Working with the CTI using the OpenFrame window
Use the OpenFrame window to make a call, answer a call, transfer a call, or set status.
Answer an incoming call
Use the OpenFrame window to answer an incoming call.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin
About this task
The OpenFrame window displays the incoming call, including the phone number and the customer contact or consumer information.
Procedure
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Click Accept.
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When the call is finished, click End.
Make an outgoing call
Use the OpenFrame window to make an outgoing call.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin
Procedure
- Select one of the following options.
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Click the phone icon in the banner frame. |
Enter the phone number in the Number field and click Call. |
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Click the phone icon next to the Contact or Consumer fields on the Case form. |
Customer contacts and consumers can have multiple phone numbers. - If only one phone field is populated, a call is placed to that number.
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Transfer a call
After accepting an incoming call, a customer service agent can transfer a call to another agent.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin
Procedure
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Answer an incoming call.
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Click Transfer.
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Select an agent from the drop-down list.
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Click Call.
Set agent call status
Customer service agents can set their current call status.
Before you begin
Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin
Procedure
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Click the phone icon in the banner frame.
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Select your availability.
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Available |
The agent is available to take a call. |
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Not Available |
The agent is not available to take a call. |
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Busy |
The agent is currently on a call with a customer. |
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Wrap Up |
The agent is updating case information after completing a call. After completing a call and the subsequent wrap up, an agent must manually change the status from Wrap Up to Available. |
--- title: Working with the CTI using the OpenFrame window description: Use the OpenFrame window to make a call, answer a call, transfer a call, or set status.Use the OpenFrame window to answer an incoming call.Use the OpenFrame window to make an outgoing call.After accepting an incoming call, a customer service agent can transfer a call to another agent.Customer service agents can set their current call status. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/using-the-cti.html release: australia topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [CTI demo implementation, Integrating with Computer Telephony Integration \(CTI\), Integrate, Customer Service Management] --- # Working with the CTI using the OpenFrame window Use the OpenFrame window to make a call, answer a call, transfer a call, or set status. ## Answer an incoming call Use the OpenFrame window to answer an incoming call. ### Before you begin Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, sn\_open\_frame, or admin ### About this task The OpenFrame window displays the incoming call, including the phone number and the customer contact or consumer information. ### Procedure 1. Click **Accept**. 2. When the call is finished, click **End**. ## Make an outgoing call Use the OpenFrame window to make an outgoing call. ### Before you begin Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, sn\_open\_frame, or admin ### Procedure 1. Select one of the following options. <table id="choicetable_jqk_nzc_bx"><tbody><tr><td id="d173061e169"> **Click the phone icon in the banner frame.** </td><td> Enter the phone number in the **Number** field and click **Call**. </td></tr><tr><td id="d173061e184"> **Click the phone icon next to the __Contact__ or __Consumer__ fields on the Case form.** </td><td> Customer contacts and consumers can have multiple phone numbers. - If only one phone field is populated, a call is placed to that number. - If more than one phone field is populated, a dialog box displays the available numbers. Click the desired number to place the call and close the dialog box. </td></tr></tbody> </table>2. When finished with the call, click **End**. ## Transfer a call After accepting an incoming call, a customer service agent can transfer a call to another agent. ### Before you begin Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, sn\_open\_frame, or admin ### Procedure 1. Answer an incoming call. 2. Click **Transfer**. 3. Select an agent from the drop-down list. 4. Click **Call**. ## Set agent call status Customer service agents can set their current call status. ### Before you begin Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent, sn\_open\_frame, or admin ### Procedure 1. Click the phone icon in the banner frame. 2. Select your availability. <table id="choicetable_dsw_qcw_ht"><tbody><tr><td id="d173061e363"> **Available** </td><td> The agent is available to take a call. </td></tr><tr><td id="d173061e372"> **Not Available** </td><td> The agent is not available to take a call. </td></tr><tr><td id="d173061e381"> **Busy** </td><td> The agent is currently on a call with a customer. </td></tr><tr><td id="d173061e390"> **Wrap Up** </td><td> The agent is updating case information after completing a call. After completing a call and the subsequent wrap up, an agent must manually change the status from **Wrap Up** to **Available**. </td></tr></tbody> </table> The **Presence** field in the **OpenFrame** > **OpenFrame Agent Presence** record is updated with the availability status set for the agent.
| title | Working with the CTI using the OpenFrame window |
| description | Use the OpenFrame window to make a call, answer a call, transfer a call, or set status.Use the OpenFrame window to answer an incoming call.Use the OpenFrame window to make an outgoing call.After accepting an incoming call, a customer service agent can transfer a call to another agent.Customer service agents can set their current call status. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/using-the-cti.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | CTI demo implementationIntegrating with Computer Telephony Integration \(CTI\)IntegrateCustomer Service Management |