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Cisco Webex Receptionist - Getting Started

Summary

The Receptionist Client is a web-based tool that combines your desk phone with a desktop interface and enables you to process calls to users within your organization. You can screen incoming calls, manage calls and contacts, and monitor calls in a queue.

Sign In to the Dashboard

Access Receptionist from the Calling User Portal. Once signed in, the display panes in the dashboard allow you to:

  • View global messages, application settings, and information about your user account and call state.

  • View and change your current settings.

  • View and manage active calls from the calls console.

  • Create and manage contacts.

  • Monitor and manage queued calls from the queued calls pane.

1

Go to https://settings.webex.com and select Webex Calling.

2

From the Calling User Portal, go to My Apps.

3

Click Receptionist.

4

Choose the Cisco sign-in option.

Take a look at the video below on how to sign in to Receptionist and get a glimpse of the portal.

Manage Your Contacts

You can create and manage contacts within Receptionist to easily make calls to stored numbers. Once you create a contact, you can update, delete, monitor a contact statically (used if you monitor the same contacts daily), monitor a contact dynamically (used to view selected contacts on an as-needed basis), and add a note to the contact.

The maximum number of contacts you can monitor statically is 200. The maximum number of contacts that can be monitored dynamically is 100.

 

 

1

From the contacts pane, select the Personal tab.

2

Click the Edit icon to add, update, or delete a personal contact.

3

To add a note to a contact, select the contact and click Notes.

 

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