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Info

This guide will lead you through the process of Freshdesk integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements

Created: July 2019

Updated: February 2020

Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/MADmAgtwnOAQ


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  • Click-to-call working on "Contacts" and "Tickets" pages

  • Incoming and outgoing call popup
  • Auto-detect existing contact and redirect to its page
  • Creating a new contact via the sidebar
  • Show Freshdesk About field in the pop-up


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Setup the Integration as Freshdesk App

Setup the Freshdesk App

  • Go to Admin tab Image Modified in your Freshdesk dashboard
  • Choose Apps Image Modified from  Helpdesk Productivity category
  • Press the  Get More Apps button
  • In the sidebar search field, type: "Wildix CTI Calling App", and choose the integration
  • Click on the Install button


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One last thing is to insert your API key. You can discover your key in your Profile Settings. Just press on your avatar in the top-right corner. In the sidebar on the right, you will find the API Key


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Finish the installation process by copy your API key from the setting page and past it to the sidebar of the installer.  

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  • The icon in down - left corner. It shows and hides the pop-up 

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  • Sidebar in the Tickets and Contacts pages. This is a place where Click-to-call button located


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Make a Call

Warning

Keep Collaboration open while working with the application

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You can not call contacts without a phone number. The application recognizes both Work phone and Mobile phone fields from the Freshdesk.

  1. Locate the number that you want to dial in a Сontact or Ticket pages.
  2. Click the call button or the number. The number is automatically dialed in the softphone (Collaboration application).
    • A number that has already been clicked cannot be clicked again for five seconds.
    • The  button does not appear next to fax numbers.
  3. Pop-up now shows contact info: name and phone number. And you'll receive a notification about an outgoing call in the top-right corner.


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Answer a Call

Warning

Keep Collaboration open while working with the application

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You can tell that you have an incoming call if you see a flashing red button near your tab name on the browser. It also plays the ringtone. You should also receive a notification in the top-right corner


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Details about the call, if any, are displayed just above the Answer button, and typically include:

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To answer an incoming call, press the green button in the pop-up.

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