RingCentral Embeddable Calling - User Guide

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Version: 1.0.0
Last Updated: 2026-01-29
Feature: CE-14 RingCentral Embeddable Integration

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Overview

The RingCentral Embeddable integration allows you to make and receive phone calls directly in your browser without needing a physical desk phone. This guide covers everything you need to know to start making calls.

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Requirements

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Browser Compatibility

Note: If your browser doesn’t fully support in-browser calling, the system will automatically fall back to “RingOut” mode, which calls your desk phone first, then connects you to the recipient.

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Hardware Requirements

• Microphone: Required for making calls
• Headset: Recommended for best audio quality
• Stable Internet: Minimum 1 Mbps upload/download

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Getting Started

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Step 1: Enable Embeddable for Your Organization

Organization administrators can enable in-browser calling from:

1. Navigate to Settings → CE Module Settings → Telephony tab
2. Toggle Enable Embeddable Widget to ON
3. Choose your preferred Widget Position (bottom-right is recommended)
4. Click Save

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Step 2: First-Time Setup

When you first use the calling widget:

1. Widget Appears: A phone widget will appear in the corner of your screen
2. Sign In: Click “Sign In” to authenticate with RingCentral
3. OAuth Flow: A popup window will open for RingCentral login
4. Allow Microphone: Grant microphone permission when prompted
5. Ready to Call: The widget shows your extension number when ready

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Step 3: Grant Microphone Permission

When prompted by your browser:

1. Click Allow to grant microphone access
2. If you accidentally denied, click the lock icon in your browser’s address bar
3. Find “Microphone” and change to “Allow”
4. Refresh the page

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Making Calls

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Click-to-Call

The easiest way to make a call:

1. Find a contact or partner with a phone number
2. Click the phone icon (📞) next to their number
3. The call will initiate automatically

Visual Indicators:

• 📞 Phone icon = RingOut mode (desk phone callback)
• 🎧 Headset icon = WebRTC mode (browser calling)

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Using the Dialer

To dial a number manually:

1. Click on the calling widget to expand it
2. Use the number pad or type the number
3. Click the green call button

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Call Controls During a Call

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Receiving Calls

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Screen Pop Notifications

When someone calls you:

1. A notification appears in your browser
2. It shows the caller’s name (if known) or phone number
3. Click Answer to accept in your browser
4. Click Decline to send to voicemail

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Caller Context

If the caller matches a contact or partner in your CRM:

1. A Contact tab appears in the widget showing:
   • Contact name and status
   • Phone and email
   • Recent activities
2. A Partner tab appears if the caller is a partner:
   • Partner name and type
   • Recent referral count
   • Quick link to view full record

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Voicemail

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Accessing Voicemails

1. Click the calling widget to expand it
2. Navigate to Messages section
3. Click on a voicemail to play it
4. Use playback controls to listen

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Voicemail Notifications

• The widget shows a badge when you have unread voicemails
• Check voicemails regularly for important messages

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Troubleshooting

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”Microphone access denied”

Problem: Browser is blocking microphone access. Solution:

1. Click the lock/info icon in your browser’s address bar
2. Find “Microphone” settings
3. Change to “Allow”
4. Refresh the page

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”Widget not loading”

Problem: The calling widget isn’t appearing. Solution:

1. Check your internet connection
2. Refresh the page
3. Clear browser cache
4. Try a different browser (Chrome recommended)
5. Contact your administrator to verify settings

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”Using phone callback instead of browser calling”

Problem: Calls are going through your desk phone instead of browser. Solution: This happens when:

• Your browser doesn’t support WebRTC
• Microphone permission is denied
• Organization has disabled WebRTC calling

If you prefer browser calling:

1. Use Chrome or Edge browser
2. Grant microphone permission
3. Contact your administrator

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”Call quality is poor”

Problem: Audio is choppy or unclear. Solution:

1. Use a wired internet connection instead of WiFi
2. Close other bandwidth-heavy applications
3. Use a headset instead of laptop speakers
4. Move closer to your WiFi router

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”Cannot sign in to RingCentral”

Problem: OAuth popup doesn’t work or errors. Solution:

1. Disable popup blockers for this site
2. Try in an incognito/private window
3. Clear cookies for ringcentral.com
4. Contact your administrator for credentials

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Fallback: RingOut Mode

If in-browser calling isn’t available, the system automatically uses RingOut:

1. Click the phone icon to call
2. Your desk phone will ring first
3. Answer your desk phone
4. The system then dials the recipient
5. You’re connected through your desk phone

When RingOut is used:

• Browser doesn’t support WebRTC
• Microphone permission is denied
• Organization prefers desk phones
• Network issues prevent WebRTC

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Tips for Best Experience

1. Use Chrome or Edge for best browser compatibility
2. Use a headset for professional audio quality
3. Keep the widget visible to see incoming calls
4. Enable notifications in your browser for screen pops
5. Check voicemail regularly to stay responsive
6. Log calls promptly using the disposition workflow

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Need Help?

If you continue to experience issues:

1. Contact your organization administrator
2. Include:
   • Browser name and version
   • Error messages (if any)
   • Steps to reproduce the issue
3. Check the browser console for errors (F12 → Console)

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This guide covers CE-14: RingCentral Embeddable Integration. For technical documentation, see the Platform Telephony README.