WebRTC based Web Phone support in ICTCRM

by | Jan 27, 2019 | Uncategorized | 0 comments

Contents hide
1 ICTCRM Web Phone (WebRTC Agent)
1.1 Campaign Dialogue / Scripts
1.1.1 1. Create Dialogue
1.1.2 2. Create agent campaign
1.1.2.1 Contact / CRM URL for popup
1.1.2.2 Dialogue
1.2 Using webphone
1.2.1 Set agent status
1.2.2 Call Transfer
1.2.3 Load Contact
1.2.4 Keypad / DTMF

ICTCRM Web Phone (WebRTC Agent)

ICTCRM brings another amazing feature for call centers and Agents support! Web Phone.

What is a WebPhone? and How does it help Agents?

A Web phone is WebRTC based phone that allow agents to receive calls only using their browsers, without any additional hardware or software.
ICTCRM offers integrated web phone for agents. Not only can it receive forwarded calls, but also enables agents to perform following actions.

  1. Load contact details in popup / CRM
  2. Load campaign script
  3. Call Transfer
  4. Set agent status Available / Unavailable

Campaign Dialogue / Scripts

Webphone lets you customize the campaign script/ dialogue. It provides you an option to display campaign script / dialogue for each prospect. Agents can use this functionality by creating campaigns with dialogue. You can create the dialogue by the following way:

1. Create Dialogue

In ICTCRM

  • go to the Message menu,
  • Choose Dialogue / Script menu
  • Click Create new
Menu

Fill out all the fields and and click save

Note: User can make a dynamic / customized dialogue by using Tokens, to add tokens in dialogue please click on Show available tokens

Create Dialogue

2. Create agent campaign

ICTCRM provides integration of WebPhone in 2 Campaigns. It can be used with Agent and Interactive Campaigns.
To configure these campaigns you need to follow the steps below:

  • Contact / CRM URL for popup
  • Dialogue
Contact / CRM URL for popup

You can utilize the webphone features in Interactive Campaigns and Agent Campaigns.
When using Web Phone, Agent and interactive campaigns can be configured to trigger a Popup on agent screen, the same URL should point some CRM or other contact provider app. URL can be configured in Contact URL field as shown in the following image, further user can also contact tokens to build contact url.

Dialogue

Creating your own Dialouge/Script can be done by a few setps now
Dialogues are specific to agents and interactive campaigns, in these campaigns an option of Dialogue / Script is given under General option section and user can select recently created dialogue here.

Using webphone

User can even access integrated webphone by selecting the desired extension from top Agent Panel dropdown

Set agent status

ICTCRM provides an option to change the status of Agent as well.
You can set the status of the agent by clicking status button. You can set the status either available or leave

Note: Only Available agent can receive forwarded calls

Call Transfer

Transfering a call is not an issue now as call can be transfered to the desired extension by clicking the call transfer button and then selecting desired extension

Load Contact

You can view and edit prospect details by clicking on load contact.
Please note that it is different from popup URL. Instead of popup it will redirect current window to ICTCRM’s internal contact record where user can edit / update it accordingly.

Keypad / DTMF

Handy keys are provided to the agent for operating webphone.
A List of useable key sequences that agent can use for different purposes is given below:

  • For hangup press *0
  • For call transfer press #1 and then enter target extension number alternatively (without pressing any key) agent can select target number from transfer drowdown button
  • For attended call transfer press #2 followed by the target extension