With HappyFox - Aircall Integration, agents can seamlessly unify voice channel to their everyday customer support experience without having to switch back and forth between platforms.
Using this integration, HappyFox agents can,
- Receive inbound calls and Initiate outbound calls, from the In-App Aircall widget inside HappyFox.
- Create HappyFox tickets automatically for any inbound or outbound calls. These tickets contain the call summary information along with the recording of the conversation.
- Automatically record voicemails and convert them as HappyFox tickets.
Applicable Plans: ✖️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️Enterprise Plus
Integrating Aircall with HappyFox involves:
Getting API Id and API key from Aircall:
- Log in to your Aircall Dashboard.
- Go to Account >> API Keys.
- Click "Add an API key".
- Enter a key name and copy the API ID and API key.
Installing the Aircall App on HappyFox.
- Log in to HappyFox.
- Go to Apps >> Voice >> Aircall.
- Click "Install".
- Enter the API key and API ID from the previous section.
- Select a Default Category - Tickets created for all calls will be associated with this category. Once the configuration is complete, you can change this category mapping for individual Aircall Number.
- Click Save to enable the integration.
- Once saved, all of your available Aircall numbers would be listed for category association,
- Choose the appropriate category for the corresponding Aircall numbers.
- Select the Aircall numbers for which inbound and outbound calls will create tickets in HappyFox, by checking the "Active" checkbox. You will still be able to make/receive phone calls(Depending on your team) from the In-App widget irrespective of the "Active" Checkbox status.
- Click Save to finish setting up Aircall Numbers.
Configuring the In-App Aircall Widget:
- Go to Ticket List Page. On the Top bar, Click on the "Phone Icon".
- Important Note 1: As of 29 September 2018, Only Chrome/Chrome-based Browsers are supported for the In-App Aircall Widget. Other browsers such as Firefox, Safari are not supported.
- Important Note 2: Please allow Microphone access to your HappyFox URL in your chrome website permissions. Learn more about this here.
- Enter your Aircall Login Credentials and Click "Sign in".
- Connect your microphone, Complete the basic audio test and you're good to go. Learn more about Aircall widget capabilities here.
Making Outbound Calls from HappyFox:
Steps:
- Click the "Phone Icon".
- Go to the Aircall "Dialer". Enter the Phone number and press "Call".
- End the call after the conversation is over.
if you have enabled the phone number "Active" checkbox while configuring the Aircall numbers, after a few minutes you will be able to see a ticket with the corresponding call summary and recording:
Answering Inbound Calls From HappyFox:
You can receive phone calls for the numbers configured in App settings and for those numbers inside AirCall you are a part of, from within HappyFox:
if you have enabled the phone number "Active" checkbox while configuring the Aircall numbers, after a few minutes you will be able to see a ticket with the corresponding call summary and recording:
Automatic ticket creation for voicemails
If you have missed an incoming call and have voicemail configured in Aircall, within a few minutes a ticket will be created with the voicemail message and the call summary: