- To create a board with Air Call and Zoom applications, click the “Home” icon and go to Request Dashboard.
- In the Request Dashboard page, click “New Support Board” button.
- In the Desk Details column provide your desk name in the text box and click “Save” button.
- Next in the Support Channel column, choose your Telephone applications such as Air Call and Zoom from the drop-down box and then click “Next” button.
- Next in the Security column, users can give access permission to their team members by clicking Agents.
- Once Agent is clicked, a popup window will show all the team members. Users can choose the team members to whom they need to give access.
- Then click “Save” button to save and move to next.
- Next in Voice/Message Settings, click the Air Call / Zoom / Twilio number.
- And enable the buttons under Voice and SMS columns as per the required permissions.
- If user needs to provide access to all the agents chosen in the previous page, then enable “Allow all agents” or else can choose agents.
- Then click “Next” button.
- Next in the SLA Policy column, Click Yes or No as you have Service Level Agreement or not.
- Then Submit. Now your board is created with the applications you have chosen.
- Zoom application can be integrated from the My Apps in “My Settings”.
- To make a call through Air Call or Zoom, go to Home and click Request Dashboard.
- Then click Go to Board.
- Now select the required Board available under “All Boards” column.
- Then go to Configuration available on the right corner of the page.
- Users can also provide access in Voice/Message Settings here.
- To make a call, click any customer and click on “Call” icon on the customer page.
- Then select any application shown below to make a call.
- Once the user chooses Air Call, a popup window will show the Air Call number.
- Now click on “Select” button to proceed.
- If the customer number is already provided in the contact details, then system will redirect to AirCall application.
- Click “Open AirCall” to open the application.
- If the customer contact number is not available, then enter the number in the popup window.
- Click “Call History” on the bottom right of the page to view all the previous call details.
- Call history will be shown in the new popup window.
