Euphoria Integrations - How to use the Euphoria SoftPhone in Zendesk

Euphoria Integrations - How to use the Euphoria SoftPhone in Zendesk

1. Log on to Zendesk

2. From the dashboard, click on the Phone Icon to open it. 

3. Add the username and password to log on. 

4. Choose Auto Register or Auto Register and WebRTC for the default engine. Calls can now be made or received.  

5. To dial out enter a number and click on the call button or press enter on your keyboard to initiate the call.

6. When a call is made or received the caller has the following options.

6.1. The use of the dial pad for IVR options.
6.2. Hold, to action what is needed.
6.2.1. Whilst on hold the user can end the call, continue to speak to the caller, or transfer the caller. 
6.3. To transfer the call, click on the transfer button. type in the number or extension to transfer to and confirm or cancel the transfer. 

6.4. Other on-call options include changing the volume. Adding the caller to a conference, adjusting the speaker, or placing the call on mute

7. Once the call is ended it will be added to the recent call list.which can be used as a quick dial option to call clients back.

8. Softphone users can also change their phone status. (This will be seen by all internal callers when they call or transfer to your extension.)

9. Personal settings can be adjusted. When settings are changed, press “save” to ensure all preferences are captured. 


    • Related Articles

    • Euphoria Integrations - How to use the Euphoria Softphone in Freshdesk

      Log into Freshdesk From the dashboard, click on the Phone Icon to open it. Add the username and password to log in. Choose Auto Register (which will use the external client by default) or Auto Register and WebRTC to use WebRTC for the default engine. ...

    • Euphoria Integrations - Zendesk Agent with Dialer Extension

      Log into Zendesk Log on to Zendesk From the dashboard, click on the Phone Icon to open it. Add the username and password to log on. Choose Auto Register or Auto Register and WebRTC for the default engine. Calls can now be received. Note: When a call ...

    • Euphoria Softphone Integration with Excalibur

      What is the Purpose of this document? This guide provides an overview of the necessary steps and best practices for effectively setting up the integration and using the TMS Softphone within the Excalibur environment. In this document, we discuss: ...

    • Euphoria Integrations - Euphoria Softphone in Microsoft Teams

      Add the Team's username and password to log in. Click on the Phone Icon to open it. To dial out, enter a number and click on the call button, or press Enter on your keyboard to initiate the call. Use the following controls within the call. The use of ...

    • How to Integrate with Zendesk - Step by Step Instructions

      To Add the Euphoria cloud phone to Zendesk, the user needs: Super User Access on the TMS. Or API & Integration menu item on a Manager Account. Zendesk Administrative rights. Add API Login 1. Click on the API & Integration menu item. 2. Click on the ...