1
need to add calling and chat option in my crm
Source: directus/directus#23041 · opened by @shraddharevdikar
Summary how to integrate these features: 1. Integrating Calling Functionality a. Choose a VoIP Provider: - Select a reliable VoIP (Voice over Internet Protocol) provider such as Twilio, RingCentral, or Zoom Phone. b. API Integration: - Use the VoIP provider’s API to integrate calling features into your CRM. - Implement functions for making, receiving, and logging calls. c. User Interface: - Design a user-friendly interface within the CRM where users can initiate and receive calls. - Include features like call hold, transfer, and call history. d. Call Recording and Tracking: - Implement call recording functionality for quality assurance and training purposes. - Track call metrics such as call duration, call outcome, and follow-up actions. e. Sync with CRM Records: - Ensure that calls are linked with the relevant customer records in the CRM. - Automatically update customer interactions and notes after each call. 2. Integrat…
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