Make/receive calls directly from the Salesforce interface
Ringover Dialer
If the option has been properly activated, you can observe 'Ringover' written and clickable at the bottom left of your window. This indicates that your Dialer is available on Salesforce, and numbers are accessible through 'Click to Call.' When you click on 'Ringover,' your Dialer appears.
When making a call, your contact's record automatically appears in the background of your Dialer.
Upon hanging up the call, after a few seconds, the new task performed (with its playback) becomes visible! The transcription will also be available on the task after a few minutes.
If you receive an incoming call, the call's popup window appears on Salesforce, and if you answer, the contact details are displayed in the background.
Please note that Salesforce's activity feed does not update automatically; you need to manually click the 'Refresh' button.
Have a history of all calls and SMS (WhatsApp included) in your client profiles
WhatsApp logs are also available in the activity feed, accessible from the integrated Dialer.
Listen to recorded conversations, to voicemails left by your clients and access Empower transcription summaries
(you need to activate this option in your Ringover account beforehand)
At the end of the call, once the new task is updated on the customer record, clicking on it allows you to access the link to its recording ("Call record" highlighted in red).
Below the link to your recording, you can click on the link to the call transcription available on Empower and read the call summary.
Notes
Ringover's dashboards
Salesforce dashboards include a tab called 'Ringover,' displaying Ringover statistics: click on the tab for a dropdown list and select 'Dashboard.' You can also create reports.
Integration Troubleshooting
If the Ringover calling interface is not working in Salesforce
If you encounter issues with the Ringover calling interface in Salesforce, follow these troubleshooting steps:
- Check and enable third-party cookies in your Chrome browser settings
- Clear your browser cache after changing cookie settings
- Close and reopen the Salesforce page
- If the issue persists, contact technical support through the appropriate channels
To help diagnose technical issues, you can record your screen:
- On Windows: Press 'Windows+Alt+R' to start screen recording
- On Mac: Press 'Shift + Command + 5' to open screen recording controls