RingPlan Voice Desktop App - Complete Walkthrough
Topic outline
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1) navigate to https://ringplan.com/downloads and download the "RingPlan Voice"
2) log into the app with your ringplan account and make sure you get a green light in the upper right corner of the app.
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1) Test all the different outbound call scenarios that you would normally use and become familiar with how it works.
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1) Test getting an inbound call and answering it to make sure you are familiar with how it works.
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1) In the desktop app click on the "messaging button" and review your conversation list
2) In the upper right corner of the app, you can set up a filter if you have more then one number associated with your account.
3) Practice sending a text message out by hitting the green circle in the bottom left of the texting conversation screen. Select an existing contact or just type in a specific phone number and hit "start conversation"
4) you can practice sending writing a message and then receiving a message.
5) practice using the emoji feature by clicking on the smiley face in the write message line.
6) practice sending a VCF file
7) practice calling them from the texting screen
8) practice editing the contact by hitting the three dots in the upper left corner of the conversation
9) practice scheduling a meeting from the texting screen.
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What your going to do:
1) in the desktop app, navigate to "more" -> "fax"
2) practice setting a filter by switching the number in the upper right corner
3) notice the inbound, outbound, schedule and search bar
4) practice clicking on an inbound fax and previewing, zooming, rotating, downloading it.
5) practice viewing your outbound faxes. check the status of the faxes and click on one to see what you tried to send.
6) schedule tab will let you "schedule" a fax to go out at a specific time.
7) practice sending a new fax by clicking the green button in the bottom right corner of the fax module.
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What your going to do:
1) in the ringplan desktop app, click conference
2) try to create a new premade conference by adding a few numbers by either adding from your contact list, or by manually specifying numbers
3) make a test call and see how it works.
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What your going to do:
1) in the ringplan app click "recents"
2) look at the activity window in your extensions
3) click on the 3 dots and check the "call details" for a specific call
4) notice the options you can do from here such as texting the contact, changing the contact name
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What your going to do:
1) in the desktop app go to more-> ringplan meet
2) here you can test starting a meeting, scheduling a meeting, and viewing your existing meetings.
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What your going to do:
1) In the desktop app navigate to "more" -> "voicemail" to look at the voicemail module
2) Practice playing the voicemail, calling them back, texting them back, and shairing the message with someone else.
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What your going to do:
1) navigate to "more" -> "contacts" in the ringplan app
2) practice looking up contacts, calling and texting them as well as adding and deleting them.
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What your going to do:
1) go through settings and check out all the advanced settings.
2) set up the sound settings and check the echo cancelation
3) enable the "side car"
4) enable the "OCR" module
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What your going to do:
1) open the side car in the RingPlan app after enabling it in the settings.
2) practice creating a programmable button
3) practice looking up extension numbers
4) practice checking queue status
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