Set up calling from your browser and your cell phone
Decide how the browser softphone behaves for you, set the access code for recorded calls from your own cell phone, and choose what happens when you click a phone number or email.
Select your picture or initials at the right end of the top bar, select Profile, then choose the Calling tab. The page address is /profile/calling. The tab only appears when your role can make or see calls.
Everything saves as soon as you change it; a small Saved shows on the card.
Steps
- Under Softphone behavior, set how calling in your browser works for you:
- Enable browser softphone: Disabled removes the phone from Nova and stops its call alerts until you turn it back on.
- Auto-connect on sign-in: leave it Enabled if you take calls as soon as you sign in.
- Remember last status: keeps you on Away or Do Not Disturb between visits instead of resetting.
- Default availability: the status you start in when Nova cannot restore the last one. Available suits most people.
- Decline behavior: what a quick tap on decline does, Immediate or Ring Out.
- Enable on mobile and tablet web: shows the softphone on a phone or tablet browser. It is off by default to save room.
- Under Recorded calling from your phone, set up calling from your own cell phone through a company line. Choose your number in Verified caller phone.
- Type an Access code of digits and repeat it in Confirm access code. The card says how many digits your company asks for (up to 12).
- Press Save code. Nova says "Dial-through access code saved."
- Under Dial-through profiles, read how to call: Call this is the number you dial, Customer sees is the number your customer sees, and Callbacks is where their call-backs go. Dial it, enter your access code, then the number you want to reach. The call is recorded like any other company call.
- Under Phone and email launch behavior, choose what happens when you click a phone number or an email address, separately for Desktop phone links, Mobile phone links, Desktop email links and Mobile email links: Nova's own Browser softphone or Nova inbox composer, or your device's System phone app or System mail app. The first choice in each list keeps your company's setting.
What you see
- The cards across the top of the dial-through section show whether Organization access is on, how many profiles are ready, and your access code's length and last use.
- Once saved, your number is listed under Your credentials. Rotate code replaces the code; Disable turns off calling from that number after you confirm Disable access.
If something looks different
- The dial-through section says to add and verify a phone first: add a number that takes calls and verify it on the Contacts tab (Add, verify or change your email and phone).
- It says your role cannot use it, or it is not enabled: ask your admin. They manage it under Cellular Dial-Through (Check cellular dial-through readiness and staff access).
- Your credential shows "Locked until" a time: too many wrong codes. Wait, or ask your admin to unlock it.
- You forgot your code: Nova cannot show it again. Type a new one and press Rotate code.