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Use Cases
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Making calls
Who should read this article : All users Use Click-to-call to call contacts directly from Salesforce. Use Case: Click-to-call Agents are more efficient when they can make calls directly from Salesforce instead of switching back and forth be...
Updated on : 13 Sep 2024
Call History
Who should read this article : All users Use Call History to view details about outbound, inbound, and Dialer calls. Use Case: Call history Voiso can be set up to automatically send details about calls to Salesforce. These may be viewed in ...
Updated on : 10 Feb 2025
Dialer campaigns
Who should read this article : All users Run your outbound Dialer campaign using Salesforce to provide the calling list. Use Case: Running a Dialer campaign using your Salesforce leads Who should read this article : Administrators, Superv...
Updated on : 13 Sep 2024
Receiving calls
Who should read this article : All users Use Agent Panel in Salesforce to receive inbound calls. Use Case: Receiving an inbound call in Salesforce The Voiso Salesforce integration lets you receive phone calls from your contacts without leav...
Updated on : 13 Sep 2024