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 between Salesforce and a contact center application. The Voiso Salesforce integration embeds the Voiso softphone in the Salesforce Utility Bar to enable call handling in Salesforce.
Agents can click any phone number in the Salesforce app, such as Sales or Service, that you have connected to the Voiso phone (refer to Salesforce detailed setup guide).
Watch this video to see click-to-call in action.
Use Case: Placing a call from the Salesforce mobile app
From the Salesforce mobile app — not the desktop browser — agents can place a call directly from a Lead, Contact, or Account record using the Voiso Call action.
On a record, tap the action menu, then tap Voiso Call. Select one of the record's phone numbers to place the call — the Voiso mobile app opens and places it through your contact center. The call is logged to the Salesforce record the same way as calls made from Salesforce on desktop.