Call Journaling with custom parameters.

[Sergio.P]

Hello everyone,
I successfully implemented a custom CRM integration and it’s working flawlessly, including the API endpoints for Call Journaling.

I’m now trying to trigger a phone call from html using the hyperlink “tel:1234466”, so my question: is it possible to trigger the webclient (pwa) passing a custom parameter like, for example, a “ticketId” so that it’s routed to the CRM Endpoint and I can catch it along with the other parameters?

Thank you!
Sergio

 

[edossantos]

Hello Sergio,

The tel URI can be handled by the 3CX Desktop App, but you can't pass any parameters to it, just the number.

 

[Sergio.P]

Thank you @edossantos for your reply.


On the template wizard for the Custom CRM integration I see there are several predefined parameters for the call journaling that can be sent to the CRM endpoints.

My scenario is the following:

1. Operator trigger a call from the CRM webpage with an additional parameter (taskId)
2. The 3CX call the CRM endpoint for the Call Journaling, passing the taskId parameter along with the predefined ones.

Is there any way to achieve that?

Thank you,
Sergio

 

[edossantos]

Hello Sergio,

Only the variables mentioned here are available during call journaling. Unfortunately there is no way to achieve what you need.

 

[Sergio.P]

Thank you for your clariification!

 

[OlegOLP]

Thank you @edossantos for your reply.


On the template wizard for the Custom CRM integration I see there are several predefined parameters for the call journaling that can be sent to the CRM endpoints.

My scenario is the following:

1. Operator trigger a call from the CRM webpage with an additional parameter (taskId)
2. The 3CX call the CRM endpoint for the Call Journaling, passing the taskId parameter along with the predefined ones.

Is there any way to achieve that?

Thank you,
Sergio

Pay attention to the developments of third-party companies. Perhaps the webhook generator will help you

https://creomate.com/3cx-webhook

 

[Optica.Erick]

I trust this message finds you well. I am Erick from Optica, and I am reaching out to discuss a potential enhancement in our client engagement process.

We are keen on gathering feedback from our clients following their interactions with us. To streamline this process, we are exploring the possibility of integrating our system with the RMS survey portal. The envisioned integration would involve triggering an SMS to clients automatically after a successful call.

Could you please provide insights into whether such integration is feasible with your system? We believe this enhancement will significantly contribute to our client feedback process and overall service improvement.

Thank you for your time and consideration. I look forward to your response.

 

[OlegOLP]

I trust this message finds you well. I am Erick from Optica, and I am reaching out to discuss a potential enhancement in our client engagement process.

We are keen on gathering feedback from our clients following their interactions with us. To streamline this process, we are exploring the possibility of integrating our system with the RMS survey portal. The envisioned integration would involve triggering an SMS to clients automatically after a successful call.

Could you please provide insights into whether such integration is feasible with your system? We believe this enhancement will significantly contribute to our client feedback process and overall service improvement.

Thank you for your time and consideration. I look forward to your response.

Yes, such algorithms are possible.

Your system receives webhook events about all calls with links to the conversation recording. Your system responds to successful calls and launches its own quality assessment process. Saves the results including recording the conversation in MP3.

Your system periodically makes a request for recent calls and also responds to successful calls. Then the process repeats.
Get a trial version on our website and try to build an MVP https://creomate.com/start

 

[Optica.Erick]

Thanks, OlegOLP, would you maybe have an insight on how we can integrate below platform with 3cx
Link Is:
API DOCUMENTATION