Ooma Enterprise
Click to dial, call history, contact matching & notes integration with Zendesk Support.
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Kompatibel mit
Support
Entwickler:in
Ooma, Inc
Available to all customers on a Zendesk Suite plan or Customers with Support + Talk Partner Edition - Learn more at https://www.zendesk.com/pricing
Ooma Enterprise Integration
Ooma Enterprise is a business phone service that helps business owners communicate with their employees and customers from anywhere with seamless continuity.
Ooma Enterprise integration for Zendesk Support provides an embedded CTI client, allowing users to manage and streamline their communications – all from within the Zendesk UI.
Control you Phone
Ooma Enterprise can be used as a CTI client in conjunction with your existing deskphone, providing details of call you are on.
Key Benefits
- Embedded Communications – Avoid context switching by having a client embedded within Zendesk
- Click-to-dial – Simplify call setup and minimize mis-dials using click-to-dial links
- Contact Matching – Auto identify contacts based on Caller ID to save time on calls
- Notes – Call details get automatically added to Tickets
- Call History – Simple visibility of previous calls and missed calls with easy redial.
- Call Notifications – Bowser incoming call notifications with details on caller and support number called
- Multi-Tab Support – View and control calls on any Zendesk tab you have open
Installationsanweisungen
To use Ooma Enterprise integration, you must already have a Ooma Enterprise Advance Reporting solution configured. for more information, contact support for more information
Installation
nOoma Enterprise integration provides a CTI client available for users of Ooma Enterprise. To be enabled, configuration within your Ooma Enterprise account and Zendesk is required.
NOTE:_ For information on the full features of Ooma Enterprise Zendesk integration, please refer to the documentation.
Prerequisites
To install the client, a Zendesk user with permissions to install and manage applications is required.
Installation Steps
Please follow the steps below to deploy Ooma Enterprise integration for Zendesk:
On the Advance Reporting portal, ensure all users have the following permissions: * 'Website Access'
- 'CRM User'
On Zendesk, install Ooma Enterprise from the Marketplace
Complete the settings as per the information below
Client Settings
Please configure the settings below to complete the installation.
Title
If required, the default name of 'Ooma Enterprise' can be overridden. This appears on the Title bar of the application within Zendesk.
Log calls as comments on tickets
Controls whether Ooma Enterprise adds a 'Note' automatically to tickets with call details.
Enable role restrictions
If required, restrict access to the app to specific roles within Zendesk.
Enable group restrictions
If required, restrict access to the app to specific groups within Zendesk.
Logging In
The installation should now be complete, and the client should be visible within the Zendesk interface:
To sign in, click the 'Log In' button. You should be presented with a login window:
You now need to authenticate. Enter you Ooma Enterprise credentials. Once authenticated, you should be presented with the idle screen:
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