Getting Started
Your PBX Account
Your Connect administrator creates a PBX user account for you. Once set up, you'll see a phone icon in the Odoo top navigation bar — this is your phone widget.
Phone Widget
The phone widget is a browser-based phone embedded in Odoo. Click the phone icon in the navbar to open it.
The phone widget uses the Twilio Voice SDK. It connects automatically when you open Odoo.
The phone widget uses Verto WebRTC. Look for the status badge:
- Green (Registered) — Ready to make and receive calls
- Grey (Disconnected) — Not connected to FreeSWITCH
- Red (Error) — Connection problem
The widget automatically reconnects if the connection drops.
The FreeSWITCH widget follows your Odoo interface language — German, French, Italian and Russian translations ship with the module; other languages fall back to English.
The phone widget uses the Telnyx WebRTC SDK and connects automatically when you open Odoo. If the browser suspends a background tab, the phone reconnects when you return without interrupting Odoo with an error dialog.
Widget Tabs
| Tab | Description |
|---|---|
| Keypad | Dial pad for entering phone numbers. |
| Contacts | Search and call Odoo contacts by name. |
| Calls | Recent call history with duration and timestamps. |
| Favorites | Quick-dial saved numbers. |
Making Your First Call
- Click the phone icon in the navbar
- Enter a phone number on the keypad (or select a contact)
- Click the Call button
- Use the in-call controls:
- Mute — Toggle your microphone
- Keypad — Send DTMF tones during a call
- Transfer — Transfer the call to another number
- Hang up — End the call
Receiving Calls
When someone calls you:
- A notification appears with the caller's name and number (if recognized)
- Click Accept to answer or Decline to reject
- If you don't answer, the call goes to voicemail (if enabled)
Click-to-Call
Click any phone number field in Odoo (on partner forms, leads, etc.) to instantly dial that number from the phone widget.
Navigation
| Menu | What You'll Find |
|---|---|
| Connect > Calls > Calls | All your call history |
| Connect > Twilio > Messages > Messages | SMS and WhatsApp messages |
| Connect > Calls > Recordings | Call recordings with playback |
Partner Integration
When you receive a call from a known contact, Connect automatically links the call to their partner record. You can see call and message counts as smart buttons on the partner form.
If a call comes from an unknown number, you can click Create Partner on the call record to create a new contact.