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#Aircall crm sachs group 1b tsebloomberg how to
#Aircall crm sachs group 1b tsebloomberg install
#Aircall crm sachs group 1b tsebloomberg manual

You might be wondering: "what happens if I don't know the caller? How will I log information?"

#Aircall crm sachs group 1b tsebloomberg how to

Learn how to use your own data to give agents context around a customer. You can find a complete guide on Insight Cards in the following tutorial: You can also add links to the contact page in your tool, for easy access. When a call is created, you can push information to the Aircall phone. Here's an example with weather information pushed in the agent's in-call view: That's why we built the Insight Card framework. Whether you implement the Aircall Everywhere SDK or not, it's always good for users to be able to know who the caller is at glance. This will make outbound calling much more seamless in combination with the Click to Dial ( doc here) and Click to Call ( doc here) capabilities offered by the Aircall Public API.įor inbound use cases, you can implement screen-pop: automatically pop the right contact page when a call comes in, when listening to Javascript events sent by Aircall Everywhere SDK ( doc here). If the answers are yes, checkout our Aircall Everywhere SDK on GitHub! It will give you all the keys to embed the Aircall Phone in your product.

"Can I easily import Javascript libraries?".

"Will users make and receive calls from my tool?".

CTI or no CTI?Īt this stage, you should have a decent integration! But you can make it better. The following tutorial will guide you through call logging:īest practices to know before storing calls metadata → 4. Use their payload to create a new entry under the contact profile. The mented, call.tagged and call.ended events. The call.created event, and match the phone number of the caller with an contact or lead in your system

Tags - if you don't have a dedicated tag field, you can't go wrong with listing Aircall tags as textĪll fields available in Webhook call events are described in our API Reference.

Notes - agents can take notes in the Aircall Phone, avoid duplicates by logging them.

Asset link of a call recording - a must.

Call direction, duration and participants - to know what happened.

For the best call log, we recommend logging: You might think you've got this, but we've learned that some information is easily overlooked. →ĭon't forget, you will only receive events related to Aircall phone numbers selected by the user in their Aircall Dashboard. Tips and tricks on how to empower Webhook events to build the best integration. To get call data, you will need to listen to Aircall Webhook events.Īircall provides a complete list of Webhook events (available here) that can be setup directly via our Public API as described in the following tutorial: That's how teams save time and gain productivity while avoiding loss of important information.

#Aircall crm sachs group 1b tsebloomberg manual

The main thing you want when connecting telephony to your system is to remove manual data entry. Saving call information from Aircall is a key feature for users. For security reasons, this phone number selection is not available via the Public API. When following this OAuth process, Aircall admins will have to choose the Aircall phone numbers they want to link to the integration:Īs a partner, you will only receive Webhook events associated with the phone numbers admins chose.

#Aircall crm sachs group 1b tsebloomberg install

Once the OAuth implementation is done, users will be able to install the integration either from your app or from the Aircall Dashboard. A real-life example of the OAuth implementation is available on the Weather app page! We open-sourced one of our homemade apps. This can be done through our Public API (more on that in step 3). We recommend to automatically set a Webhook on the client's Aircall account once this step is completed. Only Aircall admin users are allowed to install apps on a company's account! More info in our Knowledge Base. The OAuth flow can be started either from your app by referring to the redirect_uri, or better, from the Aircall Dashboard with an install_uri. Building an app for Aircall users? Learn how the Aircall OAuth flow works! →