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Info

This guide will lead you through the process of Microsoft Teams integration usage, starting from the app installation and activation, and ending with practical examples for call placing.  

Requirements

Created: July 2020

Permalink: https://confluence.wildix.com/x/Y4GEB


Panel
borderColor#ededed
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titleBGColor#ededed
borderStylesolid
titleFeatures
  • Click-to-callcall from the Users and Call History columns

  • Call History for the call done through the PBX
  • Dialpad


Table of Contents
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The application is available for download from this link.

Integration Installation

Setup

Step - 1

add_teams1.jpgImage Removed

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  1. Click on the "Apps" tab on the bottom-left menu of Teams.

  2. In the menu, proceed to the "Built

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  1. for your Organization" section.

  2. Click on the "Wildix" item.

Step - 2

  • Choose Advanced User Details subcategory
  • Press the Edit button
  • Scroll down to Call Center field and press the Magnifier button

Step - 3

You see a popup with two options:

  • Wildix Classic Call Center - will work only for Classic interface
  • Wildix Lightning Call Center - will work only for Lightning version

Choose WIldix Classic Call Center and click Save.

Switch

Note

In order to switch for Salesforce Lightning you also need to choose Lighten Call Center.  

Step - 1

  • 1 - Click on your profile
  • 2 - Go to the Settings page

Step - 2

  • Choose Advanced User Details subcategory
  • Press the Edit button
  • Scroll down to Call Center field and press the Magnifier button

Step - 3

You see a popup with only one option. Click on Clear Search Results to get:

  • Wildix Classic Call Center - will work only for Classic interface
  • Wildix Lighten Call Center - will work only for Lightning version

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  1. Image Added

  2. Click on the "Add" button.

    Image Added

  3. Click on the "Login to Azure" button. After the login you should see the next form:

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  4. Fill in your PBX credentials to the form and click on the "Connect" button.

    Warning

    Keep the Collaboration open while working with app 



Application Usage

Warning

Keep Collaboration open while working with app

Once you ended end the setup process you can access the application on from the left side of the page from all tabs except Reports and Dashboardsnavigation panel. 

Image Added


The application contains four tabsconsist of three items:

Menu

Main tab of application

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Dialpad

A place to fill in the phone number and dial it through the PBX. 

Phone

This tab is opening automatically if you have a call

  • Shows caller info 
  • Suggest to add in the contact list

History


List of previous calls with:

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