gUnify Clio Connector AI

A cloud-based solution for Clio users who's hosted VOIP provider runs on the BroadWorks platform.

Wat is gUnify Clio Connector AI?

gUnify Clio Connector AI is een Chrome-extensie ontwikkeld door gUnify, en de belangrijkste functie is "A cloud-based solution for Clio users who's hosted VOIP provider runs on the BroadWorks platform.".

Extensie Screenshots

screenshot

Download het CRX-bestand van de extensie gUnify Clio Connector AI

Download gUnify Clio Connector AI-extensiebestanden in crx-indeling, installeer Chrome-extensies handmatig in de browser of deel de crx-bestanden met vrienden om Chrome-extensies eenvoudig te installeren.

Instructies voor het Gebruik van de Extensie

                        Note: You must have a confirmation code to use the features of this extension.  Confirmation Codes can be obtained from your VoIP service provider.

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The extension allows users to click-to-dial any number appearing in a Google Chrome browser and connects the call through their VoIP service provider.

- Click to Call
Click-to-dial any number appearing in a Google Chrome browser and connect the call through the VoIP service provider.

- Automated Call Logging
Automatically log all incoming and outgoing calls from VoIP service provider to Clio when the caller id or clicked number is matched to either a Salesforce contact or lead.

- Incoming/Outbound Screen Pop
Incoming screen pop with answer or decline and send to voicemail options. Call in progress screen pop with end call or open call log window options.  Missed call screen pop with call back or call back and open call log window options.


- Quick Add Phone Numbers to Clio
Unrecognized numbers can be added to new or existing contacts, leads or accounts from the call log window.

- Call Tagging and Note Taking
Easy to use call tagging and note taking for all inbound/outbound calls. You have the option to associate the call to Clio People, Accounts, and Matters.


-  Administrator Role for  Account Wide Features
Admins can enable features account wide:call logging for un-matched numbers in Clio, auto open call log window, minimum character limits in call notes, and customizable call noting subject structure. 

-  Quick Access to Missed Calls and Calls not Logged
The reports tab in the gUnify Panel allows users to quickly view and act on missed calls, calls not logged to Clio, and calls that associated the multiple Clio people. 

- Background App Ability
gUnify Clio Connector AI can run in the background without any Chrome window or tab being open.  Chrome will start running in the background when the system is restarted allowing screen pop notifications to work without user action

For more information:
https://businesssupport.vonage.com/articles/Answer/gUnify-Clio-Connector                    

Basisinformatie over de Extensie

Naam gUnify Clio Connector AI gUnify Clio Connector AI
ID koofdhmhodggbgelkfjbndajnejpaped
Officiële URL https://chromewebstore.google.com/detail/gunify-clio-connector-ai/koofdhmhodggbgelkfjbndajnejpaped
Beschrijving A cloud-based solution for Clio users who's hosted VOIP provider runs on the BroadWorks platform.
Bestandsgrootte 989 KB
Aantal Installaties 169
Huidige Versie 2022.614.1618.1
Laatst Bijgewerkt 2022-07-05
Publicatiedatum 2019-06-12
Beoordeling 4.00/5 Totaal 1 Beoordelingen
Ontwikkelaar gUnify
E-mail [email protected]
Betalingswijze free
Extensiewebsite http://www.gunify.com/site/Unified/Communications/Google/apps/clio_connector.html
Help Pagina-URL http://support.gunify.com/guides/clio-connector-ai/
URL van de Privacybeleid Pagina https://www.vonage.com/privacy-policy
Ondersteunde Talen en
manifest.json
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