Log in to the client


Note: This article applies to PureCloud Embeddable Framework, PureCloud for Chrome, PureCloud for Firefox, PureCloud for Salesforce, and PureCloud for Zendesk.

You can log in to the client only, or for more functionality, you can also log in to and run PureCloud alongside the client. You can log in to the client and PureCloud in any order.

Tip for PureCloud for Chrome and PureCloud for Firefox users: Before you log in for the first time, confirm that the client points to the correct region for your PureCloud organization. By default, the client points to North America. See Change the region of your PureCloud organization.

To log in to the client, follow these steps:

  1. Enter your PureCloud login credentials.
  2. Click Log In.

    If you are not assigned a phone, you are ready to make and receive non-voice interactions such as emails and SMS messages.  If you have logged in before and already have a phone selected, you are ready to make and receive calls or other interactions. For more information, see Make a call, Send an email, Send an SMS message, and Pick up an interaction

    You can confirm that you do not have a phone assigned two ways. Look for the phone name by clicking Arrow in the upper-right corner of the client or look for the icon indicating no phone at the lower-left corner of the client. You can later select a phone by clicking Select Phone or the icon indicating no phone. For more information, see Select a phone.Select phone option

    To see which phone you have selected, click Arrow in the upper-right corner of the client. The selected phone appears below your email address. In the example, the selected phone is SupportWebRTC.Status list
  3. (Optional) Enter the name of the phone that you want to use. 

    Tip: Before selecting a WebRTC phone, review requirements and other information about WebRTC phones. See About phones.

    The search box automatically looks for a phone as you type. Phones currently associated with other users are not available.

    Phone selection window

    WebRTC phones for Firefox browser users (first time)

    If you use Firefox, when you first select a WebRTC phone, Firefox prompts you to allow the app to use your microphone. Select Remember this decision and click Allow.Firefox dialog about sharing your microphone

    If you do not select Remember this decision and click Allow, then Firefox continues to prompt you, and you cannot pick up incoming calls. 

    After selecting Remember this decision and click Allow, the prompt disappears and you can select a WebRTC phone and settings.

    For next steps about selecting a WebRTC phone, see WebRTC phones.

    WebRTC phones

    Note: Internet Explorer, Microsoft Edge, and Safari do not support WebRTC phones.

    If you select a WebRTC phone, then the WebRTC Settings section appears. The items in the WebRTC Settings section differ depending on the browser and product used.

    In the WebRTC Settings section, you can do the following actions:

    • Select your microphone and speakers.
    • Test your speakers.
    • Change the behavior of the WebRTC Phone window (PureCloud for Salesforce and PureCloud for Zendesk only).

      The Pop WebRTC Phone window setting is selected by default.

    • Test your settings

    The following image shows the available settings in PureCloud for Zendesk in the Chrome browser when selecting a phone.

    WebRTC Settings window

    In the WebRTC Settings section, you can do the following actions:

    • Select your microphone.
    • Change the behavior of the WebRTC Phone window (PureCloud for Salesforce and PureCloud for Zendesk only).

      The Pop WebRTC Phone window setting is selected by default. 

    • Test your settings.

    The following image shows the available settings in PureCloud for Zendesk in the Firefox browser when selecting a phone.

    WebRTC Settings in PureCloud for Zendesk using Firefox

  4. To proceed with the selected phone, click Arrow .

You are now logged in and ready to make and receive calls. For more information, see Call controlsMake a call, Send an email, and Pick up an interaction.

Note to PureCloud for Zendesk users: If you are unable to log in, check with your administrator about the URL used for PureCloud_Environment during installation.

For more information about the integrations, see About the PureCloud browser extensionsAbout PureCloud Embeddable Framework, About PureCloud for Salesforce, and About PureCloud for Zendesk.