Send Call Details via Email

To streamline your call follow-up process, you can email call details, such as contact information, call notes, and AI call summary from the Linkus client. This feature is available both during an active call and after the call ends.

Requirements

PBX Server
The firmware of the PBX server is 83.21.0.66 or later.
Yeastar Linkus for Google

Prerequisites

You have selected the desired email client on the Linkus Web Client and completed the following settings.

  • If you use the system default email client on your computer, set a default email client within your operating system and sign in to an account.
  • If you use a web-based email client, sign in to an account in the corresponding web interface.

Procedure

  1. Locate and click the button for email sending based on your scenario.
    Scenario Methods
    Send call details during an active call
    • If the call note feature is available, click More > Call Notes > System Default.

    • If the call note feature is unavailable, click More > Send Email.
    Send call details after a call ends
    • In the post-call pup-up window, click .

    • Click on the top left corner to redirect to Linkus Web Client and click beside the desired call log.

    The Linkus client automatically launches the specified email client (a desktop application or a web application) and creates a new email that is pre-filled with the recipient's email address, a subject, and a body containing the call details.

  2. In the new message window, add desired recipients' email addresses, review and edit the email information as needed.
    Note: It is recommended to avoid entering excessively long content, as the email client or the browser will automatically truncate the message when it exceeds their allowed maximum size, resulting in incomplete content.
  3. Click Send.

Result

The call details are sent to the specified email addresses.