2.2. Freedom CTI Menu

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Here is how to navigate the menu in the Freedom CTI.

Make sure to scroll to the sides to see all the tabs (use the arrows < >)

Takes you back to the Home screen. This can also be achieved by clicking from other screens.

The Wrap-Up screen holds any wrap-ups that were not completed and were saved for later. For more information, see Wrap-Ups guide.

Natterbox interface displaying call wrap-ups with timestamps and durations for two calls.

This is a summary page for your recent calls and you can click the arrow coming out of the box (right of the window) to pop the Salesforce task record.

Natterbox interface displaying recent activities with timestamps and action icons.


Once a wrap-up is saved, it moves to the Activities tab (because a task record is created).

Here you can see summary details of calls you made, received and missed (note you can see which calls have been recorded from the “REC” button). You can also use the search bar to find calls by contact name and number:|

Call logs display recent calls with durations and statuses for user review.

You can use the filter to find different categories of calls:

Call logs interface showing recent calls with filter options for call types.

This tab allows you to view personal voicemails directly. For more information, see this Voicemail guide.

The search bar allows you to search and click-to-dial Salesforce Contacts and Accounts as well as internal users and groups / teams. This search functionality is also available while performing a transfer.

The same address book functions can also be used from the Search bar on the Home screen.

Address book interface displaying contact details for Sales and Marc Benioff.

This tab shows what users are available in what group.  See this guide on Groups for more info.

Natterbox interface showing sales group members' availability status and extension number.

This tab allows you to pre-record a message to leave when you reach a voicemail on an outbound call. See this Voicemail Drop guide for more info.

Natterbox interface displaying voicemail drop options and a test voicemail entry.

This tab is for setting caller id, and device to call from. The test echo line and reload call center can be accessed from here as well. See the Freedom CTI Settings article for more info.

Natterbox settings interface displaying caller ID and device options for calls.