Call manager \ External source element

Modified on Tue, 2 Jul at 4:01 PM

Call Manager — checks the availability of an employee through the CRM system (Customer Relationship Management) and connects to them. This element is similar to the AmoCRM and Bitrix24 elements but allows the scenario to be linked with any other CRM system.

 

The Call Manager element significantly simplifies the client's interaction with the company, as the client does not need to search for the manager's contacts and call them independently. This element in the scenario specifies the point from which synchronization with the database should be carried out to check if there is a responsible manager for this contact — if there is, the call will be directed to them.

Drag the element into the scenario by holding down the left mouse button.

 

⚠️ Attention!
The API element must be placed before the Call Manager element. For more details, see the API element.

 

 

To edit the element, hover over it and click on the pencil button.

 

In the modal window that opens, select or create a variable that will interact with the variable in your CRM.

  

 

To set the Waiting Time, hover over the element and click on the clock button.

 

In case the manager does not answer the call, check the Limitation of External Source checkbox and select the number of seconds after which the call will be redirected to another destination. If the Limitation of External Source checkbox is unchecked, the Call Manager element will be the endpoint of the route.

 

Also see:

Call Scenario Elements

Variables in call scenarios

API requests

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