How to use Client Actions

+ Cloud and Self Hosted

In this tutorial we will show you how to use client actions and transfer call data to an 3rd party application.

Trainings Video

Overview

Client actions allow you to transfer data to third-party applications for further processing (e.g. a CMS web application with customer data). Client actions can be controlled manually or work fully automated.

Create a new Action

The client actions can be found in the Client Settings.

  1. Open the via the pascom Menü

Open Client Settings

  1. Click on in the Settings menu

Actions

  1. Create a new action using .

Pass data to URL or application

At this point, you must decide whether you want to pass data to a URL (e.g. a web application) or to a application installed on your computer.

URL or App

Edit an Action

Here you determine which data you want to pass and how your action should behave. In our example we transfer the phone number of the caller to a URL.

Setup Actions

Set a Name

Assign a unique name to the action at , because you can create several actions and therefore you can see immediately what the action does.

Set the URL

At set the address of your web application, followed by a variable and the data you want to pass.

Example

Description Parameter
URL www.webadress.com
Variable of the web application ?phone=
Data from the pascom client ${number}
Result www.webadress.com?phone=${number}

The composition of the URL is of course completely up to you and you can therefore transfer the data as you need it.

pascom parameters that can be used


Parameter Description
${name} Contains the name of the caller, resolved from the phone book
${number} Contains the phone number of the caller
${MDC_LABEL-X} Contains the system variable of a label of the caller
${MDC_SKILL-X} Contains the system variable of a skill

Run actions automatically

Actions can be started automatically in connection with the call direction and a call result for the following call types.

  1. Internal calls from colleagues
  2. External calls on the own extension
  3. External calls via a team / queue

Call direction for automatic actions

For , specify whether the action should start automatically for incoming, outgoing or both call directions.

Trigger event for automatic actions

In the item, set when the action should start automatically. Already during ring, after accepting the call or when Hanging up the call.

Start actions manually

Actions can also be executed or started manually at any time. For actions that apply to the respective call, you will find a Button.

Start actions manually Start actions manually with one click

  1. Click on the button for an incoming call and A popup will also show you the name of the action that will be executed.
  2. Actions can also be started directly from the call journal. There you will find the same button.

Work with data in a third-party application

Of course, you should also process the data that you transfer to a third-party application (e.g. search for phone numbers in a CMS web application). Here you can be creative.

data in a third-party application Transfer data from pascom client to external application

  1. As you can see in the graphic above, the URL was given the telephone number of the customer, which can now be used externally.

Manage Actions

In the you can manage your actions. Add new actions, remove existing actions and favor actions that should be used by default.

Manage Actions Manage your actions in the pascom client

  1. actions that you temporarily do not need.
  2. Click on an to edit it.
  3. Please note that one action must always be marked as *. A single action is therefore always favorite.