Appendix A: Setting up click-to-dial Functionality

You must have access to a NetSuite account administrator role to perform this procedure.

To enable NetSuite web services and telephony integration:

1. Log in to your NetSuite account as an administrator.
2. Go to Setup > Company > Enable Features.
   
3. Open the SuiteCloud tab.
   
4. Select the Web Services check box under SuiteTalk (Web services).
5. Select the Telephony Integration check box under Integration Add-ons.
6. Click Save.

NetSuite saves the settings. You can now configure click-to-dial in each NetSuite agent account that uses the feature.

To configure a NetSuite agent account for click-to-dial functionality:

1. Log in to your agent NetSuite account.
2. Go to Home > Set Preferences.
3. Open the Telephony tab.
   
4. From the Telephony Option drop-down menu, select CTI.
5. Enter your CTI URL as follows:
   <platform URL>/AGUI/make_call.php?phone={phone}
   Example: <http://vcc-na8.8x8.com/AGUI/make_call.php? phone={phone}>
   For platform URLs, refer to the Platform URL guide.
6. Enter <1> for the Prefix to Dial Out.
7. Click Save.
   Repeat the above procedure for each Virtual Contact Center agent account that integrates with NetSuite and uses the click-to-dial feature.