Tasks are typically generated automatically when customers reach out through different channels—like calls, emails, or chat. That way, nothing slips through the cracks. But sometimes, you might need to create a task yourself. Let’s say a customer calls with a special request that needs follow-up, like a product customization or a billing question th...

Task comments let you communicate with your colleagues about a task without the customer seeing your messages. Use this guide to learn how to add comments and attachments to a task. Open the task you want to comment on. Click the Comments bar. Enter your comment in the text area. Click Add Comment. (Optional) To include a file, click Add Attachment ...

If you regularly search for the same combination of task types, assignees, or statuses, you can save that filter configuration and reuse it with a single click. That way, you don't have to set up the same criteria every time. Use this guide to learn how to save a filter and load it later from the Tasks panel. Save a filter Click the Search bar at th...

You can belong to more than one Spinoco instance — for example, if you work across multiple companies or divisions. Use this guide to learn how to accept an instance invitation and switch between instances. Open the notification in Spinoco when you receive an invitation to a new instance. Click Accept to join the new instance. Click the Spinoco logo...

Every piece of communication in Spinoco is handled as a task. Understanding how tasks work is the foundation for everything you do in the platform—from answering calls to replying to emails to resolving customer queries. Use this guide to learn what tasks are, how they are assigned, and how to resolve them. What is a task? A task is created every ti...

You can take ownership of an unassigned task or hand a task to a team member at any time. Use this guide to learn how to assign a task to yourself and how to offer a task to another team member. Assign a task to yourself Use Assign to Me to take ownership of a task that is not yet assigned to anyone. Open the task you want to assign to yourself. Cli...

Configuring the WhatsApp Business integration as a service provider is simple—allowing you to adjust response settings and keep conversations running smoothly. Use this guide to learn how to configure the WhatsApp Business integration as a service provider. Note: To configure the WhatsApp Business integration as a service provider, the end-user admi...

Handling calls through the desktop app is simple and streamlined—whether you’re answering a call, making a call, or following up. With quick access to hold, transfer, and keypad options, you can manage every conversation without breaking your workflow. After the call, it’s easy to review recordings, check the transcript, or create a follow-up task—k...

Your status tells Spinoco and your team members whether you are available to receive tasks. Use this guide to learn how to manage your status on the desktop application. Locate the status button at the top of the screen. It displays your name, current status, and an activity timer, and is visible no matter where you are in Spinoco. Click the status ...

Skills are labels that tell Spinoco what type of work each person can handle and what type of work each task requires. Spinoco uses skills to automatically route tasks to the right team member. Use this guide to understand how skills are assigned and how they affect the way tasks are distributed across your team. How skills are assigned to users Eac...

The Items in Log tab shows a complete history of everything that has happened with a task. Use this guide to learn what information is available in the task log and how to access it. To view the log, open a task and click the Items in Log tab. The log displays all actions taken on the task, sorted chronologically with the most recent action at the t...

The communication screen is the first thing you see when you open Spinoco — and it's where all your work happens. Use this guide to learn how to navigate the main sections of the interface. Note: The available features on your desktop interface are dependent on your license type. Top Navigation Bar The top navigation bar gives you access to the main...

Reaching out to customers and external contacts is simple from the Spinoco desktop app—whether you're selecting someone from the address book or dialing a number manually. Use this guide to learn how to place a call to a client or external contact. Place a call from the shared address book In the Search field of the Address Book, enter the contact's...

If you experience issues with your Spinoco version, contact your IT department or administrator. Your administrator or IT department may ask you to confirm which version of Spinoco you are running. Use this guide to learn how to find your Spinoco version. Click the Spinoco icon in the top-left corner of the screen. Select About The App. A dialog app...

Authorizing your WhatsApp Business integration is a guided process—helping you quickly connect your business account, set up your profile, and ensure customers can reach you with ease. When adding your WhatsApp phone number you can choose how you wish to be identified when sending messages. Use a display name only - When selected, WhatsApp generates...

This learning path is designed to guide end users through the Spinoco platform in a logical, confidence-building sequence. Each section builds on the previous one—starting with foundational understanding and progressing into daily workflows and advanced efficiency tools. Audience: Workspace users Goal: Enable users to confidently navigate Spinoco, m...

Authorizing your Messenger integration is quick and straightforward—giving you seamless access to manage your company’s Facebook inboxes through the Spinoco Messenger application. Use this guide to learn how to authorize your Messenger integration as an administrator. Click Settings. Select the mobile icon. Click the plus icon. Choose Messenger Inte...

The Play feature automatically assigns you the next highest-priority task as soon as you finish your current one, so you spend less time finding work and more time completing it. Use this guide to learn how to start Play, work through tasks, and stop Play when you are done. Start Play 1. Click Play in the top-right corner of the Tasks panel.2. Selec...

Incoming calls appear based on your device’s standard interface when supported. iOS users see the native iOS call interface, while Android users see a call notification that may look different from the native Android call interface. Answer a call on iOS device When a call comes in, Spinoco Audio appears at the top of the screen. Answer the call as y...

  Your status appears at the top of the  Home  screen just below your name. To change your status, simply tap the  drop-down arrow and select the status you’d like to change it to. Available statuses: Ready  – Indicates that you are actively working and available to receive new calls, chats, emails, or any other assignments. Busy  – Used when taking...

When emails arrive in shared inboxes like support, sales, or customer service, Spinoco automatically creates tasks so every message gets a timely reply. This keeps everything organized and ensures no emails are missed. Email tasks are especially useful for teams that need to track responses and collaborate on messages. Tip: If you’re new to tasks, c...

Download on an Android phone You can download the Spinoco app using the link in your invitation email or by searching for it in the Google Play Store. The steps below guide you through searching and downloading it from the Google Play store. Open the Google Play Store app on your Android device. Tap on the search bar and type Spinoco. From the searc...

Answering calls on the desktop app is quick and straightforward. Use this guide to learn how to answer and manage an active call on the desktop app. Answer a call on the desktop app To answer an incoming call, press the green answer button. The following options are available while on an active call: Hold – Click the pause button to place the caller...

  Connecting with your customers is made easier with simple task management. Here's a breakdown of how it works: Task creation: Tasks are automatically created when a customer reaches out, whether through phone, email, chat, or other channels. Task assignment: The task is assigned to the right person based on their skills (like tech support or sales...

Monitoring provider and trunk statuses allows you to spot connectivity problems and keep communication running smoothly. Use this guide to learn how you can monitor trunk and provider statuses as a service provider. Click Settings. Select the phone settings icon. Click Providers. Status indicates the connectivity state of a user’s line. Red: Indicat...

Managing your customers’ teams is quick and straightforward—whether you’re inviting new members, updating details, or removing users who no longer need access. With just a few clicks, you can add essential information and make changes as needed. Use this guide to learn how to invite, edit, and delete team members as a service provider, helping to ke...

Authorizing your Gmail integration is simple and secure—enabling secure connectivity through Spinoco’s Mail Gateway for seamless email management. Use this guide to learn how to authorize your Gmail integration as an administrator. Click Settings. Select the mobile icon. Click the plus icon. Choose Mail Gateway. Enter an applicable Label. Complete t...

  There are two ways you can reset a forgotten password. The first one is directly in the Spinoco app and the other is through the Spinoco website. From the mobile app From the app login screen, tap Forgot password?. Enter your email and tap Confirm. An email is sent to your login email address to set a new password. Open the email and click the Set...

  You can install the Spinoco application directly on your Mac desktop device. Go to https://www.spinoco.com/en/for-existing-users. Depending on your Mac’s system, click to download either the MacOS (Intel) or MacOS (Apple Silicon) version. For details on how to identify your computer’s operating system, see this article. Once the download has compl...

Transfer a call on the desktop app Transferring a call is quick and flexible—use a warm transfer to introduce the caller first, or a blind transfer to send them directly. Use this guide to learn how to complete a warm or blind transfer on the desktop app. . Warm transfer A warm transfer is when a call is transferred to another person with a brief in...

Use this guide to sign in to the Spinoco desktop app for the first time. Before you begin Before you sign in to the app, make sure you have an email invitation from your Digital Front Office administrator or team leader. You need this to create your password. Your username is your email address, which is the same email address where you’ll receive y...

Put a call on hold to pause the conversation without disconnecting. This lets you step away or consult with someone before resuming the call. While on an active call, tap Hold to pause the call. On hold, music plays. Tap Resume to continue the conversation.    ...

Accessing tenant accounts as a service provider enables you to quickly search for and manage accounts as needed. Use this guide to learn how to search for and access your tenants as a service provider. Sign in to your Spinoco account. Click the down arrow next to the Spinoco icon and select Sign Into . In the Search Accounts field, enter the name of...

Spinoco makes handling emails easy by automatically turning them into tasks—so you don’t have to create or track them yourself. This keeps everything organized and ensures nothing slips through the cracks. Email tasks are especially useful for shared inboxes such as support, sales, or customer service. Use this guide to learn how to manage email tas...

Use this guide to sign in to the Spinoco mobile app for the first time. Before you begin Before you download or log in to the app, make sure you have an email invitation from your Spinoco administrator or team leader. You need this to create your password. Your username is your email address, which is the same email address where you’ll receive your...

Updating a team member’s skills is simple and efficient—allowing you to quickly assign the right skills to the right people. Use this guide to learn how to assign skills to existing users. Tap Team. Tap the desired user. Tap the edit icon . Tap Select skills. Tap to select the desired skills and tap Confirm. Tap Update user.  ...

Spinoco makes managing chat conversations simple by automatically turning them into tasks, so you never have to track them manually. You reply directly within the task, and your message is instantly sent through the chat channels you’ve integrated, such as WhatsApp or Messenger. No need to switch between apps—everything stays in one place, keeping c...

Download on an iPhone You can download the Spinoco app using the link in your invitation email or by searching for it in the App Store. The steps below guide you through searching and downloading it from the app store. Open the App Store on your iOS device. Tap on Search and enter Spinoco. Find the Spinoco app in the search results. Tap Get to downl...

Authorizing your Outlook integration is simple and reliable—providing secure connectivity through Spinoco’s Mail Gateway for seamless email management. To properly authorize the Outlook integration, you must manage your account’s IMAP and Authenticated SMTP settings within the Microsoft 365 admin center. For more information on configuring SMTP sett...

Configuring the Outlook and Gmail integration as a service provider gives you control to adjust email settings, response times, and task assignments as needed. Use this guide to learn how to configure the Outlook and/or Gmail integrations as a service provider. Note: To configure the Outlook and Gmail integration as a service provider, the end-user ...

Configuring the Messenger integration as a service provider is simple—allowing you to tailor response times and settings as desired. Use this guide to learn how to configure the Messenger integration as a service provider. Note: To configure the Messenger integration as a service provider, the end-user admin must first authorize the integration. Cli...

  The Spinoco app is built for simplicity and ease of use, helping small businesses stay connected and organized. This guide provides an overview of the app’s main interface elements to help you get started quickly. Home Upon login, you’re on the home page where you see the following: User card - At the top is your user card, which includes your pro...

Managing your team is quick and straightforward—whether you’re inviting new members, updating details, or removing users who no longer need access. With just a few taps, you can add essential information and make changes as needed. Use this guide to learn how to invite, edit, and delete team members, keeping your user list accurate and up to date. I...

Spinoco Overview Spinoco brings your calls, emails, chat messages, and tasks into one place. Use this guide to learn how Spinoco works and how it differs from a standard phone system. What Is Spinoco? Spinoco is a cloud-based communication platform built for customer-facing teams — support, sales, and service coordinators — who manage interactions a...