Documentation
pascom Product Documentation and Release Notes
-
Desktop Client User Guide
- Log on to the pascom client
- Layout and Overview
- Profile and Contactlist
- Search, Smart Filter and Notifications
- Making and receiving with the pascom Client
- Transfer, Pickup and Call forwarding
- Groups for Chat-Rooms and Conferences
- Chat, Group-Chats and Filesharing
- Use Video-Telephony and Screensharing
- Audio- and Video Conferencing
- The Call- and Team History
- pascom Teams - Working with call queues
- The Phonebook
- Send and receive faxes
- Use the Call Recording System
- Managing My Devices
- Remote Control of Mobile Devices
- Headset and Audio Settings
- Line Key Configuration
- Door Bell usage
- Extension Switch usage
- How to use Client Actions
- Use Kuando Busylight
- pascom Client Settings
- How to use the tomedo® Integration
- Quick Start
- Server Setup
-
Mobile Client User Guide
- pascom Mobile App pairing and login
- Profile and Contactlist
- Search, Smart Filter and Push-Notifications
- Telephoning with the pascom Mobile Client
- Groups for Chat-Rooms and Conferences
- Chat, Group-Chats & Filesharing
- Use Video-Telephony
- Audio- and Video Conferencing
- The Call- and Team History
- pascom Teams - Working with call queues
- The Phonebook
- Door Bell usage
- Extension Switch usage
- Mobile App Energy Optimisation Settings
- User Management
- Telephone Book
- Web Conference User Guide
- Team Management
- Client Administration
- Endpoints
- Gateway Configuration
- Trunks
- Trunk Templates
- Automatic Call Distribution
- Modules
- Concepts
-
How to
- Data protection and IT operations in the pascom cloud
- Monitoring via Nagios or Icinga
- Setup Mobile Access via the Internet
- Using a Lancom as a Router
- Nextragen - VoIP & Network Monitoring
- Subscription Downgrades
- Setup Extensions
- Remove Dialplan Loops
- Function / Service Codes
- Change SIP Header
- Telephone Provisioning via DHCP
- tomedo® Integration setup
- Support & Release Notes
- REST API
How to use Client Actions
+ Cloud and Self HostedIn 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.
- Open the via the pascom Menü
- Click on in the Settings menu
- 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.
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.
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.
- Internal calls from colleagues
- External calls on the own extension
- 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 with one click
- Click on the button for an incoming call and A popup will also show you the name of the action that will be executed.
- 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.
Transfer data from pascom client to external application
- 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 your actions in the pascom client
- actions that you temporarily do not need.
- Click on an to edit it.
- Please note that one action must always be marked as *. A single action is therefore always favorite.