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Placetel CTI für Salesforce

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Update 6.6 (Autumn 2021)

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Modification history version 6.6 - Autumn 2021  (9/2021)

 

 

Presence State

•Live Agent Status Dashboard- Get presence state information about all CTI users. The Live Agent Status Dashboard automatically refreshes. It works independently from the phone system

 

 

•Presence state and user profile when searching in the internal phone directory or doing a call transfer

 

 

•New reason code added - Logout

SMS

 

•SMS can now be used within a flow or process builder to send out an SMS based on an condition, e.g. order confirmation or case close

•New SMS subject options

 

 

Phone System integrations

•Connect to BroadWorks, Cisco Webex Calling

•3CX - Server based integration - supporting Windows SoftPhone, Browser based phone and mobile app including presence state synchronization

Other new features

•Create a new record for a custom object - if the custom object has a lookup field for contact or account it will insert contact / account

 

Install Update

•Update installation step by step

•Recommended Update Settings