How can I integrate other CRMs with Wolkvox and in what way?
Table of Contents
Introduction
wolkvox allows integration with external CRMs through **web integration**, which facilitates the opening of a pop-up window in the default browser or in the internal browser of **AgentBox**. This allows client information to be automatically brought up when a call is received or made.
Configuration
Web Integration Configuration
- Access Wolkvox Manager
- Go to the "Integrations" tab → "Web Integration"
- Configure the integration link
- In the **"Integration Link"** field, enter the CRM's URL with the client's specific data.
- You can capture this information from the IVR or from a predictive campaign.
- This link allows you to connect Wolkvox with the client's CRM to automatically load the information of the person communicating.
Available Integration Variables
When configuring web integration, you can use the following variables to store information:
- {id\_customer} → Customer ID
- {id\_queue} → Queue ID
- {id\_agent} → Agent ID in Wolkvox
- {id\_id\_agent} → Agent's personal ID in another platform
- {name\_agent} → Agent's name
- {TELEFONO} → Phone number
- {id\_call} → Call ID
- F\_BASE64COD() → Encodes in BASE64
- F\_BASE64DEC() → Decodes in BASE64
Additional Options
- Open in default browser: Enable this option if you want the integration to open in the machine's default browser instead of the **AgentBox** internal browser.
- Activate AgentBox API Port: Enable this option and define the port for communication with **AgentBox**.
- Activate AgentBox API v2: Allows consumption of the agent's APIs within the tool.
Once the configuration is complete, **save the changes** and the integration will be active.