How to set up a remote call team with a browser phone

Remote calling teams are common now. With a browser phone you do not ship desk phones or configure equipment. People sign in and call.

What each person needs

• A computer with Chrome or Edge.
• A headset with a microphone.
• A stable internet connection, ideally wired or strong Wi-Fi.
• A quiet space for calls.

Setup checklist

1. Choose the plan for the country where your customers are.
2. Add one user for each person, each with their own login and number.
3. Choose add-ons such as call recording if you need them.
4. Share your scripts and call outcome list.
5. Agree how follow-ups are set and reviewed.
6. Run a short test call with each person before they start.

Run the team well

Hold a short daily check-in. Look at call logs and outcomes weekly. Listen to a few recorded calls with each person, where recording is on, and give friendly coaching.

Prepare for problems

• Keep a mobile hotspot as a backup.
• Test the microphone before a long calling session.
• Have a simple way to reach support if something fails.

Check the system requirements before you start, and see our docs for step-by-step help on every screen. Our team plan page shows how pricing works as you grow.

Related: how to track call metrics.

Onboarding a new person

1. Create their user and number.
2. Send the login details and the system requirements.
3. Walk through the dialer and the call outcomes together.
4. Share the scripts and the follow-up rules.
5. Listen to their first calls and give friendly feedback.

Keeping a remote team connected

Calling can feel lonely at home. Short daily check-ins, shared wins and quick coaching sessions keep standards high and morale up. Use call logs to praise good work as well as to find problems. A well-run remote team often matches or beats an office team.