How does Knowlarity SuperReceptionist Integration with Zoho ( V3 ) work?

How does Knowlarity SuperReceptionist Integration with Zoho ( V3 ) work?

Once user enable the integration the flow works as follows:


1. Incoming calls:

a. Call originate:

When the incoming call originates agent will be able to see the popup notification on Zoho products as shown below:



b. Call answered:

When the is answered the popup will change accordingly and the call duration counter starts as shown below:


c. Call hangup:

Once the call is complete the following popup will be shown in Zoho product:



d. Lead/contact creation:

If the phone number is not saved in Zoho product then it’s possible to create a lead/contact when the call is received by an agent.



After selecting lead or a contact once the call ends there will be a popup in which agent has to fill up the details for the customer and save it.



e. Lead/Contact activities:

Once the agent creates lead or contact all the call of the details can be seen under lead details closed activities.



2. Outgoing calls:

a. Agent originate:

When agent use click to call and places an outbound call from Zoho product the following popup will appear on Zoho product:


b. Customer originate:

When the customer call is originated the following popup will appear 



c. Bridge complete:

The following popup appears when bridge is complete:




d. Hangup:

After the call is complete the following popup will be shown:


e. Missed:

In case of call missed the following popup will appear: