With the CloudCTI telephony integration, AgencyBloc shows the caller's data when the phonenumber is recognized. A call can also be set up automatically.

Summary

Incoming calls are displayed within AgencyBloc and when the caller is recognized, the name is shown. With a mouse click, a screen showing the caller's data within AgencyBloc can be opened real time. Calls can be set up directly from AgencyBloc, entering phone numbers manually is no longer necessary. The integration with AgencyBloc is preconfigured in the CTI Wizard and can be completed in just a few steps.

Features

• Set up a call automatically (click-to-call) with a mouse click or hot key.
• With the AgencyBloc-Teams integration name search and caller recognition are not available within Teams.
• With one mouse click the caller’s record from AgencyBloc pops up and provides real time info.
• With AgencyBloc click-to-call, caller recognition and screen pop are available within the AgencyBloc environment.

Technical

The integration of AgencyBloc is included in the CTI Wizard making installation very easy. Most settings are already configured so that only a few customer-specific data need to be filled in and a clear manual is available. The integration is configured once for the entire company. CTI has never been easier!.

Compatibility

CloudCTI is a fully cloud-based software and therefore deployable anywhere and easy to implement. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.

Case

Brunet Lawyers continuously improves their services with BaseNet, which links all communications to files. Because telephony is a critical component in the legal profession, they integrated the Xelion telephony system with BaseNet via CloudCTI software. Wondering how this smart connection optimized their processes? Read the full customer case study!

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