With CloudCTI's AssuPro telephony integration, the caller is recognized by the phone number sent and various actions can be automated. A call can also be set up automatically. With the CloudCTI telephony integration, AssuPro shows the caller's data when the phonenumber is recognized. A call can also be set up automatically.
Summary
On incoming calls, a small pop-up appears, which does not interfere during work, with data from AssuPro. Which data is shown may be freely adjusted. With a mouse click, a screen showing the caller's data within AssuPro can be opened real time. Optionally, additional actions can be added. Calls can be set up directly from AssuPro, entering phone numbers manually is no longer necessary. Incoming calls are displayed within AssuPro and when the caller is recognized, the name is shown. With a mouse click, a screen showing the caller's data within AssuPro can be opened real time. Calls can be set up directly from AssuPro, entering phone numbers manually is no longer necessary. The integration with AssuPro 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.
• Automatic recognition of phone numbers. The name as known in AssuPro is shown.
• With a mouse click, a screen showing the caller's data within AssuPro can be opened real time.
• The recognition is automatically updated daily (frequency adjustable)
• Any field from the AssuPro database can be displayed.
• Any field from the export can be displayed.
• All functionality is provided within AssuPro.
• Optionally, more actions on an incoming call may be automated.
Technical
The integration of AssuPro 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!.
When in AssuPro new contacts are created, CloudCTI automatically updates and recognizes them. In this way, correct operation is always guaranteed.
The integration establishes a connection (ODBC data link) to the database of AssuPro.
The integration reads the export files from AssuPro.
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.