Set up Call Popup
After the integration with Zendesk, a web browser tab displaying the Zendesk contact's information will be automatically launched when a Zendesk user receives an inbound call from a Zendesk contact by default. You can also configure the call popup to be triggered when a call is answered or ended as needed.
Prerequisites
You have integrated Yeastar P-Series PBX System with Zendesk.Procedure
- Log in to PBX web portal, go to .
- Click
to edit the extension associated with a Helpdesk user.
- In the Linkus Clients tab, scroll down to your desired Linkus client, then select the checkbox of Open Contact URL Using System-Integrated Helpdesk.
- In the Popup Method section, decide the method of
call popup.
- If you want the system to automatically open the Helpdesk
contact details page, do as follows:
- Select Automatically (Only for Incoming Calls).
- In the Trigger Event drop-down
list, set when the call popup will be automatically
triggered.
- Ringing: A call popup will be triggered when a user receives an inbound call from a Helpdesk contact.
- Answered: A call popup will be triggered when a user answers an inbound call from a Helpdesk contact.
- Call End: A call popup will be triggered when a user finishes a call with a Helpdesk contact.
- If you want the associated extension user to manually open the contact's URL during a call with a CRM contact, select Manually.
- If you want the system to automatically open the Helpdesk
contact details page, do as follows:
- Click Save.
Result
- If automatic call popup is configured, when the specified trigger event
occurs on an inbound call from a Zendesk contact, a new browser tab will be
launched to show the contact's information from the Zendesk.
- If manual call popup is configured, the associated extension users can click
the
CRM
label on the call window to manually open the contact's details page during a call with the CRM contact.
Note: The pop-up web page might be blocked by the browser. In this
case, users need to click on the blocked icon at the search bar, allow the pop-up
window and website redirection, then click Done.