Agent dashboards include an API that enables Chronicall data for users with dashboard licenses to be programmatically sent from Chronicall. It is important to note that Chronicall itself does not inherently enable direct communication with a CRM or other software. The API enables an integration to be built by sending specified information in the form of a URL or data packet.
There are 4 steps in configuring this in Chronicall. Open Chronicall's system settings, expand the Dashboards section, and open Dashboard API's and select "Add".
First, select the trigger "Type" as follows:
On Present - API will trigger when a call is presented to the agent
On Ring - API will trigger when a call is ringing the agent
On Dial - API will trigger when the agent is dialing
On DND - API will trigger when the agent goes on DND
Off DND - API will trigger when the agent goes off DND
On Drop - API will trigger when a call ends
On Login - API will trigger when the agent logs in
On Logout - API will trigger when the agent logs out
On Note - API will trigger when the agent creates a note in Chronicall
HTTP Post - Sends the selected data in the HTML header
HTTP Get - Sends the selected data in a URL address
Push External Listen Link to Third Party - HTTP Post that includes an externally accessible recording link (externally accessible IP needs to be specified in system settings)
Third, add the proper target path. This is the address of the process that you have built to receive the data sent from Chronicall.
Fourth, select the parameters that you would like to be sent for each call. This is done by clicking "Add Parameter" and select an element from the drop-down and give it a name. Available parameters include:
Account Code, Agent, Call Direction, Caller ID, DNIS, External Number, Group, Location, Notes, Time, and Tag. For example, if your website target is ximasoftware.com, you could pass along the caller ID as a parameter called "name." This means that whenever a call comes in, a web browser will automatically open to ximasoftware.com, followed by the name parameter. The full URL would end up looking like this:
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