Smartflo Softphone Windows (Open VPN)

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

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

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

Step 3: Download and install the smartflo softphone for Windows.

Step 4: Under Users tab, click on All User(s).

Step 5: Click Extension Status on the top-right corner of the page.

Step 6: Click on Download VPN Config File

Step 7: Copy and save your agent's username and password, as they will be needed to log in to the OpenVPN Connect app.

Step 8: Now you'll need to download the OpenVPN Connect app. You can get it here.

Step 9: Install the downloaded OpenVPN Connect software and click Next.

Step 10: Accept the terms in the license agreement and click Next.

Step 11: Click Install.

Step 12: After installation, click Finish.

Step 13: Open the OpenVPN Connect app and Agree to the terms and conditions.

Step 14: Click OK, after you have gone through the updates.

Step 15: Click the File tab and click on Browse to upload the VPN config file.

Step 16: Select the downloaded file in Step 6 and click on Open.

Step 17: Enter the extension Username, tick the checkbox for entering the Password (copied in Step 6) and click on Connect.

Step 18: Now your VPN is connected and you can proceed with the Smartflo extension login.

Step 19: Open the Smartflo Softphone app, enter the user's smartflo Username and Password and click on Login.

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Note: The Agent extension should be enabled.

Step 20: Now you can start calling. Refer to the below screenshot to learn more about the Smartflo softphone feature.

a. Change your country code.

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.

• 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. View FAQs to clear common doubts.

c. Click to log out from the Smarflo Softphone