Who should read this article: Administrators
How to integrate Voiso with the Fintech360 CRM.
Introduction
The Voiso Fintech360 integration provides click-to-call functionality and contact phone number masking for your agents while using Fintech360. Agents can make calls using the Agent Panel by clicking the phone icon or a phone number in Fintech360.
Integration
To integrate Voiso with Fintech360, navigate to Administration > Integrations, then click the Fintech360 tile.
The Fintech360 page provides information about the Fintech360 integration, instructions for connecting the integration, and a list of prerequisites you should have in place before clicking Connect.
Managing your integration
To manage an existing Fintech360 integration, navigate to Administration > Integrations, then click the Fintech360 tile.
On the Fintech360 integration page, you can reconnect an integration that has lost connection or disconnect a connected integration.
Click the Edit connection button and selected either Reconnect or Disconnect.
Reconnecting an integration
To reconnect an integration that has been disconnected, either manually or as the result of an error, or to modify the connection, click Edit connection, then select Reconnect.
Follow the on-screen instructions to connect your integration.
Disconnecting an integration
To disconnect an integration, click Edit connection, then select Disconnect.
In the Disconnect integration panel, click Disconnect to remove the integration from your contact center.