Set up Call Popup for Linkus UC Clients

Yeastar supports a lightweight integration with a third-party application (such as CRM system, ERP system, etc.) to achieve call popup via custom popup URL, allowing users to view relevant contact details on the pop-up web page. You can enable call popup for extension users' Linkus Desktop Client or Web Client, and the setting will be synchronized to their Linkus Clients.

Note: Extension users can also change the settings on their own Linkus Desktop Client or Web Client (Path: Preferences > Features > Call Popup), and the updated settings will be automatically synchronized to the PBX.

Restrictions and requirements

Restrictions

The feature only works when Linkus Desktop Client or Web Client is logged in.

Requirements
  • PBX server: Version 84.21.0.16 or later.
  • Third-party application:
    • Web-based.
    • Support to provide a URL that can identify callers via Caller ID and Caller ID Name.

Procedure

Follow the instructions below to set up call popup for extension users' Linkus Desktop Client and Web Client in bulk. You can also customize it for a specific extension.

  1. Log in to PBX web portal, go to Extension and Trunk > Extension.
  2. Select the checkboxes of the desired extensions, click Edit.
  3. Under the Linkus Clients tab, select the checkboxes of Bulk Edit and Open Contact URL Using Custom Popup URL for the desired Linkus Client.

  4. Set up third-party integration via Popup URL.
    Setting Description
    Popup URL Enter the third-party URL, followed by the variables that you want to pass.
    Supported variables:
    • .{{.CallerNumber}}: Incoming Caller ID
    • .{{.CallerDisplayName}}: Incoming Caller ID Name.
    • .{{.DIDNumber}}: DID Number (only for inbound calls)
    • .{{.DIDName}}: DID Name (only for inbound calls)
    • .{{.StartTime}}: Call initiation time

    Take Solve360 CRM as an example: https://web/solve.360.com/{{.CallerNumber}}&{{.CallerDisplayName}}
    Communication Type

    Select which types of calls will trigger the call popup.

    • Inbound: Inbound calls from external users.
    • Internal: Internal calls from colleagues.
    Popup Method
    Decide the method of call popup.
    • Automatically popup: If you want the Linkus client to automatically open the contact details page, do as follows.

      1. Select Automatically (Only for Incoming Calls).
      2. In the Trigger Event drop-down list, set when the call popup will be automatically triggered.
        • Ringing: An incoming call reaches.
        • Answered: An incoming call is answered.
        • Call End: An incoming call is ended.
    • Manually popup: If you want the extension user to manually open the contact's URL during a call, select Manually.
  5. Click Save.

Result

  • If automatic call popup is configured, when the extension receives an incoming call, a browser webpage automatically pops up based on the specified call-related events, displaying relevant customer information.
  • If manual call popup is configured, the extension users can click the CRM label on the call window to manually open the contact's details page during a call.

Important: For the first-time use, users need to allow pop-ups and redirection in the web browser, or the pop-up screen can NOT be opened automatically.