Creatio base
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Managing calls

In Creatio, all base telephony features (for example, receiving incoming calls and making outgoing ones, putting calls on hold and transferring them to another number) are available on the communication panel. To display the [Calls] tab, click the btn_com_open_cti_panel.png button.

By default, internal calls are available in the system. Set up integration with telephony to enable external calls. To make and receive calls, use a headset.

Contents

Outgoing call

Incoming call

Subscriber identification

Conversation mode

Putting calls on hold

Transferring calls to another number

Video calls

Calls history

Call recording and playback

Agent status menu

See also

Phone integration setup

Feature Comparison for supported phone systems

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