With Bubble365 Embedded Phone App you bring your CRM functionality directly to your softphone or contact center application, such as Webex, Callto365 and Roger365. On an incoming call, all relevant cu...
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Bubble365 Embedded Phone Apps are compatible with the following installation methods:
Bubble Desktop: yes (for Windows and macOS, see the system requirements here)
Bubble Cloud: yes
Note: refer to t...
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To get started with the Bubble365 Embedded Phone app—provided it is available for your telephony platform—follow the configuration guide for that specific platform by clicking here. Please note that y...
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Op het startscherm van de Bubble365 App vindt u de Zoekbalk. Deze functie biedt u een handig hulpmiddel waarmee u snel contactgegevens kunt opzoeken uit gekoppelde bronnen. De Zoekbalk doorzoekt de vo...
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During an incoming or outgoing call, all relevant customer data from your CRM is displayed immediately. The overview that appears is fully customizable (see "Configuration") and allows you to perform...
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If multiple results are found on the caller's phone number, you can use the arrow buttons (below the action buttons) to click through to the next result found. If you want to influence which contact i...
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If you are also offered other calls during a phone call, those calls appear at the bottom of the pop-up notification and you can easily switch based on a mouse click.
Note: The images provide a gene...
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Through the call history, you get an overview of your completed phone calls. If desired, you can reopen a pop-up notification by clicking on it, allowing you to perform various actions.
Note: The im...
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From the pop-up notification, you can directly write a call note, which - if supported by your CRM - is automatically saved under the appropriate relation after the call. No call note required? Then,...
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The Activity Hub is the central place where AI call transcripts, originating from your telephony platform or connected third-party solutions, are pushed to the CRM together with the call log—either au...
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Want to start an outgoing call by dialing a phone number? Simply type the number in the SearchBar’s search field, and the call button will appear automatically.
Note: The images provide a general im...
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Because each Bubble365 app can include additional features specific to the application in which it’s integrated, these extra features are described in the configuration guide for that particular appli...
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Note: Each Bubble365 app may include additional settings that are specific to the application where Bubble365 is integrated. These extra settings are detailed in the configuration guide for the respec...
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