This guide will walk you through how to enable the click-to-dial feature, allowing you to call right out of Builder Prime. This guide includes help for Windows and Mac setup, for both RingCentral and Aircall.
With click-to-dial turned on, you can click a linked phone or fax number from any website or text message to place a call directly from your browser.
To use click-to-dial, make sure:
- You have set RingCentral or Aircall as your default dialing app (see the bottom of this article for help with this)
- You may need your company Admin to make changes to the application or your PC/Mac
Setting up click-to-dial with RingCentral
- Go to Settings in the left navigation bar.
- Click the Phone tab.
- Under General, turn on Use RingCentral for click to dial and fax.
- Set RingCentral as your default app for click-to-dial.
Using click-to-dial with RingCentral
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Make sure you’re signed in to the RingCentral app on your desktop.
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From any website or text message, click a number you wish to call.
- On the Make a call from popup, select RingCentral to open the dialpad and automatically make a call.
How To Use Aircall’s Browser Extensions
Aircall’s Power Dialer and Click-to-Dial features help outbound calling teams connect with customers faster by identifying phone numbers on a webpage and adding them to your Aircall phone or to an automated calling queue.
Formerly available only on Google Chrome, you can now launch Aircall’s Click-to-Dial and Power Dialer features through browser extensions on Chrome and Microsoft Edge!
To start, you will need to install the Aircall Extension on either Google Chrome or Microsoft Edge.
Please note that your experience using the extension on Microsoft Edge may slightly differ from Google Chrome.
To activate the extension, please click on the Aircall Extension icon on the navigation bar of your browser (upper right-hand corner), then login with your Aircall credentials.
After logging in, you will see two screens, each of which can be opened and closed as necessary.
For more on Aircall, watch their help video here: https://www.loom.com/share/15ef1e36dfeb4050a8f954d80abbd55c?t=20
Setting default app for click-to-dial/fax on Windows
- Open Windows search and enter Protocol in the search field.
- Select Choose a default app for each link type (in Windows 10, it will be Choose a default app for each protocol).
- Scroll to CALLTO and click Choose a default.
- If you already have a default app, click the app icon.
- In the Choose an app window, select your preferred app, then click OK.
- Scroll to FAX and click Choose a default.
- If you already have a default app, click the app icon.
- In the Choose an app window, select your preferred app, then click OK.
Setting default app for click-to-dial/fax on Mac
- Open the FaceTime app.
- Click the FaceTime menu.
- Click Preferences. Note: You’ll need to be signed in with your Apple ID to access the Preferences menu.
- For Default for calls, select your preferred app.