# 5-Minute Quick Start **Welcome!** This guide gets you from zero to handling your first call in just 5 minutes. Let's go! ## What You'll Learn By the end of this guide, you'll know how to: * Access Easy Calling in Microsoft Teams * See incoming calls and caller information * Answer, transfer, or send calls to voicemail * View your call history * Take quick actions after a call *** ## Step 1: Open Easy Calling (30 seconds) **Where is it?** Easy Calling lives right inside Microsoft Teams. 1. Open **Microsoft Teams** (desktop or web) 2. Look for the **Apps** icon in the left sidebar (it looks like a grid of squares) 3. Search for **"Easy Calling"** 4. Click to open **Pro Tip:** Pin Easy Calling to your sidebar for instant access. Right-click the app icon and select "Pin."
Easy Calling app in Teams sidebar

Pin Easy Calling to your Microsoft Teams sidebar for one-click access

*** ## Step 2: Understand Your Dashboard (1 minute) **What am I looking at?** Your Easy Calling dashboard has three main areas: ### Incoming Calls (Top Section) Shows all calls currently ringing or waiting in queue. You'll see: * **Caller's name/number** (if available in your directory) * **Which queue** the call came through * **How long** they've been waiting * **Quick action buttons** (View Details | Request Call | Direct Transfer | Transfer to Voice App | Reject Call | Force Cleanup) ### Call History (Middle Section) Your complete call log with color-coded indicators: * **Green** = Answered calls * **Red** = Missed calls * **Yellow** = Voicemail left ### Team Status (Agent Panel) See which team members are: * Available (green) * Away (yellow) * On a call / busy (red) * Offline or opted out (gray) *** ## Step 3: Handle Your First Call (2 minutes) **A call is coming in! What do I do?** ### Option 1: Answer the Call 1. When a call appears in your dashboard, you'll see a **notification** in Microsoft Teams 2. Click the **"Answer"** button (or answer directly from the Microsoft Teams notification) 3. The caller information appears on your screen 4. **That's it!** You're now on the call **What you'll see during the call:** * Caller's name, number, and company (if available) * Call duration timer * Notes section (type notes that save automatically) * Quick action buttons ### Option 2: Transfer the Call Not the right person for this call? No problem. 1. Click the **"Transfer"** button on the incoming call card 2. Choose either: * **Direct Transfer** → Select a specific person * **Transfer to Voice App** → Send to another call queue 3. Click **"Transfer"** 4. The call is routed immediately – no awkward "let me transfer you" delay ### Option 3: Send to Voicemail Can't answer right now? Send it to voicemail. 1. Click the **"Send to Voicemail"** button on the call card 2. The caller hears your voicemail greeting 3. You get a notification when they leave a message 4. Listen to the voicemail later from your call history *** ## Step 4: After the Call (1 minute) **The call ended. Now what?** Easy Calling makes follow-up effortless. When a call ends, you'll see the call appear in your **Call History** with these quick actions: ### Send an Email Click the **envelope icon** to send a follow-up email to the caller – it pre-fills their email address if available. ### Create a Task Click the **task icon** to create a reminder in: * **Microsoft Planner** (shared team tasks) * **Microsoft To-Do** (your personal task list) The task automatically includes the caller's information and call notes. ### Save as Contact Click the **person icon** to save the caller to your personal contacts–perfect for recurring callers. ### Listen to Voicemail If they left a voicemail, click the **play icon** to listen. *** ## Step 5: Explore Your Call History (30 seconds) **Need to find a past call?** Your call history is powerful. 1. Navigate to the **"Call History"** section 2. Use the **filters** at the top: * Filter by date range * Show all calls * Show only missed calls * Show only voicemails * Show missed calls + voicemails * Show On-Call queue only 3. Click any call to see full details, notes, and available actions **Pro Tip:** Use the **search bar** to find calls by name, number, or even keywords in your notes.
Call history with filters

Filter your call history to find exactly what you need

*** ## Quick Tips for Success ### Do This Right Away * **Pin Easy Calling** to your Microsoft Teams sidebar (right-click → Pin) * **Turn on notifications** in Microsoft Teams settings so you never miss a call ### Level Up Your Skills * **Add notes during calls** so follow-ups are easier * **Check call history daily** to ensure no missed calls slip through ### Common Questions **Q: What if I don't want to receive calls right now?** **A:** You can opt-out of the call queue – see [Call Management ](/feature-categories/call-management.md)(7. Agent Opt-in/Opt-out) **Q: Can I use Easy Calling on my phone?** **A:** Yes! Easy Calling works in the Teams mobile app and as a standalone web app – see [Progressive Web App Guide](/getting-started/progressive-web-application-and-agent-overview.md) **Q: What if I accidentally decline a call?** **A:** No worries! The call returns to the queue and another agent can answer, or it goes to voicemail if no one's available. *** ## What's Next? Now that you know the basics, explore these guides to become an Easy Calling pro: * [**Best Practices – Call Life Cycle**](/getting-started/best-practices-call-life-cycle.md) – Step-by-step guide for handling calls * [**Day in the Life: Contact Center Agent**](/user-guides/contact-center-agent.md) – See how agents use Easy Calling all day * [**How-To Guides**](/features-and-how-to/easy-calling-in-microsoft-teams.md) – Master specific features like transfers, voicemail, and more * [**Tips & Tricks**](/user-guides/tips-and-tricks.md) – Work smarter, not harder *** ## Need Help? * [**Frequently Asked Questions**](/troubleshooting-and-support/faqs.md) – Quick answers * [**Contact Support**](/troubleshooting-and-support/support.md) – We're here to help **You're ready to start!** Open Easy Calling and handle your first call with confidence. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.easycalling.easyplatform.app/getting-started/quick-start-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.