[IMP] voip: update (remaining) articles for odoo phone rebrand

closes odoo/documentation#16314 Signed-off-by: Rex Hu (rexhu) <rexhu@odoo.com> Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com> Co-authored-by: Felicia Kuan <feku@odoo.com>
2026-03-27 14:10:23 +07:00 · 2026-02-05 12:12:47 -08:00
parent 4f130816c0
commit aeb62afcc1
10 changed files with 233 additions and 208 deletions
--- a/content/applications/productivity/voip/devices_integrations.rst
+++ b/content/applications/productivity/voip/devices_integrations.rst
@@ -2,67 +2,67 @@
 Devices and integrations
 ========================

-:abbr:`VoIP (Voice over Internet Protocol)` can be used on many different devices, such as a
-computer, tablet, mobile phone, and many more. This is helpful in that it reduces costs, and
-employees can work from anywhere in the world, so long as they have a broadband internet connection.
+The **Phone** app can be used on many different devices, such as a computer, tablet, mobile phone, and
+many more. This is helpful in that it reduces costs, and employees can work from anywhere in the
+world, so long as they have a broadband internet connection.

-Odoo *VoIP* is SIP (Session Initiation Protocol) compatible, which means it can be used with *any*
+Odoo **Phone** is SIP (Session Initiation Protocol) compatible, which means it can be used with *any*
 :abbr:`SIP (Session Initiation Protocol)` compatible application.

-This document covers the process of setting up Odoo *VoIP* across different devices and
+This document covers the process of setting up *Odoo Phone* across different devices and
 integrations.

-Odoo is fully-integrated with all Odoo apps, allowing users to click into any app, and schedule a
-call as an activity in the chatter.
+The **Phone** app is fully integrated with all Odoo apps, allowing users to click into any app, and
+schedule a call as an activity in the chatter.

 .. example::
-   For example, in the *CRM* app, a user can click into an opportunity, and click on
+   For example, in the **CRM** app, a user can click into an opportunity, and click on
   :guilabel:`Activities` in the chatter.

   Next, they can choose :guilabel:`Call`, and under :guilabel:`Due Date`, they can select a date.

   Once they click :guilabel:`Save`, an activity shows up in the chatter.

-   Should the :guilabel:`Due Date` be for today's date, the activity shows up in the :abbr:`VoIP
-   (Voice over Internet Protocol)` widget.
+   Should the :guilabel:`Due Date` be for today's date, the activity shows up in the **Phone** widget.

   .. image:: devices_integrations/crm-voip-widget.png
      :align: center
-      :alt: View of CRM leads and the option to schedule an activity for Odoo Discuss.
+      :alt: View of CRM leads and the option to schedule an activity for *Odoo Discuss*.

-Odoo VoIP (laptop/desktop computer)
-===================================
+Use Odoo Phone on a computer
+============================

-The Odoo *VoIP* (Voice over Internet Protocol) module and widget can be used from any browser on a
-laptop or desktop device. Simply click on the :guilabel:`☎️ (phone)` icon in the upper-right corner,
-while in the Odoo database, and the widget appears.
+The Odoo **Phone** app and widget can be used from any browser on a laptop or desktop device. Simply
+click on the :icon:`oi-voip` :guilabel:`(Phone)` icon icon in the upper-right corner, while in the
+Odoo database, and the widget appears.

 .. seealso::
-   To see how to use the :abbr:`VoIP (Voice over Internet Protocol)` widget on a desktop/laptop
-   computer, check out this documentation: :doc:`voip_widget`.
+   To see how to use the *Phone* widget on a desktop/laptop computer, check out this documentation:
+   :doc:`voip_widget`.

-Odoo VoIP (tablet/mobile device)
-================================
+Use Odoo Phone on a mobile device
+=================================

-The Odoo *VoIP* app can be used on tablets and mobile phones, through the Odoo Android or Apple IOS
+.. important::
+   While outgoing calls can be placed using Odoo on a mobile device, the Odoo **Phone** app does
+   **not** ring on incoming calls. If the user needs to be reachable on a mobile device at all
+   times, an app, like Zoiper, should be used. Apps like that stay connected in the background at
+   all times. calls. If the user needs to be reachable on a mobile device at all times, an app, like
+   Zoiper, should be used. Apps like that stay connected in the background at all times.
+
+   For more information, see :ref:`the Zoiper Lite section <voip/zoiper>`.
+
+The Odoo **Phone** app can be used on tablets and mobile phones, through the Odoo Android or Apple iOS
 applications. Additionally, a mobile web browser can be used to access the database.

 .. warning::
-   Odoo Android and Apple IOS applications are no longer being maintained by Odoo on the Android and
-   Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple IOS
+   Odoo Android and Apple iOS applications are no longer being maintained by Odoo on the Android and
+   Apple portals. This means Odoo support only handles limited scopes of Odoo Android or Apple iOS
   support tickets.

-.. important::
-   While outgoing calls can be placed using Odoo on a mobile device, be aware that Odoo is **not** a
-   full :abbr:`VoIP (Voice over Internet Protocol)` application, and does **not** ring on incoming
-   calls. If the user needs to be reachable on a mobile device at all times, an app, like Zoiper,
-   should be used. Apps like that stay connected in the background at all times.
-
-   For more information, see this documentation: :ref:`voip/zoiper`.
-
-While in the mobile application on a mobile device/tablet, access the Odoo *VoIP* widget, by tapping
-on the :guilabel:`☎️ (phone)` icon in the upper-right corner. The widget appears in the lower-left
-corner.
+While in the mobile application on a mobile device/tablet, access the Odoo **Phone** widget, by
+tapping on the :icon:`oi-voip` :guilabel:`(Phone)` icon in the top-right corner. The widget appears
+in the lower-left corner.

 When first making a call from the tablet using the mobile application, the user is prompted to
 :guilabel:`Allow` the database to use the microphone. Click :guilabel:`Allow` when prompted to
@@ -74,7 +74,7 @@ This step is **necessary**, whether using the mobile Odoo application or web bro
   :align: center
   :alt: Allow the database to access the microphone.

-Odoo then asks how to make the call. The two options are : :guilabel:`VOIP` or :guilabel:`Phone`
+Odoo then asks how to make the call. The two options are: :guilabel:`VOIP` or :guilabel:`Phone`
 (should the tablet be enabled for calling). Click the box next to :guilabel:`Remember ?` should this
 decision be the default moving forward.

@@ -82,7 +82,7 @@ decision be the default moving forward.
   :align: center
   :alt: Window prompt to choose whether to use VOIP or the devices phone to make the call.

-Here is the layout of what the Odoo *VoIP* app looks like on a mobile device:
+Here is the layout of what the **Phone** app looks like on a mobile device:

 .. image:: devices_integrations/voip-odoo-dashboard.png
   :align: center
@@ -93,16 +93,16 @@ Here is the layout of what the Odoo *VoIP* app looks like on a mobile device:
 Zoiper Lite
 ===========

-*Zoiper Lite* is a free :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation
+Zoiper Lite is a free :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session Initiation
 Protocol)` dialer with voice and video.

-To start using the *Zoiper* app, download it to the device, via the `Zoiper download page
+To start using the Zoiper app, download it to the device, via the `Zoiper download page
 <https://www.zoiper.com/en/voip-softphone/download/current>`_.

 A mobile device is the most common installation, and this document covers how to set up on the
-*Zoiper* IOS application. Screenshots and steps may differ depending on the set up conditions.
+Zoiper iOS application. Screenshots and steps may differ depending on the setup conditions.

-After installing the *Zoiper* application on the mobile phone, open the application, and tap on
+After installing the Zoiper application on the mobile phone, open the application, and tap on
 :guilabel:`Settings`. Navigate to :menuselection:`Accounts`, and tap on the :guilabel:`+ (plus)`
 icon to add an account.

@@ -118,7 +118,7 @@ in the upper-right corner, to narrow the providers down to a specific country. C
 for the provider that is being configured, then find the :guilabel:`Provider`, and select it.

 .. example::
-   If the provider being configured is *Axivox*, then select :guilabel:`Belgium`. Then, choose
+   If the provider being configured is Axivox, select :guilabel:`Belgium`. Then, choose
   :guilabel:`Axivox` as the provider.

 .. image:: devices_integrations/provider-zoiper-odoo.png
@@ -130,7 +130,7 @@ Under :abbr:`SIP (Session Initiation Protocol)` options, enter the :guilabel:`Ac
 based on the account.

 .. tip::
-   To access this information, via the *Axivox* portal, navigate to :menuselection:`Users --> Choose
+   To access this information via the Axivox portal, navigate to :menuselection:`Users --> Choose
   user --> Edit --> SIP Identifiers tab`. The :guilabel:`SIP username`, :guilabel:`Domain`,
   :guilabel:`SIP password`, and :guilabel:`Address of the proxy server` are all present in this
   tab.
@@ -153,7 +153,7 @@ Once this account information is entered, click the green :guilabel:`Register` b
 the screen. Once the registration information is checked, *Zoiper* populates a message, stating
 :guilabel:`Registration Status: OK`.

-At this point, *Zoiper* is now set up to make phone calls using the :abbr:`VoIP (Voice over Internet
+At this point, Zoiper can now make phone calls using the :abbr:`VoIP (Voice over Internet
 Protocol)` service.

 .. image:: devices_integrations/sip-options-zoiper.png
@@ -163,24 +163,24 @@ Protocol)` service.
 Linphone
 ========

-*Linphone* is an open-source :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session
+Linphone is an open-source :abbr:`VoIP (Voice over Internet Protocol)` :abbr:`SIP (Session
 Initiation Protocol)` softphone, used for voice, video, messaging (group and individual), as well as
 conference calls.

-To start using the *Linphone* app, download it to the device, via the `Linphone download page
+To start using the Linphone app, download it to the device, via the `Linphone download page
 <https://new.linphone.org/technical-corner/linphone?qt-technical_corner=2#qt-technical_corner>`_.

-A mobile device is the most common installation, and this document covers how to set up the
-*Linphone* IOS application. Screenshots and steps may differ depending on the circumstances.
+A mobile device is the most common installation, and this document covers how to set up the Linphone
+iOS application. Screenshots and steps may differ depending on the circumstances.

-To begin configuring *Linphone* for use with a :abbr:`SIP (Session Initiation Protocol)` provider,
-first open *Linphone*, and an assistant screen appears.
+To begin configuring Linphone for use with a :abbr:`SIP (Session Initiation Protocol)` provider,
+first open Linphone, and an assistant screen appears.

 From this screen, select :guilabel:`Use SIP Account`. Then, on the following screen, enter the
 :guilabel:`Username`, :guilabel:`Password`, :guilabel:`Domain`, and :guilabel:`Display Name`. Once
 complete, press :guilabel:`Login`.

-At this point, *Linphone* is ready to start making calls, once there is a green button at the top of
+At this point, Linphone is ready to start making calls, once there is a green button at the top of
 the application screen that reads, :guilabel:`Connected`.

 .. image:: devices_integrations/linphone-odoo-setup.png
@@ -188,9 +188,9 @@ the application screen that reads, :guilabel:`Connected`.
   :alt: Linphone account setup, registration successful.

 .. tip::
-   *Linphone* makes a variety of applications for mobile and desktop devices in operating systems,
-   such as Windows, Linux, Apple, and Android. Because *Linphone* is an open-source project, many
-   new updates are released on a regular basis.
+   Linphone makes a variety of applications for mobile and desktop devices in operating systems,
+   such as Windows, Linux, Apple, and Android. Because Linphone is an open-source project, many new
+   updates are released on a regular basis.

   See `Linphone's wiki-documentation page
   <https://wiki.linphone.org/xwiki/wiki/public/view/Linphone/>`_.
--- a/content/applications/productivity/voip/didww.rst
+++ b/content/applications/productivity/voip/didww.rst
@@ -1,19 +1,24 @@
-================================
-VoIP services in Odoo with DIDWW
-================================
+.. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`
+.. |SIP| replace:: :abbr:`SIP (Session Initiation Protocol)`

-*DIDWW* is a global *VoIP* and SIP trunking provider. An active account with DIDWW is required to
-use this service.
+=====================
+Odoo Phone with DIDWW
+=====================

-Before creating an account with DIDWW, make sure that the company's location and the applicable
-regions are supported by DIDWW's services.
+`DIDWW <https://www.didww.com/>`_ is a global |VoIP| and |SIP| trunking provider that can be set up
+to work with Odoo **Phone**. A DIDWW account is required to use this service.

-DIDWW setup
-===========
+.. important::
+   Before setting up an account with DIDWW, verify the following requirements:

-After verifying country coverage and availability, create an account with `DIDWW
-<https://www.didww.com/>`_. Then navigate to the `DIDWW Dashboard
-<https://my.didww.com/#/dashboard>`_.
+   - The business phone numbers are portable to DIDWW. Some providers may be unable to release the
+     phone number due to local or regional guidelines.
+   - The locations of the company and its call recipients are covered by DIDWW services.
+
+Configure credentials in DIDWW
+==============================
+
+Navigate to the `DIDWW Dashboard <https://my.didww.com/#/dashboard>`_.

 To transfer existing numbers from an existing telephone network service provider, follow the steps
 outlined on the `DIDWW website <https://doc.didww.com/phone-numbers/number-porting/index.html>`_.
@@ -55,7 +60,7 @@ Configure or add the following parameters:
 - :guilabel:`Transport protocol`: `UDP`, `TCP`, `WSS`, `TLS`

 .. important::
-   The SRTP media encryption and TLS SIP transport are disabled by default in DIDWW. Contact the
+   The SRTP media encryption and TLS |SIP| transport are disabled by default in DIDWW. Contact the
   DIDWW sales team sales@didww.com to allow traffic encryption for your account.

 .. image:: didww/sip-device-route.png
@@ -67,28 +72,42 @@ Configure or add the following parameters:
   then click :guilabel:`My Numbers`. Scroll to :guilabel:`Configuration`. In the :guilabel:`Inbound
   voice trunk` field, select :guilabel:`phone.systems`.

-Lastly, verify that the DID number is selected in the *Inbound Calls* section of the SIP Device
+Lastly, verify that the DID number is selected in the *Inbound Calls* section of the |SIP| Device
 Route settings.

 .. image:: didww/did-number.png
   :alt: The DID numbers field in DIDWW.

-Odoo setup
-==========
+Configure DIDWW in Odoo
+=======================

-In *Odoo*, navigate to :menuselection:`Settings app --> Integrations --> VoIP --> Manage Providers`.
-Click :guilabel:`New`.
+Add DIDWW credentials
+---------------------

-Enter the name, `DIDWW`, then update the :guilabel:`WebSocket` field with `wss://sip.phone.systems`.
-Under :guilabel:`PBX Server IP`, enter `sip.phone.systems`.
+To set up DIDWW as a |VOIP| provider in Odoo, navigate to :menuselection:`Phone app -->
+Configuration --> Providers`. Locate the *DIDWW* provider entry, and verify the following settings:

-.. image:: didww/new-provider.png
-   :alt: The VoIP providers page in Odoo.
+- :guilabel:`OnSIP Domain`: should already be set to `sip.phone.systems`.
+- :guilabel:`WebSocket`: should already be set to `wss://sip.phone.systems`.
+- :guilabel:`VoIP Environment`: select :guilabel:`Production`.

-To configure a user's VoIP provider, click the user avatar icon in the top-right corner of the
-database, and then choose :guilabel:`My Preferences` from the sub-menu. Then click into the
-:guilabel:`VoIP` tab, and under the :guilabel:`Voip Provider` field, select :guilabel:`DIDWW`.
-Finally, enter the :guilabel:`Voip Username` and :guilabel:`Voip Secret`, then save.
+.. image:: didww/didww-provider-config.png
+   :alt: DIDWW configuration settings in the *Odoo Phone* app.

-.. image:: didww/odoo-credentials.png
-   :alt: DIDWW provider, username, and secret credentials entered.
+Configure user settings
+-----------------------
+
+Next, each user's OnSIP credentials must be configured in Odoo. Navigate to :menuselection:`Settings
+app --> Users & Companies --> Users` select the user, and click the **VoIP** tab.
+
+Add the following credentials for the user:
+
+- :guilabel:`Username`: the user's DIDWW username.
+- :guilabel:`Secret`: the user's password.
+
+Once the DIDWW credentials have been saved, the user can make calls with Odoo **Phone** by clicking
+the :icon:`oi-voip` :guilabel:`(Show Softphone)` icon in the top-right corner of Odoo.
+
+.. seealso::
+   For additional setup and troubleshooting steps, see `DIDWW's documentation
+   <https://doc.didww.com/>`_.
--- a/content/applications/productivity/voip/didww/didww-provider-config.png
+++ b/content/applications/productivity/voip/didww/didww-provider-config.png
--- a/content/applications/productivity/voip/didww/new-provider.png
+++ b/content/applications/productivity/voip/didww/new-provider.png
--- a/content/applications/productivity/voip/didww/odoo-credentials.png
+++ b/content/applications/productivity/voip/didww/odoo-credentials.png
--- a/content/applications/productivity/voip/sales_calls.rst
+++ b/content/applications/productivity/voip/sales_calls.rst
@@ -1,15 +1,15 @@
-======================
- Sales calls with VoIP
-======================
-
 .. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`

-Using |VOIP| increases call efficiency, reduces costs, and allows a salesperson to access the Odoo
-database while on a call. Instead of relying on a separate phone for sales calls, a salesperson can
-make calls directly from the Odoo database.
+============================
+ Sales calls with Odoo Phone
+============================

-This article goes over setting up Odoo |VOIP| for a sales team that already has |VOIP| configured.
-If |VOIP| is **not** configured, refer to the :doc:`configure VoIP <../voip>` documentation
+Using Odoo **Phone** increases call efficiency, reduces costs, and allows a salesperson to access the
+Odoo database while on a call. Instead of relying on a separate phone for sales calls, a salesperson
+can make calls directly from the Odoo database.
+
+This article goes over setting up Odoo **Phone** for a sales team that already has the **Phone** app
+configured. If it is **not** configured, refer to the :doc:`Phone <../voip>` documentation
 to get started.

 .. seealso::
@@ -34,10 +34,10 @@ From here, there are three ways to begin a phone call with the customer:
  :icon:`fa-phone` :guilabel:`(phone)` icon near the bottom of the widget.

 Work during a call
------------------
+==================

 Once the call with the customer begins, the salesperson can still move about the Odoo database.
-Also, there are shortcut icons in the |VOIP| widget that the salesperson can use to access common
+Also, there are shortcut icons in the *Phone* widget that the salesperson can use to access common
 actions, like sending an email to the customer, or pulling up their profile. Learn more about
 :doc:`the documents a salesperson can access <voip_widget>` during a call.

@@ -48,15 +48,16 @@ The salesperson can also take some actions during the call:
 - :icon:`fa-pause` :guilabel:`(pause)`: Place the caller on hold.

 .. image:: sales_calls/voip-widget-call.png
-   :alt: The VoIP widget opened to a call, showing the shortcut icons a salesperson has access to.
+   :alt: The *Phone* widget opened to a call, showing the shortcut icons a salesperson has access
+    to.

 Handle call follow-ups
----------------------
+======================

-The |VOIP| widget can handle some common follow-up tasks, but salespeople can still navigate Odoo
+The *Phone* widget can handle some common follow-up tasks, but salespeople can still navigate Odoo
 for tasks not available in the widget.

-Here are some of the common follow-up tasks that can be managed from the |VOIP| widget:
+Here are some of the common follow-up tasks that can be managed from the *Phone* widget:

 - Send a follow-up email sharing new product offerings to the customer using the :icon:`fa-envelope`
  :guilabel:`(envelope)` icon.
@@ -67,7 +68,7 @@ Here are some of the common follow-up tasks that can be managed from the |VOIP|
  rest of the form.

 Send a quotation while on a call
--------------------------------
+================================

 If the customer is ready to see a sales quotation while on the call, the salesperson can send that
 quotation without leaving the call.
@@ -80,13 +81,13 @@ An added benefit of being on the call with the customer while the salesperson is
 quotation is that any specific questions are answered in real-time.

 End the sales call
------------------
+==================

 When it is time to end the call, the salesperson clicks the red :icon:`fa-phone` :guilabel:`(phone)`
-icon in the lower-right corner of the |VOIP| widget. When they do, the call is logged in the
+icon in the lower-right corner of the *Phone* widget. When they do, the call is logged in the
 opportunity's chatter.

 If they have not done so already, the salesperson then marks the phone call activity as done. To do
 so, navigate to the opportunity's chatter and find the :guilabel:`Planned Activities` section, then
 click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the
-:guilabel:`Next Activities` tab in the |VOIP| widget.
+:guilabel:`Next Activities` tab in the *Phone* widget.
--- a/content/applications/productivity/voip/support_calls.rst
+++ b/content/applications/productivity/voip/support_calls.rst
@@ -1,15 +1,15 @@
-=======================
-Support calls with VoIP
-=======================
-
 .. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`

-A useful tool for support teams, Odoo |VOIP| is used as a way to get in contact with customers that
-need some help. Using |VOIP| can help improve customer satisfaction, reduce support costs, and
-allows support agents to navigate an Odoo database while on a call.
+=============================
+Support calls with Odoo Phone
+=============================
+
+A useful tool for support teams, Odoo **Phone** is used as a way to get in contact with customers who
+need some help. Using the **Phone** app can help improve customer satisfaction, reduce support costs,
+and allows support agents to navigate an Odoo database while on a call.

 Instead of being tied to their desks, support agents can take calls from anywhere they have access
-to Odoo :doc:`VoIP <../voip>`.
+to the Odoo :doc:`Phone <../voip>` app.

 .. important::
   This feature requires at least one :doc:`call queue <axivox/call_queues>` to be configured.
@@ -24,15 +24,15 @@ Log into a support queue
 If :doc:`call queues <axivox/call_queues>` are set up, begin a support shift by logging into a call
 queue.

-Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database.
-From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent connection*
-number and click :icon:`fa-phone` :guilabel:`(phone)`.
+Begin by clicking :icon:`oi-voip` :guilabel:`(Show Softphone)` in the top-right corner of the Odoo
+database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent
+connection* number and click :icon:`fa-phone` :guilabel:`(phone)`.

 Once the support agent calls their *agent connection code*, they'll hear a short message letting
 them know they are logged into the queue. From here, the agent receives support calls according to
 the administrator's :doc:`call queue strategy <axivox/call_queues>`. When a support agent receives a
-call, the Odoo |VOIP| widget appears in the bottom-right corner of their screen with the caller's
-phone number, as well as their name if the number is tied to a customer profile.
+call, the *Phone* widget appears in the bottom-right corner of their screen with the caller's phone
+number, as well as their name if the number is tied to a customer profile.

 .. note::
   When support staff are added as :doc:`static agents <axivox/call_queues>` to a call queue, they
@@ -42,7 +42,7 @@ Call a customer from a support ticket
 =====================================

 As part of a support agent's daily tasks, they might be asked to call customers with open support
-tickets. With Odoo |VOIP|, the support agent can stay in the Odoo database throughout the entire
+tickets. With Odoo **Phone**, the support agent can stay in the Odoo database throughout the entire
 workflow.

 From the database's home page, click the **Helpdesk** app, click into a helpdesk, and then open a
@@ -58,15 +58,15 @@ From here, the agent has three ways to make a call:
 - Hover over the :guilabel:`Phone` field in the ticket, then click :icon:`fa-phone`
  :guilabel:`Call`.
 - In the ticket's chatter, click the customer's phone number.
- In the upper-right corner, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon to open the |VOIP|
-  widget. From the :guilabel:`Next Activities` tab, select the call, and finally click the
+- In the upper-right corner, click the :icon:`oi-voip` :guilabel:`(Show Softphone)` icon to open the
+  *Phone* widget. From the :guilabel:`Activities` tab, select the call, and finally click the
  :icon:`fa-phone` :guilabel:`(phone)` icon near the bottom of the widget.

 Work during a call
------------------
+==================

 Once the call with the customer begins, the support agent can still move about the Odoo database.
-Also, there are shortcut icons in the |VOIP| widget that the support agent can use to access common
+Also, there are shortcut icons in the *Phone* widget that the support agent can use to access common
 actions, like sending an email to the customer, or pulling up their profile. Learn more about
 :doc:`the documents a support agent can access <voip_widget>` during a call.

@@ -78,12 +78,12 @@ The support agent can also take some actions during the call:
 - :icon:`fa-pause` :guilabel:`(pause)`: Place the caller on hold.

 Handle call follow-ups
----------------------
+======================

-The |VOIP| widget can handle some common follow-up tasks, but support agents can still navigate Odoo
-for tasks not available in the widget.
+The *Phone* widget can handle some common follow-up tasks, but support agents can still navigate
+Odoo for tasks not available in the widget.

-Here are some of the common follow-up tasks that can be managed from the |VOIP| widget:
+Here are some of the common follow-up tasks that can be managed from the *Phone* widget:

 - Send a follow-up email sharing troubleshooting steps with the customer using the
  :icon:`fa-envelope` :guilabel:`(envelope)` icon.
@@ -94,16 +94,16 @@ Here are some of the common follow-up tasks that can be managed from the |VOIP|
  rest of the form.

 End the support call
--------------------
+====================

 When it is time to end the call, the support agent clicks the red :icon:`fa-phone`
-:guilabel:`(phone)` icon in the lower-right corner of the |VOIP| widget. When they do, the call is
+:guilabel:`(phone)` icon in the lower-right corner of the *Phone* widget. When they do, the call is
 logged in the ticket's chatter.

 If they have not done so already, the support agent then marks the phone call activity as done. To
 do so, navigate to the ticket's chatter and find the :guilabel:`Planned Activities` section, then
 click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the
-:guilabel:`Next Activities` tab in the |VOIP| widget.
+:guilabel:`Next Activities` tab in the *Phone* widget.

 Log out of a support queue
 ==========================
@@ -111,9 +111,9 @@ Log out of a support queue
 Once the agent's shift ends, or if they are taking a break, they can log out of the support call
 queue.

-Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database.
-From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent disconnection*
-number and click :icon:`fa-phone` :guilabel:`phone`.
+Begin by clicking :icon:`oi-voip` :guilabel:`(Show Softphone)` in the top-right corner of the Odoo
+database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent
+disconnection* number and click :icon:`fa-phone` :guilabel:`phone`.

 Once the support agent calls their *agent disconnection code*, they'll hear a short message letting
 them know they are logged out of the queue. From here, the agent will no longer receive support
--- a/content/applications/productivity/voip/voip_widget.rst
+++ b/content/applications/productivity/voip/voip_widget.rst
@@ -1,93 +1,98 @@
-============
-VoIP actions
-============
-
 .. |VOIP| replace:: :abbr:`VoIP (Voice over Internet Protocol)`

-The |VOIP| widget is an add-on made available to Odoo users by installing the |VOIP| module. Instead
-of managing mobile devices for every salesperson, fumbling through call transfers for upset
-customers, or needing a meeting room to handle a conference call, utilize the |VOIP| widget to
+============
+Phone widget
+============
+
+The **Phone** widget is an add-on made available to Odoo users by installing the **Phone** app.
+Instead of managing mobile devices for every salesperson, fumbling through call transfers for upset
+customers, or needing a meeting room to handle a conference call, utilize the **Phone** widget to
 tackle any of these business needs.

-Navigate the VoIP widget
-========================
+Navigate the Phone widget
+=========================

-The |VOIP| widget contains three tabs: :guilabel:`Recent`, :guilabel:`Next Activities`, and
-:guilabel:`Contacts`, which are used for managing calls and day-to-day activities in Odoo. Use the
-search bar to find contacts faster.
+The **Phone** widget contains four tabs: :guilabel:`Keypad`, :guilabel:`Recent`,
+:guilabel:`Contacts`, and :guilabel:`Activities`, which are used for managing calls and day-to-day
+activities in Odoo. Use the search bar to find contacts faster.

-.. image:: voip_widget/voip-tabs.png
-   :alt: VoIP tabs that can be clicked on.
+.. image:: voip_widget/phone-widget.png
+   :alt: The **Phone** widget has four tabs: **Keypad**, **Recent**, **Contacts**, and **Activities**.
+
+Keypad tab
+----------
+
+Under the :guilabel:`Keypad` tab of the **Phone** widget, the user can type a name or number to make
+a call. There is also a numeric keypad for the user to enter the phone number.

 Recent tab
 ----------

-Under the :guilabel:`Recent` tab of the |VOIP| widget, the call history for the user is available.
-This includes incoming and outgoing calls. Any number can be clicked to begin a call.
+Under the :guilabel:`Recent` tab of the **Phone** widget, the call history for the user is
+available. This includes incoming and outgoing calls. Any number can be clicked to begin a call.

-Next activities tab
-------------------
+Contacts tab
+------------

-Under the :guilabel:`Next Activities` tab of the |VOIP| widget, a user can see any calls assigned to
+Under the :guilabel:`Contacts` tab of the **Phone** widget, the user can access a contact in the
+**Contacts** app.
+
+Any contact that has a saved phone number can be called by clicking into the contact from the
+*Phone* widget's :guilabel:`Contacts` tab.
+
+A search feature is also available at the top of the widget, represented by a :icon:`fa-search`
+:guilabel:`(search)` icon. Use this tool to find a specific contact. Scheduled activities will not
+appear as search results.
+
+Activities tab
+--------------
+
+Under the :guilabel:`Activities` tab of the **Phone** widget, a user can see any calls assigned to
 them, and which ones are due to be completed for the day.

 Click an activity from this tab to perform any of these actions to prepare for and complete (found
 under the **Documents** heading):

- :icon:`fa-envelope` :guilabel:`(envelope)`: send an email to a contact (e.g., coworkers or
-  clients)
- :icon:`fa-user` :guilabel:`(user)`: shows the contact information for this contact
- :icon:`fa-file-text-o` :guilabel:`(documents)`: shows the attached record in Odoo (like sales
-  orders)
- :icon:`fa-clock-o` :guilabel:`(Activities)`: schedule an activity
+- :icon:`fa-user` :guilabel:`Contact`: opens the contact information for this contact.
+- :icon:`fa-star` :guilabel:`Leads/Create Lead`: opens the lead information for this contact.
+- :icon:`oi-arrow-right` :guilabel:`(Open related record)`: opens the attached record in Odoo (like
+     Sales Orders, Invoices, Projects, Events).

 When viewing the activity, the user can also manage the activity's details and status:

- :icon:`fa-check` :guilabel:`(check)`: marks the activity as complete
- :icon:`fa-pencil` :guilabel:`(edit)`: edits the activity (like its due date)
- :icon:`oi-close` :guilabel:`(close)`: cancels the activity
+- :icon:`fa-check` :guilabel:`(Done)`: marks the activity as complete.
+- :icon:`fa-pencil` :guilabel:`(Edit)`: edits the activity (like its due date).
+- :icon:`fa-close` :guilabel:`(Cancel)`: cancels the activity.

-To call the customer related to a scheduled activity, click the :icon:`fa-phone` :guilabel:`(phone)`
-icon. Click the :icon:`fa-keyboard-o` :guilabel:`(keyboard)` icon to dial another number.
+To call the customer related to a scheduled activity, click the :icon:`fa-phone` :guilabel:`(Call)`
+icon. Click the :icon:`fa-comment` :guilabel:`(SMS)` icon to send a text message.

 Add a call
 ~~~~~~~~~~

 From the database home page, click :menuselection:`CRM app`. On the :guilabel:`Pipeline`, make sure
 it is open to the Kanban view. Next, near the top of the screen, click the :icon:`oi-voip`
-:guilabel:`VoIP` icon and make sure the |VOIP| widget is opened to the :guilabel:`Next Activites`
-tab. After that, hover over the opportunity that should have a call and click the :icon:`fa-phone`
-:guilabel:`(phone)` with the small green :icon:`fa-plus` :guilabel:`plus` icon.
+:guilabel:`(Show Softphone)` icon and make sure the **Phone** widget is opened to the
+:guilabel:`Activities` tab. After that, hover over the opportunity that should have a call and click
+the :icon:`fa-phone` :guilabel:`(phone)` with the small green :icon:`fa-plus` :guilabel:`(plus)`
+icon.

 .. image:: voip_widget/add-call.png
-   :alt: A sales opportunity with the option to add a call to the VoIP widget.
+   :alt: A sales opportunity with the option to add a call to the Phone widget.

-To remove a call from the :guilabel:`Next activities` tab, hover over the opportunity that has a
-call scheduled, and click the red :icon:`fa-phone` :guilabel:`(phone)` icon that appears with the
+To remove a call from the :guilabel:`Activities` tab, hover over the opportunity that has a call
+scheduled, and click the red :icon:`fa-phone` :guilabel:`(phone)` icon that appears with the
 :icon:`fa-minus` :guilabel:`(minus)` icon.

 .. image:: voip_widget/remove-call.png
-   :alt: A sales opportunity with the option to remove a call from the VoIP widget.
+   :alt: A sales opportunity with the option to remove a call from the Phone widget.

-Contacts tab
------------
+Make a VoIP call with the Phone widget
+======================================

-Under the :guilabel:`Contacts` tab of the |VOIP| widget, a user can access a contact in the
-**Contacts** app.
-
-Any contact that has a saved phone number can be called by clicking into the contact from the |VOIP|
-widget's :guilabel:`Contacts` tab.
-
-A search feature is also available at the top of the widget, represented by a :icon:`fa-search`
-:guilabel:`(search)` icon. Use this tool to find a specific contact. Scheduled activities will not
-appear as search results.
-
-Make a phone call with VoIP
-===========================
-
-One of the primary purposes of |VOIP| is to make phone calls without needing a phone. Here are the
-three ways to make a phone call in the Odoo database. First, click the :icon:`oi-voip`
-:guilabel:`(VoIP)` icon, located in the top-right of the navigation bar. From here:
+One of the primary purposes of the Odoo **Phone** app is to make calls without needing a phone. Here
+are the three ways to make a phone call in the Odoo database. First, click the :icon:`oi-voip`
+:guilabel:`(Show Softphone)` icon, located in the top-right of the navigation bar. From here:

 - Enter the phone number to be called by clicking the :icon:`fa-keyboard-o` :guilabel:`(keyboard)`
  icon, and then entering the phone number.
@@ -95,7 +100,7 @@ three ways to make a phone call in the Odoo database. First, click the :icon:`oi
 - Search for a specific contact's name or go to the :guilabel:`Contacts` tab. Then, select the
  contact and click the :icon:`fa-phone` :guilabel:`(phone)` icon.

-When receiving calls in Odoo, the |VOIP| widget rings, and displays a notification. To close the
+When receiving calls in Odoo, the **Phone** widget rings, and displays a notification. To close the
 widget, click the :icon:`oi-close` :guilabel:`(close)` icon in the upper-right of the widget's
 screen.

@@ -107,7 +112,7 @@ screen.
 Transfer a phone call
 ---------------------

-Manually transferring a call only happens when on a call. To transfer a call within the |VOIP|
+Manually transferring a call only happens when on a call. To transfer a call within the *Phone*
 widget, first, answer the call using the green :icon:`fa-phone` :guilabel:`(phone)` icon.

 Once the incoming call is answered, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)`
@@ -115,7 +120,7 @@ icon. Then, enter the extension of the user the call should be forwarded to. Fin
 :guilabel:`Transfer` to route the call to that phone number.

 .. tip::
-   To find the extension for a user, consult the |VOIP| administrator. If the user has
+   To find the extension for a user, consult the **Phone** administrator. If the user has
   :guilabel:`Administration` access rights set to :guilabel:`Settings`, find extensions by going to
   :menuselection:`Settings app` and click the :icon:`fa-arrow-right` :guilabel:`Manage Users`
   button. Select the user, and go to the :guilabel:`VoIP` tab. That user's extension is their
@@ -134,17 +139,17 @@ Then, click the :icon:`fa-arrows-h` :guilabel:`(left-right arrows)` icon. Enter
 number of the user the call should be forwarded to. Finally, click :guilabel:`Transfer` to route the
 call to that phone number.

-Send an email through the VoIP widget
-=====================================
+Send an email through the Phone widget
+======================================

-Emails can also be sent through the |VOIP| widget. This is helpful for sending follow-up emails to
-the call participants, emailing a question to a coworker, or reminding a vendor to send over some
+Emails can also be sent through the **Phone** widget. This is helpful for sending follow-up emails
+to the call participants, emailing a question to a coworker, or reminding a vendor to send over some
 components during a check-in call.

-To send an email through the |VOIP| widget, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon,
-located in the top navigation bar. When this is clicked, the |VOIP| widget will appear in the
-bottom-left corner of the page. Then, search for a contact to email or find them in the
-:guilabel:`Contacts` tab of the |VOIP| widget.
+To send an email through the **Phone** widget, click the :icon:`oi-voip` :guilabel:`(Show
+Softphone)` icon, located in the top navigation bar. When this is clicked, the **Phone** widget will
+appear in the bottom-left corner of the page. Then, search for a contact to email or find them in
+the :guilabel:`Contacts` tab of the **Phone** widget.

 Next, click the :icon:`fa-envelope-o` :guilabel:`(envelope)` icon, and then select the email
 recipients, enter the email's subject line, and write the email. When it is ready to be sent, click
@@ -154,21 +159,21 @@ scheduled time, and click :guilabel:`Schedule`.

 .. _voip/voip_widget/troubleshooting_voip:

-Troubleshooting the VoIP widget
-===============================
+Troubleshooting
+===============

-Each section below goes through common issues with the |VOIP| widget and how to resolve them.
+Each section below goes through common issues with the **Phone** widget and how to resolve them.

 Missing parameter
 -----------------

-If a *Missing Parameter* error message appears in the |VOIP| widget, refresh the window, and try
+If a *Missing Parameter* error message appears in the **Phone** widget, refresh the window, and try
 again.

 Incorrect number
 ----------------

-If an *Incorrect Number* error message appears in the |VOIP| widget, make sure to use the
+If an *Incorrect Number* error message appears in the **Phone** widget, make sure to use the
 international format, leading with the :icon:`fa-plus` :guilabel:`(plus)`, followed by the
 international country code (e.g., +16506913277, where `+1` is the international prefix for the
 United States.)
@@ -178,7 +183,7 @@ The websocket connection with the server has been lost
 ------------------------------------------------------

 If a *The websocket connection with the server has been lost. Please try to refresh the page.* error
-message appears in the |VOIP| widget, then refresh the page close other browser tabs.
+message appears in the **Phone** widget, then refresh the page close other browser tabs.

 This error is caused by returning to the database after a period of inactivity, like lunch, or if
 there are too many browser tabs open.
@@ -188,21 +193,21 @@ Failed to start the user agent

 If a *Failed to start the user agent. The URL of the websocket may be wrong. Please have an
 administrator verify the websocket server URL in the General Settings.* error message appears in the
-|VOIP| widget, then update the browser and computer.
+*Phone* widget, then update the browser and computer.

 This error is caused by the browser or computer not being up-to-date (and can also cause issues with
 the microphone).

-Grayed-out VoIP widget
----------------------
+Grayed-out Phone widget
+-----------------------

-If the |VOIP| widget is completely grayed out and cannot be interacted with, then update the browser
-and computer, and delete the Google Chrome extension causing the problem.
+If the **Phone** widget is completely grayed out and cannot be interacted with, then update the
+browser and computer, and delete the Google Chrome extension causing the problem.

 Cannot connect to the VoIP phone number
 ---------------------------------------

 If the user cannot connect to their |VOIP| phone number, then their Odoo profile is missing their
-:guilabel:`Voip Secret`. To add this, click the user avatar, and then click :guilabel:`My Profile`.
-From here, click the :guilabel:`VoIP` tab, and then enter the user's :guilabel:`Voip Secret`. This
-is the user's password to their account for their |VOIP| service provider.
+|VoIP| :guilabel:`Secret`. To add it, :menuselection:`Settings app --> Users & Companies --> Users`
+select the user, and click the *VoIP* tab. Under the *Credentials* section, enter the user's
+:guilabel:`Secret`. This is the user's password to their account for their |VOIP| service provider.
--- a/content/applications/productivity/voip/voip_widget/phone-widget.png
+++ b/content/applications/productivity/voip/voip_widget/phone-widget.png
--- a/content/applications/productivity/voip/voip_widget/voip-tabs.png
+++ b/content/applications/productivity/voip/voip_widget/voip-tabs.png