XCALLY Phonebar: Overview

Owned by XCALLY Knowledge (Unlicensed)
Last updated: Apr 15, 2024 by Product Knowledge
4 min read

 What’s about

The XCALLY Phonebar is an always-on-top application used by the Customer Care Agents to manage Inbound and Outbound calls.

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Requirements

General Requirements

  • XCALLY Phonebar is available for XCALLY Agents only, and not for Users

  • The Agent’s PC must be able to reach the following XCALLY server ports:

    • TCP: 443, 5060, 5061

    • UDP: 5060, 5061 and the whole range from UDP 10000 up to 20000 included

    • ICMP: you need to be able to ping your XCALLY server from the Agents' computers

  • The XCALLY Phonebar can be installed only by administrators

Software Requirements

These software requirements are necessary to install the XCALLY Phonebar Application:

  • Operating System: Phonebar works from Microsoft Windows 7 onwards. We suggest to use Windows 11, or at least 10

  • Processor: at least Pentium Intel Core i3

  • Memory: at least 4 GB RAM

  • Connection: IP network connection (broadband, LAN, wireless)

  • Audio Device: Internal or USB headset

Multimedia Device Requirements

In order to manage calls with the XCALLY Phonebar, both speakers and a microphone are required.
Any of the following configurations can be used:

  • External speakers and microphone

  • Built-in speakers and microphone

  • Dual-jack multimedia headset

  • USB multimedia headset

  • USB phone

Older versions of Microsoft Windows:

 

image-20240103-160725.png

You can enable the .NET Framework 3.5 through the Windows Control Panel. This option requires an Internet connection.

  • Press the Windows key Windows on your keyboard, type "Windows Features", and press Enter. The Turn Windows features on or off dialog box appears.

  • Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box, select OK, and reboot your computer if prompted.

You don't need to select the child items for Windows Communication Foundation (WCF) HTTP Activation and Windows Communication Foundation (WCF) Non-HTTP Activation unless you're a developer or server administrator who requires this functionality. If you encounter errors during the .NET Framework 3.5 installation, please refer to the following pages:

Installation Procedure

Video Tutorial

https://app.guidde.com/share/playbooks/uWDEd9SKKm98GnQAt9Tbxy?origin=3wPlti10dEfOGQjG7BKQvB2q4IC3

 

  • Download the setup at this link. The installer will first check for Software requirements or will attempt to download and install them. Then, download and run.

  • At the end of the download, follow the Phonebar installer procedure which will start automatically, by selecting the folder for the installation. To make the maintenance easy, change the destination folder only if strictly required. Then, click Install to proceed.

  • If the PC is running the Windows Firewall, you may be asked whether to allow the XCALLY Phonebar application to connect. In this case, select Allow Access.
    If your PC hosts a different firewall, the prompts and method for allowing connection might differ.
    Please, note that this is relevant only if the remote control is enabled.

  • At the end of installation process, you can launch XCALLY Phonebar

Silent Installation Procedure

  • Download the setup at this link, using Google Chrome, Firefox or MS Edge.
    XCALLY Phonebar is not available on macOS, but if you use Safari browser, you must rename the file from Setup.msi.exe to Setup.msi

  • Access computer terminal, for example Windows PowerShell

  • Enter the folder where the .exe file has been downloaded

  • Run the command /SUPPRESSMSGBOXES /VERYSILENT /NORESTART

How to run the XCALLY Phonebar

Open the XCALLY Phonebar by clicking on the shortcut icon on the desktop

After the Phonebar has been opened, enter the information necessary to login:

  • Host: Enter the IP address of the XCALLY Sever, using either your Motion IP address or the FQDN

  • Username: Enter the user’s XCALLY Agent Name (i.e. Mary Lion)

  • Password: This should match the User’s XCALLY Agent Password

 

 

 

 

 

If all the requirements are met, the XCALLY Phonebar will appear as shown below:

Troubleshooting

When an issue related to the Phonebar occurs on the Agent’s PC, the first action is checked the Phonebar log files.

Default XCALLY Phonebar log file is located at:  
%USERPROFILE%\xCALLY\Logs, for example This PC/Local Disk (C:)/Windows /Users/Name of user/XCALLY/Logs

If you find any technical problem running or login, please check our articles about XCALLY Phonebar published in Knowledge Base:

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