Follow the below steps to start using the Smartflo softphone app for Mac:

Step 1: Login to Smartflo account using your Username and Password.

Step 2: Click on the Downloads section on the bottom left side navigation panel.

Step 3: Download and install Smartflo Softphone for Mac.

Step 4: Enter the smartflo user's Username and Password and click on Login.

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Note: The Agent extension should be enabled.

Step 5: Now you can start calling. Refer to the below screenshot to learn more about the Smartflo softphone feature.

a. Change your country.
b. Enter the number you want to dial. c. Click to dial the number.

• Click on Call History to view the past dial numbers.

• Click on Contacts to view your saved numbers.

If you want to add a new contact, please follow these steps:

1. Click on the ‘+’ icon on the right-hand side.

2. Enter the name, company name (optional), and select the contact group where it should be added.

3. Click on the ‘Save’ button.

Once the contact is created, you can search for it using the name or number whenever you need to dial again.

• Click the Teammates tab to view your team member number.

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Note: Assigned agent should have the permission of Manage Extension to view the teammates.

• Click on Settings to view your profile, get help, and log out from the Smartflo softphone.

a. View your Username and Email ID.

b. Click on ‘Preferences’ – it includes three sections: Permissions, Caller ID, and Manage Media Devices.

• Permissions: Here, you can choose between:
  1. Use as Phone – The system works like a mobile phone, where the agent receives the call on their mobile number first.
  2. Auto Answer – The call is automatically connected to the agent without requiring them to accept it.

• Caller ID: This section displays the list of DIDs. You can select the number that will be visible to both the agent and the customer when the call is connected.

Manage Media Devices: Here, you can select the input and output devices (e.g., microphone and speakers) to be used during calls.

c. View help & support to clear common doubts.

d. Click to log out from the Smarflo Softphone.

Step 6: Login to Smartflo account using your Username and Password.

Step 7: Under Users tab, click on All User(s).

Step 8: Click Extension Status on the top-right corner of the page.

Step 9: You can view the extension status here.

FAQs

❓I have logged in to the application, but I am stuck on the login screen.

• Our applications are region-specific, and if your system time zone is different the site on which you are attempting to log in, it will be stuck on the loading screen, waiting for your to change your system’s timezone.

❓What should I do if I change networks during a Softphone session?

• If you switch networks while using the Softphone:

Do not refresh the application.

• Refreshing causes an IP mismatch and triggers a permission error.

Immediately log out and log back in.

• This ensures a new session is created with the updated IP address, keeping your Softphone fully authenticated and functional.

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Important: Always log out and re-login after any network change to avoid disruption.