Applies to: Agents, Supervisors, Admins.
Outcome: Install & sign in, place calls from the extension or web pages, configure settings, and verify everything works.
Time to complete: 5–10 minutes.

Prerequisites

• Feature access: ClickOCall / Web Call is enabled on your account; you have outgoing permission.
• Caller ID: A DID is assigned as your outbound caller ID (per your policy).
• Browser: Latest Google Chrome. Allow pop-ups for sites you’ll call from.
• Microphone (for Web Call): Grant mic permission to the extension / calling tab.
• Compliance: Call only opt-in/consented contacts; no cold calling (per policy/regulation).

1) Install & sign in

1. Install MyOperator ClickOCall from the Chrome Web Store.
2. Click the extension icon (puzzle piece → pin the extension).
3. Click Login and authenticate with your MyOperator credentials.
4. After success, the login tab closes and the extension shows Signed in.

Expected result: Extension badge appears active; phone numbers on pages become clickable.

2) Place calls

A) Dial from the extension

1. Click the extension → type a number (use +countrycode or rely on your Default Country Code setting).
2. Click Call.
3. Confirm any popup prompt to start the call.

Success check: You see a placing/connected state; Calls → Logs shows an Outgoing entry with your DID.

B) Click-to-Call from web pages/CRMs

1. Hover a detected number → click the phone icon that appears.
2. Confirm the call popup.

Tip: If numbers are not detected, ensure the extension is On, the site isn’t paused (see settings), and the number is in a standard format (e.g., +91XXXXXXXXXX).

3) Real-time notifications

• You’ll see browser popups for incoming/outgoing/live call updates.
• Toggle these in Settings → Live Call Notification.

4) Configure settings (gear icon ⚙️ in the extension)

CRM URL placeholders:
Use , in your link, e.g.:

https://crm.example.com/contacts/search?number=&cc=

5) Verify everything works (2-minute test)

1. From the extension, place a test call to a consented number you control.
2. Answer → end the call.
3. Open Calls → Logs and confirm:
• Direction: Outgoing
• Agent: your user
• Caller ID: your assigned DID
• Disposition: completed
4. Browse to a page with a phone number → confirm the phone icon appears and triggers a call.

Troubleshooting & quick fixes

• Extension shows “Login” repeatedly
• Ensure third-party cookies aren’t fully blocked for the login page; retry login.
• No phone icons on web pages
• Extension may be paused (global/domain/URL). Unpause in Settings.
• Site may block pop-ups; allow pop-ups for that domain.
• Call fails immediately
• Confirm ClickOCall/Web Call is enabled and you have outgoing permission.
• Check your DID assignment and try a different destination number (DND/invalid).
• Mic not working (Web Call)
• In Chrome address bar → camera/mic icon → allow microphone for the calling tab/extension.
• Numbers with local format don’t dial correctly
• Set Default Country Code (e.g., +91).
• CRM deep-link doesn’t open
• Validate your URL with placeholders; test it directly in a new tab.

Security & compliance notes

• Use only for business communication with opt-in contacts.
• Respect Do-Not-Disturb and time-of-day norms per your policy/regulation.
• Avoid storing OTPs or sensitive data in URL parameters when configuring CRM links.

Escalation (fast-resolution template)

Subject: Chrome extension help — [login/click-to-call/notifications/CRM link]
Body (copy-paste):

• Account/Company: [ ]
• User(s) affected: [ ]
• Extension version / Chrome version: [ ]
• Steps tried: [login, unpause, pop-ups allowed, mic allowed]
• 3 recent attempts (IST): [time, destination number, outcome]
• Screenshots or error text: [attach]

Send to support@myoperator.co or your Account Manager.