Purpose:  This article explains how to AgentCRM integrates with the phone service

Product Overview

AgentCRM natively integrated with RingCentral Phone Service. 

RingCentral Integration can be turn on / off using Application Marketplace screen.

User must have existing RingCentral account to use this product feature.

Getting Started

Please follow these quick steps to link Your RingCentral Account to AgentCRM

1. Navigate https://fmo.kizen.com/marketplace 

2. Turn On RingCentral App

Please Note:  By default you will have it turned off.

3. Notice RingCentral floating panel shown up on the bottom of the screen

4. Click Expand Icon on the floating panel

Please Note:  you can change floating panel position on the screen by clicking and dragging panel to a new location on your screen using ellipsis control in the image above  

5. Sign In to Your RingCentral Account

5. Authorize Kizen ( AgentCRM ) to access RingCentral 

6. Pick a line if you have multiple phone numbers, Accept an Emergency Calling Number, 

7. Review RingCentral DialPad floating window

Summary:  User now can see RingCentral App DialPad in a floating window, make or receive calls without leaving AgentCRM

Key Features

RingCentral Integration enhances AgentCRM user experience by automating workflows, increasing call efficiency and improving the quality of customer interactions, quickly assigning call dispositions, logging calls, taking notes and more, without jumping back and forth between applications.

Click-To-Call

Inbound Call Notifications

1. Click Accept

2. Switch to Kizen tab in the RingCentral DialPad and Click Contact record to navigate in AgentCRM

Please note:  If you have a multiple contacts with the same phone number, Kizen DialPad tab will show All Contacts with matching phone number, allow you to choose which contact you would want to see on the screen

Automated Activity, Phone Call & Timeline Entry for Inbound and Outbound Calls

Recorded Activity

Phone Call Entry

Click On Call Link to view details

Timeline Entry