CRM Screen Pop and Click-to-Call
The customer card opens automatically on an inbound call; clicking a number in the CRM starts the call.
- Category
- CRM
- Connection type
- Ready connector
- Included in plan
- All plans
- Average setup time (min)
- 10
Single Sign-On (SSO / SAML)
Sign in to the console and agent app with your corporate identity provider; users are created and removed automatically.
In large organisations, managing a separate username and password for every new tool is both a security risk and an operational burden. SAML 2.0 single sign-on makes your corporate directory the single source of truth.
Scope
- Console and agent app sign-in with SAML 2.0
- User and group sync with SCIM: automatic creation on joining and removal on leaving
- Role mapping: administrator, supervisor or agent rights by directory group
- Multi-factor authentication inherited from your identity provider
- Session length and device restriction policies
Your identity provider's metadata file and a test group are enough to set it up.
Key features
- SAML 2.0 sign-in
- SCIM user sync
- Role mapping
- Session policies
Technical details
| Standards | SAML 2.0, SCIM 2.0 |
|---|---|
| Setup time | 1 working day (incl. testing) |
| Support | Included in enterprise plans |
Similar items
Helpdesk Ticket Creation
A ticket is opened automatically for every support call, with the recording and summary attached.
- Category
- Support / Helpdesk
- Connection type
- Ready connector
- Included in plan
- All plans
- Average setup time (min)
- 15
ERP Account Matching
Matches the caller number with the ERP account; balance and open orders appear on the agent's screen.
- Category
- ERP and Accounting
- Connection type
- API / Webhook
- Included in plan
- Pro and above
- Average setup time (min)
- 45