With Vtiger-Voice integration you can put a number to your helpdesk and see all your conversations with customers get converted to tickets automatically. Furthermore, your customers can get the status of their tickets on the go.
Plugin Configuration
Login into Voice application
Click on User Plugins in the main menu and then select Vtiger
Figure 1: User Plugins
Click on Config and select Add new configuration.
Figure 2: Add new configuration
Click on Add new configuration and provide the details.
Figure 3: configuration
Activate the plugin by checking the status option
Provide a Title to the configuration.
Provide a unique name to the configuration
Enter your Vtiger Username. (Click on the profile icon in your Vtiger account and get your Username).
Enter your Vtiger UserAccess Key. (Click on the profile icon in your Vtiger account and select My Preferences to get your Access Key).
Enter your Application URL (Where your Vtiger CRM HTTP host exists that URL. It must be publically accessible.)
Choose an option for Add numbers to leads
All means every number will add as Lead
Unknown Contact means whichever the number not existed in Contacts
none means it will not add numbers to LeadsSelect Lead Duplicate for allowing to add duplicate Leads records
Enter Ticket Confirmation SMS to send SMS to caller related to ticket information
Enter Ticket Status SMS to send SMS to caller related ticket status
Click on Save
Your configuration list under the Vtiger section of User plugins
Figure 4: Edit/delete configuration
You can edit or delete your configuration from here.
Once you save the Vtiger plugin configuration explained above, an IVR is created in your account
Figure 5: Vtiger IVR
