| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Helpdesk (helpdesk) • Project (project) • Subscriptions (sale_subscription) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 2322 |
| Technical Name |
forge_ziwo |
| License | See License tab |
| Website | https://www.forge-solutions.com |
| Versions | 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Helpdesk (helpdesk) • Project (project) • Subscriptions (sale_subscription) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 2322 |
| Technical Name |
forge_ziwo |
| License | See License tab |
| Website | https://www.forge-solutions.com |
| Versions | 15.0 16.0 |
ZIWO x Odoo Integration
Now you can unlock the power of Odoo integration with ZIWO and discover a world of endless possibilities, packed with an array of innovative features to elevate your customer interactions to new heights. Get ready to redefine excellence in customer service like never before!
Empower your business with Odoo x ZIWO integration, the industry-leading software! With this cloud contact center solution you will experience excellence, exceed expectations, and achieve limitless success. Choose ZIWO for unparalleled growth!
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ZIWO Features
Explore a multitude of exceptional features that come with our integrated solution. This integration with Oodo provides you with a remarkable array of features designed to revolutionize your business, delivering a myriad of benefits that will skyrocket your growth and leave your competition in the dust.
Here are just a few!
Inbound & Outbound Calls
Make inbound and outbound calls with this integration. It includes an embedded dialpad for effortless call handling, making it simple to receive and initiate calls within the Odoo platform.
Contact History
Deliver customers with personalized support by viewing a customer's contact history and details before jumping on a call.
Click to Call
A button will be placed next to the customer's phone number, so you can call your customers directly from the Odoo, and also you can call back customers immediately.
Conference Calls
Make conference calls in which youâll be able to talk to 5 or more people at the same time. After ending a call, all related details & activity will be logged directly into Odooâs call history.
Change Status
Agents can change their status so the team can also view their status (Available, Meeting, On Break,etc).
Add Notes
Agents can write down notes to their client profiles to keep track of their preferences.
Create New Contact
Create new contacts smoothly by entering the contact's first name, last name, email, and phone number.
Find Contacts
Effortlessly find and access contacts in Odoo's user-friendly interface, streamlining contact management and enhancing overall efficiency.
ZIWO Odoo Integration
Documentation & Guide
Overview
Agent screen is the central screen for operating calls, as well as viewing the history of all calls made by any agent.
System Tray Icon
The ZIWO System Tray Icon is used to quickly access your dialing panel with only one click.
Agent Screen (Overview)
You can navigate to the Call History tab in order to view the overall history of call records.
The contact field is used to search for a stored record of someone using mobile, phone, email or name.
Quick views is a summarized view of all available records in each category once a contact is selected.
Agent Screen (Contact Selected)
The option to edit contact details through the Edit Contact Wizard is available directly from the agent screen.
Click to call is also available here for fast one click calls.
The quick views are updated once the contact is selected:
Agent Screen (Edit Contact Wizard)
Quick changes to the contact details can always be made from agent screen quickly.
This avoids the need to navigate away and through multiple views to search and find the contact.
Agent Screen (Edit Contact Wizard)
Notes can also be added directly from agent screen to any record available in the quick views.
Once added, the note will show up on the corresponding record:
Call History (Overview)
Contact details show an up-to-date contact name, regardless of the mobile number.
Mobile number is a fixed field that stays the same regardless of contact changes.
Call details are also displayed with a call recording player if the call was answered.
Context/model is where you can set the context of the call.
Call History (Model/Context)
Call summary is applied once the model is changed.
This can also be applied through the settings automatically based on context. (Under Settings)
Click to Call (Overview)
Click to Call creates a call directly through one click and brings up the ZIWO panel as well.
Click to Dial opens a dial wizard where you enter the number you would like to call:
Both Click to Call and Click to Dial will retain the context of your active form if it is enabled in the settings.
For example, using Click to Dial will call a different number than the one on the form, but it will keep that active form as context.
These options are also available across Subscription and Helpdesk Tickets as well:
Settings (Overview)
History on Active Form: This will capture the context of your current form view if youâre on a call and that form is registered in Active Forms. The only available forms are Contacts, Helpdesk Ticket, Lead/Opportunity and Sales Orders (Subscriptions)
Navigate (Outbound Calls): If this is enabled, whenever an outbound call is made, it will navigate you to the agent screen and show you all the information about that contact if it is registered in the system.
Override Navigate (Outbound Calls): If this is enabled, whenever a call is made using Click to Call or Click to Dial, you will not be navigated to agent screen and it will override the setting above if it is enabled.
Navigate (Inbound Calls): If this is enabled, whenever an inbound call is made, it will navigate you to the agent screen and show you all the information about that contact if it is registered in the system.
Admin Auth Token: If this is filled in, it will be used as the default authorization token to retrieve the call recordings, especially if retrieving the call recording fails initially. (This requires retrieval of the auth token from the account name/organization admin.)
Settings (Active Forms)
• Contacts (existing contacts)
• Helpdesk Ticket (create new ticket)
• Lead/Opportunity (create new lead)
• Sales Orders (Subscriptions) (create new subscription)
If one of those is selected in your settings:
This will now be your default action whenever a call is concluded and either one is true:
• History on Active Form is disabled, regardless of the form that you are currently on
• History on Active Form is enabled, but you are not currently on an active format the end of the call
ZIWO Odoo Module - Forge Solutions License
This ZIWO Odoo module ("the Software") is developed and maintained by Forge Solutions on behalf of ZIWO ("the Client"). By using this Software, you agree to the following terms and conditions:
1. License Grant:
Forge Solutions grants you a non-exclusive, royalty-free, worldwide, revocable license to use, modify, and distribute the Software in compliance with the terms of this license.
2. Ownership:
The Software remains the property of Forge Solutions, and all rights not expressly granted to you are reserved. ZIWO holds the exclusive rights to use the Software for its internal business purposes.
3. Permitted Use:
You may use the Software solely for the purpose of integrating it with ZIWO's services and products, and for no other purpose.
4. Distribution:
You may distribute the Software, but only in its original, unmodified form and only as part of an integrated solution with ZIWO's services and products.
5. Modification:
You may modify the Software for your own use, but any modifications made to the Software must not be redistributed without prior written consent from Forge Solutions and ZIWO.
6. No Warranty:
The Software is provided "as is," without warranty of any kind, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose, and non-infringement. Forge Solutions and ZIWO shall not be liable for any claim, damages, or other liability, whether in an action of contract, tort, or otherwise, arising from, out of, or in connection with the Software or the use or other dealings in the Software.
7. Termination:
This license is effective until terminated. Forge Solutions and ZIWO reserve the right to terminate this license at any time if you fail to comply with its terms. Upon termination, you must immediately destroy all copies of the Software in your possession or control.
8. Governing Law:
This license shall be governed by and construed in accordance with the laws of the United Arab Emirates, without regard to its conflict of law principles.
By using the Software, you acknowledge that you have read, understood, and agreed to be bound by the terms and conditions of this license.
For questions or inquiries regarding this license, please contact Forge Solutions at info@forge-solutions.com.
Copyright © 2023 Forge Solutions. All Rights Reserved.
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