How to Use the Clarity Desktop Pro Phone (CDP)
Clarity Desktop Pro (CDP)
The Clarity Desktop Pro softphone is available for both Windows and Mac desktop and laptop computers. This softphone is available as an add-on to your services.
Some voice features included with the softphone are:
- HD Voice and Conference Calls Using G.722
- Single Click-to-Call
- Speakerphone and Mute
- Assisted Transfer and Blind Transfer
- 3-Way Calling
- Hold
- Sound Alerts for Incoming Calls
- Missed Calls Indicator
- Voicemail with Message Waiting Indicator (MWI)
- And much, much MORE!
How Do I Install CDP?
After you have added the CDP add-on service for your Users, each User will receive a personalized email invitation from "no-reply@counterpath.com". This invitation will include the Username and Password information, and the link to our downloads. (https://clarityvoice.com/clarity-desktop-pro/)
Instructions
- Click on the download link for your computer (either Windows or Mac).
- For Windows, doubleclick the Setup Wizard Installer if it does not open. It will begin installing.
- For Mac, drag the icon to the Applications folder to install.
- Once complete, you can open CDP from its downloaded location.
How Do I Login to CDP?
After you have added the CDP add-on service for your Users, each User will receive a personalized email invitation from "no-reply@counterpath.com". This invitation will include the Username and Password information, and the link to our downloads.
- Your Password for CDP is separate from your Portal/Mobile App credentials for security purposes. You may change your password to CDP at any time without affecting your Portal credentials.
Instructions
- Open CDP from its downloaded/saved location.
- If you need to locate downloaded location, you may search in your computer for "Clarity Desktop Pro".
- Once located, it is recommended that you save/pin CDP to an easy location.
- Login to CDP using the credentials that were emailed to you. You can change the password at any time.
How Do I Change My Password?
- If you have not yet logged into CDP, you may click forgot your password.
- If you are already logged into CDP, click the User Portal icon. A docked User Portal will open.
- Click the detach window icon if you would like a larger version. Enter your current credentials, then click Change Password.
CDP Controls
Making and Taking Calls with CDP
- Make a call by entering the internal extension or external phone number you wish to dial. Press the green handset icon to connect the call. Press the red handset icon to hang up the call.
- To answer an incoming call, click the green handset icon. Press the red handset icon to reject the call.
Call Options
When in the call, you will have several options, including: hold, conference, transfer, and more.
How Do I Transfer a Call?
- When you are in an active call, you have the option to Transfer the Call to another number or Extension.
- If you choose Transfer Now, the call will immediately forward to the chosen number. Blind transfer is sometimes referred to as a “cold” transfer.
- Blind transfer is often used when the other party is expecting the call or when the caller needs to be transferred to another department.
- If you choose Call First, your call will switch to a pending transfer so that you can speak to the other party before you send the call to them. Assisted transfer is sometimes referred to as a “warm” transfer. Choose Transfer Now when you are ready to complete the transfer of the call.
- Assisted transfer is often used when the other party needs additional information before the call is transferred to them.
How Do I Conference Calls or Handle More Than One Call?
- To start a conference call, while on an active call, click the 3-dot menu. Select Invite to Conference Call. Enter the internal number or 10-digit external number of the person you wish to add to the conference call, then click Add. The additional person will automatically be added to the conference.
- If you need to make an additional call while already on a call, enter the internal extension or external phone number in the Make a Call box above. Press the green handset icon, and the first caller will automatically be placed on hold. When you are ready to take the original call off hold, just click the play arrow icon.
How Do I Access My Voicemail?
- The red notification dot on your voicemail icon will indicate if you have a new voicemail message. Click the voicemail icon to access your voicemail message.
- CDP will dial into your voicemail box. Enter your Voicemail Access PIN Code, followed by #. Follow the voicemail menu to listen/save/delete your messages. Press the red handset icon to hang up the call after listening to your messages.
What About the Additional Options?
- Contacts – Can be imported but will not automatically sync with the Clarity Portal. Contacts can be added through CDP.
- Online Status – Use the Clarity Portal for your Online Status.
- Video Calling – Use the Clarity Video Anywhere (CVA) product for video calls.
How Do I Get CDP for My Domain?
Just contact your Account Executive at 800-786-6160 for a Quote!
Prefer to contact us another way? You can also contact us by email or by request form!
By Request: Request Form.
How Do I Add Additional CDP Users for My Domain?
Just contact your Account Executive at 800-786-6160 to add additional add-on Users!
Prefer to contact us another way? You can also contact us by email or by request form!
By Request: Request Form.
How Do I Download the Latest Version?
If youalready have the Clarity Desktop Pro add-on plan and need to download the latest version for your Agents, click below:
Click here to access the download page: Clarity Desktop Pro.
How Do I Get Support for My CDP?
We are here to answer your questions and provide specialized support.
Just give our Customer Service Team a call at 1-800-676-3995. If you prefer to contact us another way, click here to open a Ticket Request.
Need More Information About Your Extension Options?
Try our Portal Guides! Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section.
Admin/Manager Guides
Admin Guides include both Admin/Manager capabilities and Extension Options.
- "Office Manager" Admin Guide
- "Advanced User" Admin Guide
- "Call Center Supervisor" Admin Guide
- "Site Manager" Admin Guide
Only have access to your own Extension?
Your Extension has access to Voicemail, Profile Settings, Extension Routing, and more!
Want to learn more about CDP or our other phone options?
Give our Customer Service Team a call at 1-800-676-3995! We are available Monday-Friday 8am-9pm EST.
We’re here to help you find better, easier ways to run your business.
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