> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# RingCentral Embeddable Calling - User Guide

> The RingCentral Embeddable integration allows you to make and receive phone calls directly in your browser without needing a physical desk phone. This guide co…

## 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.

## Requirements

### Browser Compatibility

| Browser     | Desktop    | Mobile     | WebRTC Support |
| ----------- | ---------- | ---------- | -------------- |
| Chrome 90+  | ✅ Full     | ✅ Full     | Full           |
| Edge 90+    | ✅ Full     | ✅ Full     | Full           |
| Firefox 88+ | ✅ Full     | ⚠️ Partial | Full           |
| Safari 14+  | ⚠️ Partial | ⚠️ Partial | Limited        |
| Other       | ❌          | ❌          | Unsupported    |

**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.

### Hardware Requirements

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

## Getting Started

### Step 1: Enable Embeddable for Your Organization

Organization administrators can enable in-browser calling from:

<Steps>
  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**
</Steps>

### Step 2: First-Time Setup

When you first use the calling widget:

<Steps>
  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
</Steps>

### Step 3: Grant Microphone Permission

When prompted by your browser:

<Steps>
  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
</Steps>

## Making Calls

### Click-to-Call

The easiest way to make a call:

<Steps>
  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
</Steps>

**Visual Indicators:**

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

### Using the Dialer

To dial a number manually:

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

### Call Controls During a Call

| Button      | Function                    |
| ----------- | --------------------------- |
| 🔇 Mute     | Mute/unmute your microphone |
| ⏸️ Hold     | Place the call on hold      |
| 🔀 Transfer | Transfer to another number  |
| ⏹️ End      | Hang up the call            |

## Receiving Calls

### Screen Pop Notifications

When someone calls you:

<Steps>
  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
</Steps>

### 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

## Voicemail

### Accessing Voicemails

<Steps>
  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
</Steps>

### Voicemail Notifications

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

## Troubleshooting

### "Microphone access denied"

**Problem:** Browser is blocking microphone access.

**Solution:**

<Steps>
  1. Click the lock/info icon in your browser's address bar
  2. Find "Microphone" settings
  3. Change to "Allow"
  4. Refresh the page
</Steps>

### "Widget not loading"

**Problem:** The calling widget isn't appearing.

**Solution:**

<Steps>
  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
</Steps>

### "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:

<Steps>
  1. Use Chrome or Edge browser
  2. Grant microphone permission
  3. Contact your administrator
</Steps>

### "Call quality is poor"

**Problem:** Audio is choppy or unclear.

**Solution:**

<Steps>
  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
</Steps>

### "Cannot sign in to RingCentral"

**Problem:** OAuth popup doesn't work or errors.

**Solution:**

<Steps>
  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
</Steps>

## Fallback: RingOut Mode

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

<Steps>
  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
</Steps>

**When RingOut is used:**

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

## Tips for Best Experience

<Steps>
  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
</Steps>

## Need Help?

If you continue to experience issues:

<Steps>
  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)
</Steps>

***

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