Set up telephony
Use telephony to create an integrated phone system and let your users complete calls with a single click from Zoho applications.
Your telephony integration:
- Gives pop-ups on all incoming calls.
- Notifies users of any missed calls and lets them set reminders for their outbound calls.
- Allows users to take notes during a call, so they don't have to remember the details after the call.
- Displays all relevant information when agents connect with a lead or customer, and when recruiters connect with potential candidates.
- Provides valuable insights based on your call data through reports and call analytics APIs.
To set up telephony:
- Sign in to the Zoho One Admin Panel.
- Go to Marketplace, then click Learn More under Telephony.
- Click Enable PhoneBridge.
- You can now integrate your PBX (your call management system, such as Avaya/RingCentral) with Zoho. Learn how.
Troubleshooting
|
Error |
Reason |
Solution |
|
Admin has not enabled Telephony in Zoho |
You're trying to set up your PBX without enabling PhoneBridge in Zoho One |
Ask your Zoho One organization's admin to enable PhoneBridge in the Zoho One admin panel, then try again. |