2. Integrations: Telephony

The Integrations module supports telephony providers such as CommPeak, CrocoCalls, Voiso, Imperitel, MomVoip, Sancom, and other SIP-based platforms. Once configured, employees can place outbound calls directly from the Clients module.

Steps to Configure

Navigate to Integrations:
Go to Integrations MS ➔ Integrations.
Locate the card in the list.
Hover and click the ✏️ Edit icon.

Assign Employee Numbers:
In the Edit integration drawer, scroll down to the Employees section.
From the first dropdown, select the employee who should be able to make calls.
In the field to the right, enter their assigned phone number.
Click the + button to save the mapping.
Repeat for additional employees if needed.

Save:
Click Save at the bottom-right of the drawer.
The integration now knows which employees are linked to which phone numbers.

Role Permissions

Before calling works, ensure the employee’s role includes the “Call” right:

1. Go to Roles ➔ Edit Role.

2. Under the Clients section, enable the checkbox Call.

3. Save the role configuration.

Without this permission, the Call action will not be available in the Clients module.

Making a Call

1. Go to the Clients module.

2. Search for and select the desired client record.

3. Open the Actions dropdown.

4. Click Call.

5. In the pop-up, confirm the telephony provider and click Call.

6. A SIP call will be initiated, and you’ll be connected to the client’s phone number.

Notes & Best Practices

Each employee must have a valid phone number mapped in the integration before they can place calls.
Calls are logged in the client’s drawer under Actions, ensuring traceability.
Always verify permissions when onboarding new team members.