any questions or concerns.
Phone Model
Recommendation
Yealink T53 & T54*
Yealink T46U, T42S, & T46S
All Polycom models
Note: Yealink T53 & T54 models are USB and bluetooth capable. If you have a bluetooth headset you wish to sync up with your Yealink T53 or T54 click here for bluetooth pairing instructions.
Wall mounts feature convenient anchor points and allow you to securely fasten your phone to the wall. Weave does not provide wall mounts for the Yealink or Polycom models, however they can be purchased if you need them for your handsets. We've organized our recommendations below for your convenience.
Phone Model
Recommendation
Yealink T53W & T54W
Yealink T5W-Wall Mount Bracket Yealink T46U & T46S
Yealink T46 Wall Mount Bracket Yealink T42S
Yealink T42S Wall Mount Bracket Polycom VVX 450
Polycom 450 Wall Mount Bracket Polycom VVX 250
Polycom 250 Wall Mount Bracket Polycom VVX 311 & 411
Polycom 331 & 411 Wall Mount Bracket This expansion module provides advanced call-handling capabilities with a vibrant visual experience that simplifies monitoring contacts and management of a high volume of concurrent calls.
Yealink Expansion Module
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Install Headsets
Let's get your headset installed.
Yealink T53 & T54W: Plantronics headset installation
Note: To install your Plantronics Headset with your Yealink T53 or T54W you will need to order a Yealink Headset Adapter. This adapter comes with the Plantronics Y Cord as well.
When you order the Yealink Headset Adapter it will come with the following contents.
You will only need the Yealink EH40 Adapter, the Plantronics Y-Cord, and the User Guide for reference. You can disregard the Jabra and Sennheiser Y cords. You will not be needing those.
Before you start, gather up the following:
- Yealink T53 or 54W handset
- Plantronics Headset
- Yealink EH40 Headset Adapter
- Plantronics Y-Cord.
See the picture below for reference:
Installation Steps: Plantronics Headset Yealink T53 & T54W
[Picture Steps / Next & Prev Buttons]
- Connect the single wired end of the Plantronics interface cable (Y Cable) into the back of the Plantronics Headset as shown in the picture below.
- Connect the ‘Y’ end of the Plantronics interface cable into the back of the Yealink Headset Adapter.
- Connect the USB end of the Yealink Headset Adapter into the USB port on the back of your Yealink T53 or 54W phone.
- You are now ready to start using your headset. Press the Headset Icon on your Yealink phone to answer or switch a call over to your headset.
Yealink T53 & T54W: Syncing a Bluetooth Headset
The Yealink T53 and T54W are bluetooth capable and can be synced with a bluetooth headset. To sync a bluetooth headset to your Yealink T53 or T54W, follow the steps below:
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Select the Menu soft key at the bottom of your display screen
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Use the navigation keys to navigate to the Basic setting
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Press the down v navigation key and navigate to #7-Bluetooth and press the OK key in the center of your navigation arrows
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Once in the Bluetooth menu - use the navigation arrows > to turn ON the bluetooth
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Navigate to #2 Paired Bluetooth Device and then press the soft Scan key at the bottom of your display screen and scan for your device
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Once your Bluetooth headset is discovered select the soft Connect key to connect the device to your phone
Yealink T46U, T42S, & T46S: Installing a headset
- See Recommended Headsets and Wall Mounts to order your Plantronics headset and Yealink adapter. The Plantronics headset will come with a power cord, the base, and the audio cord. You will need to order the Yealink adapter separately.
- Charge your headset. In order to do this, you’ll need to take your power cord and plug it into the back of your base on the far left side. Then plug the other end into an outlet close by. You’ll then want to let your base charge for a minimum of 20 minutes. When your headset is fully charged, you will see a solid green light on the front right hand side.
- After your headset is fully charged, connect it to your phone using the Yealink adapter. You’ll need to plug larger end into the back of your base. The smaller other end will go into the back of your Yealink phone.
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Next, connect your Plantronics audio cord. When you flip your phone over, you’ll see a photo with a picture of a headset. Plug the small end into the port and the other end will go into the headset base.
- Once everything is connected, you can start using the headset by pressing the headset key.
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Check If Your Network is Compatible with Weave
Whether experiencing connection issues or just introducing Weave to your office, checking that your network is compatible with our systems makes the process so much smoother.
Please note that this information is provided as a courtesy. You are responsible for ensuring that minimum technical requirements for installation and provision of the Weave service are met. Additionally, you are responsible for any additional configuration and maintenance of network equipment to meet your requirements, such as security settings, firewall deployment, or other operational requirements, including, but not limited to changing default passwords and periodic hardware, software, or firmware updates.
VoIP call quality is significantly impacted by the quality of your internet connection. Accordingly, we recommend that all devices supporting the Weave service (e.g., phones, desktop computers, etc.) have a wired connection to the internet. Wireless network connections are typically inconsistent and do not provide sufficient quality to support VoIP call traffic. If you choose to connect your devices via a wireless connection, you may experience degraded call quality and impact to the Weave service. Weave is unable to provide troubleshooting for wireless network connections. We recommend that you work with a local IT support partner to identify a solution.
General Network Recommendations
Here are the router/firewall configurations you should disable for the best experience with Weave on your Network Hardware:
- Disable SIP ALG
- Increase UDP Timeout to 90 seconds
- Utilize any Quality of Service (Priority) functions that your equipment has. For DSCP packet tagging, we use the following: 46 (RTP) & 26 (SIP)
- Whitelist our FQDN.
Once these updates have been made, we recommend a full network reboot.
Weave Speed Requirements
Discover if you have sufficient resources for your workstations, payment terminals, network devices, and Weave phones.
Download Speed: 200 Kbps
Upload Speed: 200 Kbps
Recommendations: With the quantity of phones you're planning to implement, please make sure you consult with your IT professional and/or internet service provider to make sure that your network bandwidth speeds are sufficient. Weave recommends at least 200 Kbps upload per phone and 200 Kbps download per phone.
Network Latency
Make sure the media in your phone calls travels fast enough on the network to prevent voice quality issues.
Recommendations: If your Latency score is about 150 ms, we recommend that you call your internet service provider and have them troubleshoot your network to get that lowered beneath 150 ms. Additionally, if your Jitter score is above 30 ms, you will also want your internet service provider to troubleshoot this lower as well.
Minimum Operating System Requirements
Check that your operating system is up-to-date.
Operating System Status: Unknown
Recommendations: Please review each of your desktop computers and servers to confirm you are running up-to-date operating systems. To benefit from everything Weave has to offer and also keep your data secure, a supported operating system must be installed on each of your desktop computers and/or servers. Unsupported operating systems stop receiving security updates and can no longer effectively protect your customer data. Additionally, Weave may not provide support if you experience technical difficulties due to incompatibility of Weave software with your operating system. You can find more information here.
Understanding Network Terminology
Here are some general terms you should know:
Network Bandwidth: Bandwidth encompasses two metrics: download and upload speed. The download speed is how fast your network can download data from a website/server and your upload is how quickly your network can take information locally and push it up to a server/cloud.
Network Latency: Network latency occurs when a packet of data is sent to another computer/server and back. The amount of time it takes for that packet to complete that route is the latency. Every transfer will have some amount of latency, but when this metric value gets too high, it will cause audio issues, delays in your conversations, and even dropped calls.
Network Jitter: This is a variance in latency, or the time delay between when a signal is transmitted and when it’s received. This can cause delay in your conversations and is especially noticeable when you pick up the handset to answer a call and the customer can't hear you for several seconds.
Packet Loss: Packet loss refers to data that is lost after being transmitted across a network. This may be caused by network congestion, hardware issues, or configurations.
Network Address Translation (NAT): Weave functions best on networks with single NAT. A double NAT means that two or more different devices in your network are doing “Network Address Translation.” This may cause signaling issues with your phones resulting in degraded call quality, dropped calls and one-way audio.
SIP ALG: This protocol prevents some of the problems caused by router firewalls by inspecting VoIP traffic (packets) and, if necessary, modifying it. However, we find it doesn't work as intended and causes more problems than it solves.
UDP Timeout:This refers to the amount of time a UDP Pinhole stays open on a Firewall or Router.
FQDN: The complete domain name for a specific computer, or host, on the internet is its FQDN. This is where all the IP Addresses that Weave uses for our phone platform live. If we ever add or remove an IP Address your FQDN will automatically make that adjustment for you.
Single Thread: Your phone system typically runs through a single connection. This test will measure your speed results for that single connection providing you a more accurate expectation of your phone system quality and performance. This test is the primary test as many applications utilize a single thread connection.
Multi Thread: Multiple connections are used as a general gauge of speed across multiple connections simultaneously. Although this test helps us understand the top end of the network’s internet speed it doesn’t actually give us an accurate picture of how Voice calls will perform on the network as those typically run on a single thread.
Check Your Network
Take some steps to make sure your current network is compatible with Weave Phones.
- See if you have a recommended firewall, router, and modem
- Complete an internet speed test
- Go to speedtest.net
- Under Connections beneath the GO button, change the setting from Multi to Single
- Click the GO button
- Let the test run (you will see a speedometer-type gauge)
- Once it has fully run you will see the test results appear in the grid along the top
- Write down the download and upload speed to have ready for your call with Weave
- Complete any of the Advanced Network steps that may be required by your router
- Receive a Public IP if necessary
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Firewalls, Routers, and Modems Compatible with Weave
Our engineers have performed testing of network equipment and routing scenarios to help you have the best possible experience with the Weave service.
Please note that this information is provided as a courtesy. You are responsible for ensuring that minimum technical requirements for installation and provision of the Weave service are met. Additionally, you are responsible for any additional configuration and maintenance of network equipment to meet your requirements, such as security settings, firewall deployment, or other operational requirements, including, but not limited to changing default passwords and periodic hardware, software, or firmware updates.
Weave Recommended Firewalls, Routers and Modems
Please remember to take the following tips into account:
- Check the age of the current firewall and make sure that it is not at the end of life and can receive firmware updates.
- Make sure that the firewall is sized to the office, meaning that it can handle our phones, the practices computers, cell phones, and any other endpoints like guest wifi devices.
- It’s always best to go to the manufacturer's website to make sure the firewall can handle all the endpoints and features you will be using.
- Please note that Sonicwall SOHO & Watchguard T10 firewalls are for homes and small business and in most situations are not ideal for doctors offices.
- Offices that would like to use a Meraki x64 need to be conscious of the hardware sizing requirements and throughput capabilities of the Meraki platform.
3. If you are going to enable any firewall security features, make sure the firewall has sufficient resources to handle that as well. If you are having voice quality issues, we recommend disabling security features (DPI, Intrusion Prevention, Filtering, etc.) to see if that makes a difference. We often find that bandwidth-heavy security features on delicate voice traffic can be problematic.
Streaming Devices
Take streaming devices such as security cameras and music devices into account when configuring your network. If you are running these devices, you'll need to prioritize Weave traffic over the others by implementing Quality of Service on your Router.
Universal Network Requirements
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Public Internet IP Address for your Router WAN port.
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Your router/firewall must allow unrestricted traffic flow between Weave Servers and your Weave Phones.
Common Network Firewalls
- **Fortinet/Fortigate
- **pfSense (no special requirements)
- **SonicWall
- Checkpoint
- Cisco ASA
- Cisco RV Series
- Sophos SG Series
- Ubiquity EdgeMax
- Cisco Meraki
- WatchGuard - Fireware Web UI
- Watchguard System Manager (WSM)
**Weave preferred firewalls
Network firewalls with known issues:
- Peplink
Common Network Routers
- **Asus RT Series. - Router
- **Buffalo-wrt - Router - no special requirements
- **DD-WRT - Router OS - no special requirements
- **Open WRT. - Router OS - no special requirements
- Adtran
- D-LINK DIR Series
- Linksys EA Series - no special requirements
- Netgear Prosafe
**Weave preferred routers
Network routers with known issues:
- Apple Airport - No adjustable settings
- Netgear Nighthawk - SIP/VoIp handling issues
- Motorola SBG-650 - doesn't handle RTP traffic well at scale
- Ubee modem/router (Time Warner) - Catching issues with RTP Traffic
- Verizon FiOS G1100/G3300 - SIP ALG can't be disabled which causes VolP issues
Modems
Modems
Internet Service Provider Modem Model Router/Firewall Required AT&T NVG 599 or higher Not Required Century Link Zyxel c1000z or higher w/ability to enable bridge-mode Yes Comcast ARRIS Surfboard w/ ability to enable bridge-mode; Comcast Business Gateway modem w/ ability to enable bridge-mode Yes Time Warner Motorola Surfboard w/ ability to enable bridge-mode; Other modems w/ ability to enable bridge-mode Yes Other ISP* Modem with ability to enable bridge-mode; Able to setup pseudo bridge mode Yes Other Routers and Firewalls
Other Routers and Firewalls Mikrotik Network Router Configuration Unknown Endian Network Firewall Configuration Unknown Cyberoam Network Firewall Configuration Unknown Layer 3 (smart) Switch Network Switch Configuration Unknown Note: If your modem, router, ISP, or firewall do not appear on the list above contact Weave to verify compatibility.
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Advanced Network
Many routers will not require setting specific rules to allow traffic to flow freely between Weave's servers and your Weave phones, however, some firewalls do require specific rules to be created to allow this traffic to flow, uninterrupted and unfiltered.
This is especially critical if your firewall regulates outbound network traffic in any way (examples: URL blocking, domain filtering, DPI, etc.) For routers/firewalls requiring that specific rules to be created (see our router/firewall matrix to determine if your router/firewall is included), we recommend that you create the following rules that allow unrestricted and unfiltered traffic between Weave's servers and your phones.
- Outbound Firewall Rule - Allow All Traffic (Unfiltered) to Weave's servers
- Inbound Firewall Rule - Allow All Traffic (Unfiltered) from Weave's servers
Many firewalls now allow you to use an FQDN (Fully Qualified Domain Name) in your rule-set. Weave highly recommends that you use this in order to add all of our many IP addresses in one rule. This will eliminate the possible need to constantly update IP addresses on your firewall/router, as Weave continually grows and adds new servers and IP addresses to our pool.
Please reach out to your onboarding contact for the list of IP addresses you need to allow.
Please note that this information is provided as a courtesy. You are responsible for ensuring that minimum technical requirements for installation and provision of the Weave service are met. Additionally, you are responsible for any additional configuration and maintenance of network equipment to meet your requirements, such as security settings, firewall deployment, or other operational requirements, including, but not limited to changing default passwords and periodic hardware, software, or firmware updates.
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Public IP
In order to ensure that only one firewall is inspecting traffic and handling address translations on your network, your office firewall must receive a Public IP address on its WAN interface.
This functionality may require the assistance of your internet service provider (ISP).
Please note that this information is provided as a courtesy. You are responsible for ensuring that minimum technical requirements for installation and provision of the Weave service are met. Additionally, you are responsible for any additional configuration and maintenance of network equipment to meet your requirements, such as security settings, firewall deployment, or other operational requirements, including, but not limited to changing default passwords and periodic hardware, software, or firmware updates.
Identifying a private (non-public IP address) is fairly easy. If your WAN has an IP address in one of the following IP blocks, it is not a Public address, and you should contact your ISP to help "Bridge" your Modem/Gateway device, allowing a Public IP address to be assigned to your firewall/router.