Handle Calls

To receive or place calls using Virtual Contact Center for Agile CRM, you must:

About Screen Pop

During an inbound or outbound call, Virtual Contact Center for Agile CRM looks up the phone number of the caller and then searches for a matching record in the CRM. On finding a matching record, it presents the record for you to preview and prepare for the call. This process is referred to as screen pop.

The search may return:

Receive Calls

If Virtual Contact Center for Agile CRM is open and you are in the Available state, the Phone tab blinks red, indicating an inbound interaction. When you receive a call, the system looks up a matching record and pops it up for your preview. For details, see our content on screen pop. Click the Phone tab to answer the incoming call.

When a call is offered, the Phone tab blinks red. If the caller is an existing customer, the end-user record opens in a browser tab as soon as the call is offered, allowing you to preview the customer details and prepare to greet accordingly.

To handle an incoming call:

  1. Click the Phone tab to answer the call. If there is a match, a red dot appears next to the Search tab in the integration.
  2. Click the Search tab. The matching record is selected by default under Assign.
  3. Click to End the call. If applicable, the post-processing time initiates. This is your time to add more notes for the call.

    Note: Your administrator sets the post-processing timer. If the post-processing countdown interval reaches zero, Virtual Contact Center for Agile CRM automatically sets your status to Available.

  4. Click End Post Processing, or wait for the call to terminate. At the termination of the call, a call log is automatically generated and pops in a new browser tab. For details, see our content on logging calls.
  5. Hover over the logged call number and click the Edit icon. The Edit Task screen displays.
  6. To link this call to an existing contact, enter the contact name in the Related To field.
  7. To link this call to existing deal, enter the deal name in the Related Deals field.
  8. Click Submit.
  9. Click Work Offline if you need more time to complete any post-processing tasks.
    The status of tasks in Agile CRMare Not Started, In Progress, Completed, Pending Input, and Deferred. The task created by default is Not Started.

Place Calls

You can place outbound calls in Virtual Contact Center for Agile CRM simply by using:

Control Panel: Enter the number in the Phone tab and click Dial.

Using the integration, 8x8 Virtual Contact Center allows you to make outbound phone calls to:

The Agent Console uses a two-step process to dial an outbound call; dial the number, and answer an incoming call in your own Agent Console to send the call to the number you want.

To place a call:

  1. Enter a customer phone number in the Phone tab in the integration, and click Dial. Your agent telephone rings first.
  2. Answer the call. The call is then directed to the destination. The phone number rings next.
  3. If the phone number is linked to an individual people record, the record pops after the call connects.
  4. Once you end the call, a call log (Tasks) screen displays. Contact your supervisor for your contact center's policies to place outbound calls.

Use Call Controls

While on a call in Virtual Contact Center for Agile CRM, you have access to call controls that enhance your calling experience. Using the call controls, you can:

Log Calls

Upon terminating a call (inbound or outbound), Virtual Contact Center for Agile CRM generates a call log known as a Task. View the number of tasks by hovering your cursor over the Tasks icon (located on the top-navigation bar on the Agile CRM screen). To view all tasks, click on this icon to display the My Pending Tasks screen. Each task includes information such as the call’s status, start time and date the call was answered, duration, tenant, agent name and call direction.

A task also includes a link to the recorded call. To access the recorded call, you need the API token from your administrator. You can change the status of the activity to complete or any other state.

Depending on the number of matches, call log can be linked to the end-user record as follows: