Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Phone integration

The integration between Creatio and telephone networks enables making and receiving calls directly from the system interface. To use other phone integration functions in Creatio, phone integration setup is required.

After the phone integration has been set up, you will be able to manage calls in Creatio: make and receive calls, put calls on hold, transfer calls, make video calls and record conversations.

To manage your calls, use the [Calls] tab (btn_com_open_cti_panel.png) of the communication panel.

The history of all calls is stored in the [Calls] section that provides standard options for working with the information. In the section, you can search and group the stored data, and set up the section analytics.

Contents

Phone integration setup

Available Webitel base phone integration settings

How to integrate with Oktell

How to integrate with Asterisk

How to integrate with Cisco Finesse

How to integrate with TAPI

How to integrate with CallWay

How to integrate with Infinity

How to integrate with Avaya

Feature Comparison for supported phone systems

Creatio phone integration FAQ

See also

Managing calls

Phone integration (development guide)

 

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