In today’s fast-paced business environment, seamless communication isn’t just a convenience - it’s a necessity. However, just like any tool, the Telephone module works best when certain requirements are met. To help you get the most out of it, we’ve created this checklist. By ensuring you have the right equipment, setup, and connection, you’ll experience clear audio, fewer interruptions, and a more efficient calling experience.

1. Input and Output Devices
   • Stand-alone Microphone and Speaker combo
   • Headset (preferably USB for clarity and stability)
2. Supported Web Browser
   • Google Chrome
3. Computer - Desktop or Laptop
   1. Minimum Hardware Requirements

      • Processor: Dual-core CPU or higher.

      • Memory: At least 4 GB RAM.

      • Operating System: Windows 10+, macOS 10.13+, or equivalent.

   2. Internet Connection
      • At least 2 Mbps upload and download for stable call quality.
4. Give Admins Access to Incoming Calls
   • In P3, administrators fall into two categories with respect to Telephone Integration:
     1. Customer-Facing Admins
        • These administrators are responsible for receiving and handling incoming customer calls.
     2. Non-Customer-Facing Admins
        • These administrators are not expected to interact directly with customers but may require access to internal (interoffice) calls.
   • For Customer-Facing Admins, incoming call access must be enabled. Follow the steps below to configure this setting:

     1. Navigate to Settings.

     2. Select Users > Admin Users.

     3. Open the 3-dot menu next to the relevant admin and choose Edit.

     4. In the Telephone Integration section, locate "View Incoming Calls?"

     5. Set this option to Yes, then click Save.

5. Call Dashboard Summary

   • Keep the Call Dashboard Summary open at all times while using the Telephone module to ensure you don’t miss incoming calls and can easily track ongoing activity even when user is not customer-facing.