Get started with Virtual Office for Copper

Once you have access to Virtual Office for Copper, go through the following steps to get started:

Gather your credentials

In order to use Virtual Office for Copper, you need:

  • Login access to a CRM account.
  • Login access to an 8x8 Virtual Office extension.

Virtual Office for Copper is dependent on your Virtual Office extension also being logged in to either on your desktop or a mobile device.

Log in to the integration

Single Sign-On is not supported in Virtual Office for Copper; you must also log in to 8x8 integration after you log in to CRM.

To log in to the integration:

  1. Log in to your CRM account.
  2. Select Settings > Integrations > API Keys. You need an API key to log in to the integration.
  3. Click Generate API Key to generate a new API key.
  4. Copy the API key.
  5. Click the 8x8 integration icon. CRM then launches another login window, and the application Advanced screen launches in a floating browser window.
  6. In the CRM CRM login window, paste the API key you previously copied into the Username (API Key) field.
  7. Enter your login email address in the Email field.
  8. Click Submit.
  9. In the Advanced window:
    1. Select Virtual Office from the drop-down menu in the upper-right corner.
    2. Click Save. The Virtual Office login page appears.
    3. Enter your username and password, and click Login to launch Virtual Office.

Note: Multiple invalid login attempts may lock you out.

Ensure the Integration is Activated

In order for your integration to function, ensure that the integration is connected with CRM via your settings. The integration is enabled by default.

To activate the integration:

  1. Click the Settings icon in your integration panel.
  2. Go to Integrations > Copper > Connect. If connected successfully, you see a message summary.
  3. Click X to return to the main screen of the integration. Your integration is now active.

Tour the interface

The Virtual Office for Copper interface consists of a navigation menu with the following menu items.

  • VO tab: Access the primary features of the integration.
    • Phone : Access your dial pad, view your active calls, and take notes to log calls.
    • Call Log : Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in CRM.
    • Records : Access records from CRM and the 8x8 Virtual Office contact directory.
    • More : Click to access the option to log out of the app.
  • Search tab: Assign records to active calls with unknown numbers or numbers that have multiple record matches.
  • Settings : Customize your app settings.
    • Integrations > Copper: Manage your CRM integration settings for call logging and screen pop, and manage which CRM objects are available to be searched from the integration. Auto call log is enabled by default. CRM objects, such as Companies, Leads, and People, must be enabled by the agent.
    • Locale: Specify your locale.
    • About: View details on your user extension and the app.

Access records

From the Records tab, browse or search for records from your contact directory and/or CRM to make calls. Simply hover over the desired record, and click the Call icon to call.