Who should read this article: Administrators
Users may place outbound calls directly from integrated applications, browser extensions, or the Voiso interface using click-to-call.
Introduction
The Click-to-call feature lets users initiate outbound calls by clicking a phone number in an integrated application or a highlighted number in a browser window. Through the Voiso API, Virtual agents can be connected to automated click-to-call calls. It streamlines workflows by removing the need to manually copy and paste numbers into Agent Panel, improving speed and accuracy when connecting with customers.
Click-to-call is supported in several areas of Voiso:
- CRM integrations
- Google Chrome extension
- User account and role settings
- Security Access Groups
- Outgoing calling configuration
- Virtual agents (bots)
CRM integrations
Several CRM integrations, including HubSpot, Salesforce, and Zoho, support native click-to-call using embedded Voiso functionality. The following table shows the integrations that support click-to-call:
| Integration | Click-to-call | Screen pop | Calling list import | Call history |
|---|---|---|---|---|
| Salesforce | ✔ |
✔ |
✔ |
✔ |
| Hubspot | ✔ |
✔ |
✔ |
✔ |
| Zoho | ✔ |
✔ |
✔ |
✔ |
| Freshdesk | ✔ |
✖ |
✖ |
✖ |
| Bitrix24 | ✔ |
✖ |
✖ |
✖ |
| Syntellicore | ✔ |
✖ |
✖ |
✔ |
| Panda | ✔ |
✔ |
✔ |
✔ |
| Leverate | ✔ |
✖ |
✔ |
✖ |
When enabled, agents can click any phone number in the CRM to place a call through Agent Panel. The call uses the same Caller ID, routing, and recording settings defined in Voiso.
Agents must be signed in to Agent Panel for click-to-call from CRM integrations to work.
For setup instructions, refer to the specific CRM integration article under Integrations.
Google Chrome extension
The Voiso Chrome extension enables click-to-call and click-to-SMS from any webpage that contains phone numbers.
Once installed and signed in, the extension automatically detects and highlights phone numbers. Agents can then:
- Click a number on any web page to start an outbound call in Agent Panel.
- Select SMS with Voiso to open the New SMS page with the number pre-filled.
User account and role settings
You must grant click-to-call permissions to users to enable them to use this feature. The user’s account must have the Allow click-to-call permission granted.
This permission can be assigned individually in the user profile, role, or inherited through a Security Access Group.
Security Access Groups
Administrators can control click-to-call access organization-wide through Security Access Groups.
Granting the Allow click-to-call permission in a Security Access Group automatically enables it for all members of that group, ensuring consistent outbound calling privileges.
Enabling outgoing calling
Click-to-call requires at least one outbound Caller ID and a valid extension assigned to the user.
To confirm that outgoing calling is configured correctly:
Go to Users and ensure the user has an assigned extension and Caller ID. Refer to How to enable outgoing calling for more information.
Once configured, agents can initiate calls through click-to-call from CRMs, browser pages, or any Voiso interface that displays clickable phone numbers.