Agent (VoIP)

Handle Agent is a small lightweight desktop application for Windows. It runs in the system tray and allows you to search and interact with accounts and prospects without the need for an open browser window.

If integrated with your phone system, Handle Agent can respond to incoming calls and call transfers with an on screen pop-up, commonly referred to as a “Call Pop” or “Screen Pop”, which displays the account information of the person calling.

Handle Agent is available to all Handle customers and users.

Integration with your phone system is available to Handle Platinum customers.

  1. Keyword Search (VoIP Agent)
  2. Agent – Creating Activity
Frequently Asked Questions
  1. How do screen pops work with the Handle agent?
  2. How do I install and setup the Handle Agent? 
  3. How do I setup Handle with my phone system? 
  4. Can I customize the information that’s displayed when someone calls?
  5. What if a call comes in and is not found in Handle?
  6. Can I search and find the same information that’s in the desktop version? 
  7. What account information is available? 
  8. Can I change the layout of the account screen? 
  9. Can I update or add information to an account or prospect using the Agent, like a sales call or a note? 

Download VoIP Agent PDF

customertraxAgent (VoIP)