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ArcSolar Comms with fictional call history, the keypad and its outbound caller ID.

The Phone tab keeps outbound caller ID inside the keypad. Displayed calls and contact details are fictional.

Open Comms or the call and SMS actions on a customer record.

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Make a call

Your account, assigned line and communications billing must be active. Allow microphone access and check your audio devices.
  1. Open Comms → Phone and confirm the customer and number.
  2. Check Outbound caller ID inside Keypad. If your role offers several active lines, choose the intended line from its dropdown, then select Call from assigned line.
  3. Wait for Connected. Tell the customer the call is being recorded.
  4. Use Mute, Touch tones and Hang up as needed.
  5. Review the recorded outcome and the next task.
Keep the calling tab open. ArcSolar calling is not for emergency calls.

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Keep working during a call

The floating call bar keeps the contact and duration visible. Use Back to app to collapse it. You can reopen the keypad, message the customer, add a note or book an appointment. Call notes accept up to 1,000 characters.

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Send a message

Open the customer’s conversation, read the latest activity and confirm the destination and sender. Write the message, send it and check the status. Queued, Sent and Delivered mean different things. For a new conversation, use From to choose a line when that choice is available. Replies and retries keep the conversation’s original number. Respect STOP, do-not-contact and channel consent. SMS length and characters can create multiple billable segments; your agreed rates apply.
Check PayTo, member setup and the assigned line. Use the offered Connect phone, retry or repair action. If sound is blocked, choose Enable call audio. Use phone on this device can move an idle phone from another device; an active call cannot be moved. After sleep or a network change, wait for reconnection before trying again.