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JustCall Tutorial & Full Demo 2025: Navigating the Interface & Customizing Settings
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JustCall Tutorial & Full Demo 2025: Navigating the Interface & Customizing Settings

Getting Started with JustCall: Interface Overview

Introduction to JustCall

  • The video series will focus on using JustCall for sales calls, starting with an overview of the interface and settings.
  • Users can log in to the JustCall site with their credentials, leading to a dashboard that resembles the one shown in the video.

Dashboard Features

  • In the top right corner, users can access settings including notifications and working hours. Setting working hours is crucial for managing inbound calls effectively.
  • Users can customize their working hours and add multiple time slots to control when they receive incoming calls; this does not affect outbound calling capabilities.

Account Settings

  • The settings menu allows users to change account details, set up two-factor authentication, and adjust dialer appearance. Most default settings are recommended to remain unchanged.
  • Incoming calls can be received through three methods: Chrome extension, desktop app (downloadable), or web dialer. Users can manage preferences for how they receive these calls.

Voicemail Management

  • Voicemail drops allow users to upload pre-recorded messages for use during calls. A tutorial on recording voicemails will be provided in a later video.

User Account Management

  • The presenter mentions potential differences in screen options due to being the account owner; future changes will transfer ownership of accounts as needed.
  • The availability status affects call reception; setting it to unavailable means incoming calls go directly to voicemail without interrupting ongoing tasks.

Downloading Apps and Metrics Overview

Application Downloads

  • Users can download necessary applications from a specific icon on the dashboard if they need them after changing devices. iOS and Android apps are available in respective app stores.

Call Metrics Insights

  • The dashboard displays metrics related to call activity, which helps users track their performance over time based on test calls made during setup.

Using JustCall Effectively

Ensuring Functionality

  • To make outbound calls using JustCall's Chrome extension, users must ensure it's active; even outside of JustCall's main interface, functionality remains accessible.

Contact Interaction

  • When looking up contacts within Keep records, icons next to phone numbers indicate available actions such as returning missed calls or sending texts back directly from recent interactions.

How to Use the JustCall Cloud Phone App

Overview of the JustCall Cloud Phone App

  • The speaker introduces the functionality of the JustCall app, emphasizing its recognition by Keep and its capabilities for making calls and sending text messages.
  • The app can be downloaded from both Apple and Google Play stores, allowing users to make calls without being tethered to a computer.

Setting Up the Mobile Experience

  • After downloading, users log in to access a dialer interface similar to that on their computers, facilitating easy contact management.
  • Initial integration with Keep syncs 100 contacts every five minutes; full database access may take up to an hour after setup.

Features of the Dialer

  • Users can initiate calls or send texts directly from their contact list within the app, which integrates seamlessly with Keep.
  • The app displays online team members' availability for quick communication and collaboration.

Messaging Capabilities

  • Incoming and outgoing messages are organized in inboxes per number, providing clarity on communication history.
  • Users can choose whether to call using a default number or their personal number based on preferences set in the app.

Text Messaging Functions

  • Sending text messages is straightforward; users select contacts and customize messages before sending them out.
  • Saved replies feature allows users to quickly send common responses or promotional links, enhancing efficiency in communication.

Advanced Messaging Options

  • Users can schedule texts for future delivery, upload media attachments, and personalize messages with emojis for better engagement.

Utilizing Saved Replies

  • The desktop application mirrors mobile features; saved replies are specific to phone numbers but can be customized by sales reps as needed.

Customizing Communication Templates

  • Sales representatives have the ability to create new replies tailored for specific contexts or frequently asked questions.

Scheduling Messages Effectively

  • Users can set date ranges for message delivery, ensuring timely communication even when busy.

This structured overview captures key functionalities of the JustCall Cloud Phone App as discussed in the transcript while linking each point back to its corresponding timestamp for easy reference.

Making Calls and Managing Follow-Ups

Initiating a Call

  • The process begins by clicking the call button, which pulls the selected number into the dialer. Users can easily switch to messaging if they clicked the wrong number.

Features During a Call

  • After dialing out, users can answer and mute calls to explore features like note-taking and voicemail options.
  • Options available during a call include mute, hold, transfer, or keypad access.

Note-Taking Functionality

  • An icon in the top right allows users to take notes during calls; these notes will be saved for future reference after hanging up.
  • Once the call ends, any notes taken are automatically pulled into the record for easy access.

Categorizing Call Outcomes

  • Users categorize calls based on outcomes: "Not Interested," "No Answer," "Thinking About It," or "Wrong Number."
  • If a sale is made (e.g., selling skincare products), it’s noted accordingly; otherwise, users select from other categories based on conversation context.

Sending Follow-Up Messages

  • After discussing potential interest with a client, users can send follow-up text messages with links or promo codes as needed.

Scheduling Follow-Up Calls

  • Users can schedule follow-up calls directly after ending an initial call to maintain organization and context for future conversations.
  • Notes taken during calls help provide context when following up later; this enhances customer experience by referencing previous discussions.

Logging Calls Efficiently

  • The system logs calls without needing additional forms; all information is captured through tags applied during interactions.

How to Record and Upload Voicemail Messages

Overview of Voicemail Recording Process

  • The process involves closing out the current task and moving on to the next, where you will learn how to record a voicemail message and upload it to your account.
  • Two types of voicemails are discussed: incoming (when someone calls you) and outgoing (voicemail drops). Recording can be done using an MP3 file or a recommended website.

Tools for Recording Voicemails

  • A specific website is suggested as a free tool for recording voicemails if you lack the ability to create MP3 files directly on your computer.
  • When recording, ensure that your best audio quality microphone is selected. The site will prompt for microphone access before starting the recording.

Steps for Creating an Incoming Voicemail

  • After recording, save the voicemail as an MP3 file. You can listen back to it before uploading.
  • Use a Chrome plugin for easy access to your dashboard without needing to log in each time.

Setting Up Incoming Voicemail Messages

  • Navigate to 'Phone Numbers' in your dashboard; select your number and go into custom greetings settings.
  • Set up two versions of voicemail messages: one for regular hours and another for after business hours based on when you're available.

Managing Outgoing Voicemails

  • For outgoing voicemails (voicemail drops), navigate through settings where you can upload pre-recorded messages without waiting for the beep.
  • Choose a clear naming convention for these messages so they are easily identifiable during use.

Demonstration of Voicemail Drop Functionality

  • A demonstration is provided showing how to call yourself and execute a voicemail drop once reaching voicemail, illustrating practical application of recorded messages.
Playlists: JustCall Tutorials
Video description

Welcome to our JustCall tutorial and full demo video. 👉‍ JustCall 14-day free trial (PRO version): https://businessolution.org/get/justcall/ Recommended videos: ▶ JustCall Review: https://youtu.be/Fyfr8zOEYKI ▶ 7 Best Auto Dialer Software: https://youtu.be/JAudnqO9zJE ▶ 7 Best Call Center Software: https://youtu.be/fAhxtelyJXs Welcome to our video series on using JustCall for your sales calls. In this video, we'll walk you through the interface and where to find all your settings. To get started, visit the JustCall website and log in with your credentials. Once logged in, you'll see a dashboard similar to what we're showing on screen. In the top right corner, you'll find an icon resembling a silhouette, where you can adjust settings, manage notifications, and set your working hours. This feature is especially useful for handling inbound calls, ensuring they go straight to voicemail outside of your working hours. You can customize your hours and add multiple time slots to manage your availability. The settings menu also allows you to change account details, set up two-factor authentication, and customize your dialer appearance. You can manage how you receive incoming calls through the Chrome extension, desktop app, or web dialer. You can turn these options on or off based on your preferences. Voicemail drops are another key feature, allowing you to upload pre-recorded voicemails. We'll cover this in detail in a later video. You can also see metrics about your calls on the dashboard, helping you track your performance. For mobile users, the JustCall app is available on iOS and Android. This app lets you make and receive calls from your phone, ensuring you stay connected even when away from your computer. The app syncs with your Keep integration, allowing you to access your contacts and manage calls efficiently. In the next video, we'll show you how to make calls using the dialer and send text messages, both from the desktop and mobile apps. We'll also demonstrate how to record and upload voicemails and leave voicemail drops with prospects. Stay tuned for more tutorials on getting the most out of JustCall for your sales operations.