The main field used is the Phone Number field. If the phone number is assigned to the integration, and you are still experiencing issues, please be sure to check the workflows that you have set up.Īircall works with integrations by pushing specific data from Aircall to a specific set of fields within the integration. (For example - If your Sales team is reached by calling a general IVR number then selecting option 2, you will need to have both the IVR number and the phone number option 2 directs to, assigned to the integration to ensure all calls are logged). Should an IVR number not be assigned, any calls which connect initially to that number may not log. ⚠️ Please note: If you are using IVR numbers with your Aircall account, please make sure to assign those numbers to your integration as well to ensure all calls are logged. All you have to do to fix that issue is to assign the phone number to the integration. If the phone number is not assigned to the integration, then your calls will not log. Please see the configuration guides for each integration for details.įrom the Integrations & API section of the Aircall Dashboard, you will be able to assign your Aircall phone numbers to an integration, and set up specific workflows that vary depending on the integration. Depending on the integration, additional number formats may be accepted. If your phone numbers are not saved in this format, your calls will not log correctly. When using Aircall with an integration, please be sure that your contact’s phone numbers are saved in your integration in what is called the E.164 Format. If your company experiences staffing changes and the Admin user that set up an integration is removed or has their rights revoked, the integration will stop working and become deactivated. When installing an integration, it is important to also note that the Admin user must be the same Admin user in both Aircall and the integration. ⚠️ Please note in some cases the email addresses are case sensitive. Upon installation, please be sure to double-check that you are using the same email address in Aircall and the integration. If you are using different email addresses in each system, your calls will not log correctly. In order to set up and successfully use an integration with Aircall, each user connected to Aircall and the integration must have the same email address in both systems. You will easily find the plan requirements listed in each setup guide. If you are not using the minimum required plan in either Aircall or the integration, you will need to upgrade in order to install and configure it. Please be sure that you have an eligible Aircall subscription as well as the required plan for your CRM in order to install and configure the integration. Information is passed through the phone number and logged accordingly to the integration. If you are having trouble logging calls to your integrated CRM, this guide will help you double-check the most common set-up snags before you contact the Aircall support team.įirst, keep in mind that the integration is set up on the Aircall side, at the number level (not the user level). To enable this new feature, go to settings > channel settings > voice channels and toggle the box that says “Log calls on start without waiting for recording.Aircall is most powerful when connected with your essential business tools. You can also log Aircall calls from the beginning of a phone call and add internal notes throughout your call. Select the appropriate phone numbers that return from Aircall.Provide your Aircall credentials such as your Aircall API Token ID and API Token Secret.Under “Channel Settings”, select “Voice Channels”.Start by going to your Re:amaze Settings menu. Getting started with Aircall from Re:amaze is super easy. Incoming call recordings from Aircall will be marked as resolved conversations. Incoming voicemails from Aircall will be marked as Open and Unresolved conversations. The two development teams at Re:amaze and Aircall are working together to enhance the integration so businesses can eventually make and take inbound calls directly within the Re:amaze dashboard! Customers that have phone numbers attached to their identities will automatically be associated to incoming Aircall recordings and Aircall voicemails. This partnership between Re:amaze and Aircall brings you the ability to bring in Aircall call recordings and Aircall voicemails directly into your Re:amaze dashboard. Integrating Aircall with Re:amaze enhances your ability to provide seamless customer service alongside your other channels such as live chat, email, social media, SMS/MMS, and FAQ.
0 Comments
Leave a Reply. |