Broadsoft

Welcome and Login

At the User login window, enter a valid username and password, as supplied by your service provider and click the "Log in" button:

user login window

Selecting "Auto login" will skip the user login page on subsequent start up of the Go Integrator Cara software client.

Select "Advanced" for more connection options

user login advanced options

Advanced Options

Access Code Reset

To modify the Access Code, click "Reset" and enter the new Access Code.

access code reset

NOTE: this should only be performed on the guidance of your service provider.

Options

Select "Use proxy" and "Ignore invalid certificates" only if required and instructed to by your service provider:

access code reset

First Login Wizard

At the first login after installation, a list of the available telephony devices for your user account will be displayed. Tick the box to enable the device to be available for use. At least one device must be selected and if multiple devices are enabled, the Preferred device can be chosen from the drop down list.

first login wizard 

The selection can be amended after login through Configuration > Devices.

NOTE: The Primary device must be selected for Contacts to be displayed or searched in the Presence window.

If the "Softphone" device is available and is selected, the PC audio device configuration settings will be displayed – choose the appropriate audio devices for microphone, speaker and ringer.

configure audio devices 

If "Teams" is selected, the Microsoft Teams user account will request login confirmation:

teams login window

NOTE: additional configuration is required within Microsoft Teams administration

Importing Data from Go Integrator v3 client

If enabled, Go Integrator Cara can offer to import configuration data from the Go Integrator v3 client. Data that can be imported includes:

  • User login credentials.
  • Presence window Favorites.
  • CRM integrations (including 'controlled' integrations but excluding Outlook Contacts).

user login

Note: integrations that have a 'Plus' version in Go Integrator Cara will still be imported as a V3 integration only, so will need to be configured again manually as a 'Plus' integration if the 'Add Contact' feature is required.

  • On startup, user login credentials will be automatically populated:
  • Next, a prompt will be displayed confirming the CRM integrations discovered from the v3 installation. Click 'Yes' to import to Go Integrator Cara

user login

  • Next, Presence Window contact detection will appear. Click 'Yes' to import to Go Integrator Cara as favorites

user login

  • Following the Presence contact importing, a pop-up message confirms the quantity imported

user login

  • The CRM integrations will initially be 'disabled' and need to be 'enabled' and 'authorized' to complete the process

user login

  • The 'Presence Window' will display the imported contacts as 'Favorites' but will also display the complete User contact list in line with Large Directory Mode settings:

user login

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