Calldacity Integrations | How to Setup the Zoho Desk Integrator

Calldacity Integrations | How to Setup the Zoho Desk Integrator

Calldacity Integrations | How to Setup the Zoho Desk Integrator

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Administrator Access Required:
To set up this integration, you will need administrator access to your Zoho Desk account and an Office Manager within the UCaaS Portal. 
Alert
User Identity Matching:

Email Address Identification: The UCaaS Portal uses email addresses to identify users in Zoho Desk.

No Email Present? If a UCaaS Agent/User doesn't have an email address, the Zoho Desk administrator can add the user's extension number in Zoho Desk to enable identification.

For Step-by-Step instructions on adding the Extension Number to the Zoho Desk User please navigate to Step 7.

Setup Steps:

1. Login to the UCaaS Portal


2. Go to the Integration Tab in the UCaaS Portal and Select on the "Enable" Button on Zoho Desk



3. Login to Zoho Desk


4. Accept the Connection


5. Integration Successfully Linked

      a. Screen Prompt:
Screen Prompt
      b. Icon Prompt:
Icon Prompt
      c. Integrator Enabled Successfully:


6. Adding Users to the Integrator

a. Hit the "Pencil" Icon located to the Left of the Enable Button 


b. Enable Users for Calls, SMS, and Meetings Data Logging by Selecting the Check Box under each Column


c. In the "Advanced" is where the Tokens can be located

(Please note: Any edits to this can affect the outcome of the task within Zoho Desk)



 - Contact: [[phone_number]]

 - Employee: [[employee]]

 - Call Direction: [[call_direction]]

 - Call Time: [[call_start]]

 - Call Event: [[call_event]]

 - Recording: [[recording_url]] [[transcription]] 

7. Confirming the User's information in Zoho Desk/ Adding Extension Number 

AlertUser Identity Matching

The Zoho Desk UCaaS Integrator uses email address identifications to verify the specific users/agents across the platforms to allow for the data to reach the correct agent.

No Email Present? If a UCaaS Agent/User doesn't have an email address, the Zoho Desk administrator can add the user's extension number in Zoho Desk via the Extension Field.

This Identification is critical for the Integrator to feed the data from the UCaaS environment over to Zoho Desk and associate it to the correct end user.

The following instructions goes over how to verify or add the email or extension number to the Zoho Desk User.

a. Going to Zoho Desk: Selecting Settings in the Top right and then Agents under User Management 

b. Search the User's to confirm email or extension number is under the User


c. Select the Fields to add Email and/or Extension 



Step 9: Accessing Call Recordings
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Please Note: For security compliance Calldacity provides a link to the recording in the Notes/Description Section of the Call Recording. 

To access call recordings via the recording links, you must be a minimum of an Office Manager Scope within the UCaaS portal. 

Additionally, for a call recording to be attached the UCaaS user who initiated or received the call must have Call Recording enabled on the User Level.
UCaaS User Recording Settings:


How to Access the Recording Links within Zoho Desk:



1. Select Activities View

2. Select Calls

3. Select designated Call 



4. Select More similar to above to expose the full description



5. Select call recording link within Notes/Description Section
(This will Pop a new Tab)
6. Enter your email address for authentication (Authenticate by either Login with OneCloud or Enter email address and send code)

7. Select Send Code

6. Secondary Option: Authenticate via Login with OneCloud (Continue to last step if authenticating through login with OneCloud)



8. Enter Code received on email

9. Hit Verify Code

Once authenticated, you will have access to listen to the call recording



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If you have any questions or issues, please feel free to reach out to Calldacity Support.