View call info pop-up

If your organization tracks of customers on a site or in an application, you can configure 8x8 Work for Desktop to bring up additional information on the call number in your browser. Based on the phone number of an incoming call, the system extracts more information from a URL that you specify. For example, search for call number information on Google, and view more context about the caller or the intended callee before you accept the call.

Let's say that the Acme Health organization uses an application to track of their customers, so that customer information is always on hand. By entering a URL appropriate to their application in 8x8 Work for Desktop, an agent or receptionist can set up call info pop-up to display one of the following:

  • Caller info pop-up: As an agent answering a call on behalf of the Acme Health veterinary branch, you can quickly view details on a caller, such as their last appointment, their pet's health history, and much more!
  • Callee info pop-up: As a receptionist for the greater Acme Health clinic, you can instantly identify whether a call is intended for the pediatric unit, the veterinary branch, or more!

Note: You can enable pop-ups for either inbound or outbound calls, but not both at once.

To set up caller or callee info pop-up:

  1. Go to Settings > Caller info pop-up.
  2. Under App or web URL for caller info pop-up, enter a web or application URL with a search query to search for for a caller or callee number, username, or extension. The extension allows the customer; service for that URL to return custom information based on who answers. For example, we create a URL that searches for any information related to the phone number on https://www.google.com. To display information from a Google search with the caller's number, enter the URL:hppts://www. google.com/search?q=%%CallerNumber%%.

    • Start the search string by entering a specific site or app base URL (in our case, <https://www.google.com/>).
    • Append a search query appropriate to the base URL (for https://www.google.com, we enter the query <#q=>).
    • Finish the search string by appending the request for the phone number (<%%CallerNumber%%> for caller information, or <%%CalleeNumber%%> for callee information).

  3. Once you enter your URL, you see options to:
    • Switch ON the Pop-up also for warm transfers toggle to have external callers automatically searched after completing a warm transfer.
    • Switch ON the Pop-up also when placing outbound calls toggle to have external callers automatically searched when placing outbound calls.
    • Switch ON the Pop-up for internal calls toggle to have internal callers automatically searched.

  4. Your URL and selected number format are saved automatically; all incoming calls you receive are accompanied by a caller or callee info pop-up in your browser based on your URL.

Notes: 
- By default, the pop-up options are off.
- If the caller ID is blocked by the caller, the URL is unable to pull up information based on a number, and no caller info pop-up appears.

To get information about the external caller after completing a warm transfer:

  1. Go to Settings > Caller info pop-up
  2. In the App or web URL for caller info pop-up box, enter the URL with the desired macros to display information from a Google search using the username and extension (%%UserName%% and %%Extention%%).
  3. Enable the new settings by switching ON the Pop-up also for warm transfers toggle.

  4. You are now ready to receive and transfer a warm call and get the information in the browser. After you transfer the call, in the app or web page specified in the URL, you can see the relevant call and user information based on what you've set in the Caller Info Pop-up field.