Call Tagging on ~.UcClient.~ Unified Communications

Phone Keys

Mon, 01 Jan 0001 00:00:00 +0000

Tagging calls from a phone #

The examples below can be used as guide on how to tag calls from some different SIP phone types.

Ensure the placeholder values below are replaced on the actual URL provided to the phone key:

{tagId} -> The unique id for this tag instance
{value} -> The value to tag against the call
{presenceId} or {userID} -> The ~.Dimensions.~ user id or Presence ID (extension number) of the user who the phone is assigned to. This is required so that the correct call can be tagged

tip

The ~.Dimensions.~ user Id can be found in the URL of the portal when editing a user.

~.pbx.kazoo.name.~ Callflows

Mon, 01 Jan 0001 00:00:00 +0000

Tagging calls with a Call Flow #

Calls can be tagged directly from ~.pbx.kazoo.name.~ Call Flows, allowing calls to be tagged with categories (Sales, Support...) or flags (VIP...) as they route through the communications platform.

To tag a call from a call flow, add a 'Webhook' to the call flow from the 'Advanced' menu:

Then configure the webhook with the following parameters:

URL: Copy the URL from the Tag page and paste here, remembering to exchange the {value} placeholder with value you wish to tag the call with.

3CX Callflows

Mon, 01 Jan 0001 00:00:00 +0000

Tagging calls with Call Flow #

Calls can be tagged directly from 3CX Call Flows, allowing calls to be tagged with categories (Sales, Support...) or flags (VIP...) as they route through the communications platform. On 3CX, you can also prompt incoming callers for information (Ticket Numbers, Case References..) and add this information to the call data for future reference.

To tag a call from a call flow:

Download the Dimensions Call Tag component.