Handle calls in Virtual Office for Agile CRM

If your 8x8 Virtual Office extension uses only a softphone, you must log in to one of the following clients to handle calls:

  • 8x8 Work for Desktop app
  • 8x8 Work for Mobile app

Use the same credentials to log in to Virtual Office for Agile CRM. If your Virtual Office extension is assigned with a desk phone, use the call control panel in the application to answer incoming and outgoing calls.

About screen pop

During an inbound or outbound call, Virtual Office 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:

  • A single match: The number is associated with a single Agile CRM record. The matching record is presented in a new browser tab.

  • Multiple matches: The number is associated with multiple Agile CRM records. In the event of multiple matching records, the app lists all matches in the Search tab of the integration.There is no screen pop for multiple match scenario. By default, the call log is linked to the first record in the list. Assign the call to the appropriate user, and click next to the record to view its details.

  • No match: In the absence of matching records, a call log is created in Agile CRM. After the call ends, the Tasks screen pops. 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 (inbound or outbound).

Place calls

You can place calls to your Virtual Office and Agile CRM records from the dial pad, record list, or call log in Virtual Office for Agile CRM.

Note: All outbound calls are two-legged calls. When you dial out, the call dials out to you first. Once you accept the call, the call dials out to the dialed party.

For phone numbers dialed from the dial pad, call log, or contact list, the system looks up a matching record and pops it up for your preview. For details, see our content on screen pop.

Depending on the number you call, you go through one of three calling experiences:

  • Single match: The number you are calling is associated with a single Agile CRM record. By default, single-match calls bring up records via screen pop after the call connects.
  • Multiple match: The number you are calling is associated with multiple Agile CRM records.
  • No match: The number you are calling is not associated with any of your Agile CRM records.

Receive calls

When you receive an inbound call, the app notifies you of an incoming call and indicates whether the caller is associated with an existing record. 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.

Depending on the caller number, you go through one of three calling experiences:

  • Single match: The number you are calling is associated with a single Agile CRM record. By default, single-match calls bring up record records via screen pop via screen pop.
  • Multiple match: The number you are calling is associated with multiple Agile CRM records.
  • No match: The number you are calling is not associated with any of your Agile CRM records.

Use call controls

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

  • Hold : Place the caller on hold, or resume a held call.
  • Transfer : Transfer the caller to another user.
  • Merge : If multiple lines are available on your extension, you can combine the current caller with another record to create a three-way call.

    Click New line above the call control panel, and dial the number. Once the new party answers the call, you can merge your two calls into a three-way conference.

    Note: The ability to make additional calls depends on how your Virtual Office extension is set up.

  • Record : Start or stop call recording.

    After the call ends, you can access and download the recording by opening your 8x8 Work for Desktop and opening the Call recordings tab from the navigation menu.

    Note: Before recording a call, please review applicable call recording laws in your vicinity or region.

Log calls

Upon terminating a call (inbound or outbound), Virtual Office 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 the Tasks 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. You can also access the tasks by searching in Agile CRM, or by opening the Call Log tab in Virtual Office for Agile CRM and clicking the Notes icon. Notes icon.

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

  • Single match: If there is a matching record, the call log is created and associated as a task to the record by default.
  • Multiple matches: If there are multiple matching records, the call log is created and associated as a task to the first record in the list. You can search for another record and link the call to it.
  • No match: In the absence of a matching record, the call log is not linked to any record.

Track incomplete call logs

We recommend that you complete and save your call logs immediately after a call ends; this ensures that the call log is as complete and accurate as possible. If agents are busy and unable to complete the call log activity immediately after the call, they can do so at their leisure by accessing the logs from Virtual Office for Agile CRM.

To finish and save a previously-uncompleted call log:

  1. Open the Call log tab in the integration panel to see the list of recently handled calls.
  2. From the list of calls, hover over the desired call and click the Notes icon to open the call log for editing.
  3. Click the drop-down menu next to the phone number and select Edit. The Edit screen displays.
  4. To link this call to an existing contact, enter the contact name in the Related To field.
  5. To link this call to existing deal, enter the deal name in the Related Deals field.
  6. The Status field displays Yet to Start by default, however you can change it to In Progress or Completed.
  7. Once you have logged the calls you want, click the Delete icon next to the name of the Unassigned tab of the integration to clear the list.

Note: You can also link an orphan log call to a new contact.