# 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 ](https://docs.easycalling.easyplatform.app/feature-categories/call-management)(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](https://docs.easycalling.easyplatform.app/getting-started/progressive-web-application-and-agent-overview) **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**](https://docs.easycalling.easyplatform.app/getting-started/best-practices-call-life-cycle) – Step-by-step guide for handling calls * [**Day in the Life: Contact Center Agent**](https://docs.easycalling.easyplatform.app/user-guides/contact-center-agent) – See how agents use Easy Calling all day * [**How-To Guides**](https://docs.easycalling.easyplatform.app/features-and-how-to) – Master specific features like transfers, voicemail, and more * [**Tips & Tricks**](https://docs.easycalling.easyplatform.app/user-guides/tips-and-tricks) – Work smarter, not harder *** ## Need Help? * [**Frequently Asked Questions**](https://docs.easycalling.easyplatform.app/troubleshooting-and-support/faqs) – Quick answers * [**Contact Support**](https://docs.easycalling.easyplatform.app/troubleshooting-and-support/support) – We're here to help **You're ready to start!** Open Easy Calling and handle your first call with confidence.