Guides

MS Teams

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MS teams when integrated enable your support team to enhance their productivity with better call handling.

📘Get Started

Follow the below-mentioned steps to successfully integrate your MS Teams with Smartflo.

  1. Log into your Smartflo Account.
  2. Navigate to the Integrations Tab from the side-navigation panel.
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  3. In HPBX integration, click on enable for MS Teams integration.
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  4. In a new tab, log in to your MS Teams Account.
  5. Click on the Apps option from the side navigation panel.
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  6. Search for the Smartflo application and install it in your MS Teams account.
  7.  In Integrations Tab, click on More Details in the MS Teams option.
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  8. Click on Enable and select your desired user for the integration.
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📘

Note: You can select either a mobile or extension number for the user.

  1. Open your Smartflo Application on MS Teams and log in using your user credentials.
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  2. You have successfully integrated your Smartflo Account with MS Teams. Start using your Application.
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  3. This app integration provides the below-listed functionalities of Smartflo through MS Teams.
    1. Click To Call (Outbound Calls)
    2. Call Detail Records( show duration, status, disposition status, etc)
  4. To use the Click To Call functionality, go to the Make a Call block in the side pane. Dial the number of your choice and select the DID number from which you want to make the call.

    List of various outbound statuses.
FieldDescription
RingingThe call is ringing at the agent’s and customer’s end respectively.
AnsweredThe call is connected through the agent and customer.

📘

Note: The outbound status keeps on changing according to the call interaction.

  1. After each call, there’s a new call log added to the list which various Call Detail Records fields are enlisted.
FieldDescription
Phone NumberThe number from which the call is received or is dialed from our portal.
TypeWhether it is an incoming or outcoming call
DurationThe time duration of the call
StatusWhether the call was answered or not
DateThe date on which the call was recorded.
Dispositionstate of the call, such as whether it was answered, unanswered, forwarded, or went to voicemail.
RecordingRecording of the call

Updated 17 days ago