Manage Credits   

Number maintenance:

Recording storage:

1. 50,000 minutes: 25 credits/month
   
2. 200,000 minutes: 50 credits/month
   
3. 1,000,000 minutes: 75 credits/month
   

Call activity:

Click here to view the call rates for built-in telephony.

To view available credits

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
   
3. In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
   
4. You can view the number of credits under Available Telephony Credits.
   

To buy telephony credits

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. Click Buy Telephony Credits from the top right side. 
   
4. In the Buy Credits popup, enter the Number of Phone Credits to be Purchased.
   
   
5. Click Make Payment.
   
6. In the Purchase Phone Credits popup that appears, verify the price and click Calculate Price.
   
7. After verifying the price, click Make Payment.

To Auto-Recharge Credits

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
   
4. Select on the top right side. 
5. In the Auto Recharge popup, toggle "Would you like to enable Auto Recharge?" on.
   
6. Enter the minimum number of credits for your account in the Minimum Balance Limit field. A recharge will be initiated whenever the available number of credits falls below this minimum number.
   
7. Enter the number of credits to add in the Credits To Be Added When Balance Goes Below Minimum Balance field. When a recharge is initiated automatically, this number of credits will be added to your wallet.
   
   

7. Click Save.

Note:

Partners and partner-associated customers will not have the auto recharge option.

To view credit purchase history

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. ​In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
4. Click the More (...) icon and select View Credit Purchase History. 
   
5. In the Credit Purchase History popup, you'll see the list of all your credit purchases with details like:
   
1. the date of purchase
   
2. the user who initiated the purchase, and
   
3. the number of credits purchased.
   
   

1. Choose the Country.
   
2. Select the Number Type as Local, Mobile, or Toll Free from the dropdown list. Please note that all options may not be available for the country you've chosen.
   
3. Depending on the number type, you may have to select a Region or fill in an Address.
   
4. Choose a number from the Available Phone Numbers dropdown and click Next.
   

1. Verify the purchase summary and click Buy.
   

1. In the Confirm Your Purchase pop-up, click Buy Phone Number.
   

Note:

There is no limit on the number of phone numbers an organization can have.

To delete a number

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click Phone Numbers.
   
4. Click delete icon near the Phone Number.
   
5. On the confirmation pop-up for permanently deleting the number, click Delete Phone Number.
   

Manage Call Flows

Call flows allow you to configure how incoming calls are handled. You can build these using the Call Flow builder.

Each call flow comprises of two basic elements: states and connections between those states.

A state is a particular step in the call flow process. The different states available are:

Transfer to a user:

Use this when you want to route the call to one particular telephony user.

1. Enable or disable call recording
   
2. Set the ring timeout (in seconds)
   
3. Enable or disable queuing of calls if user is on another call. If this is enabled, you'll be able to make queue-related configurations like:
   

   1. The maximum number of calls in queue
      
   2. Enable or disable announcement for those callers. If enabled, you can decide to either read out a text message or play an audio.
      
   3. Choose the music to be played during the waiting period, and how many times that music is to be played.

4. Route the call to other states in case the call is timed out, if the user is not available, or if the user is busy.

Transfer to a telephony group:

1. You can also route calls to a telephony group. In this case, you have the options available in the Transfer to a user state along with the ability to set the ringing type as parallel or sequential.
   
   

1. Parallel: All users in the group will receive the incoming call simultaneously.
   

1. Sequential: The call will be routed to the users in sequence. You can set the time limit for a user to pick up the call. If the time limit is exceeded, the call moves on to the next user.
   
   

1. The order of routing will be the order in which the users have logged into Zoho Recruit. If a user is unavailable, the call will routed to the next user.
   

1. You can route the call to other states in case the call is timed out, if the users are not available, or if the users are busy.
   
   

Transfer to an IVR:  

1. You can configure IVR using the Key Press and Menu options. You can connect each of these menu options to another state. You can set a maximum of 11 Menu options.
   
   
2. You can decide if the announcement should be the reading of a text message, an audio file, or an audio URL. This state has a system-defined timeout of 5 seconds from the end of the announcement.
   

Announce to caller: 

Once the announcement has been successfully made, you can route the caller to the next state if needed.

Leave voicemail:

You can ask the user to leave a voice mail. Like the previous options, you can enter text, an audio file, or an audio URL for the announcement. You can also set the timeout for this state.

You can route the call to another state in the case of timeout.

Note:  

Wherever you have the option of adding audio, you can upload WAV files or add an audio URL.

1. The start state can be connected to only one other state.
   
   
2. Each state can have a maximum of 10 connections coming into it from other states.
   
3. Each state can have one or more connections leaving the state. This can range from one in the case of Leave voicemail state to eleven in the case of Transfer to IVR state.
   
4. No loops are allowed in a call flow. Let's say that a call has to pass through three states to reach the present state. You cannot connect the present state to any of those three states. 

Using the builder's intuitive interface, you can quickly build sophisticated call flows by dragging and dropping states and making connections between them.

To create a call flow 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Calls Flows tab.
   
4. Click Create Call Flow.
   
5. In the Create Call Flow popup, enter the Name for the flow and add a Description.
   
6. Select the Associated Phone Numbers from the dropdown list. Incoming calls to these numbers will follow the process you set up for this flow.
   
7. Click Next.
   
8. In the Call Flow builder, drag and drop the required states from the left pane. You'll have to configure each of these states.
   
9. Add and delete connections between states as required.
   
10. Click Publish.

Note:

If a number is not associated with a call flow, incoming calls will be rejected for that number.

You can associate a number with an existing call flow or new one from the Phone Numbers tab. Hover over the number, click the More (...) icon and select the required option.

1. You can save the flow as a draft by clicking the Save as Draft button.
   
2. If you've already published a flow, you can compare the draft with the published version by selecting their respective tabs in the Call Flow builder.
   
3. To deactivate the flow, toggle the Status in the Call Flows tab.
   
   
   

To edit a call flow 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Calls Flows tab.
   
4. Hover over the call flow you want to edit and click the More (...) icon.
   
5. Select Edit Call Flow.
   
6. In the Edit Call Flow popup, you can modify details like Name, Description, or Associated Numbers.
   
7. Click Next.
   
8. Make changes to the call flow using the call flow builder.
   
9. Click Publish to make those changes final. 

To delete a call flow  

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Calls Flows tab.
   
4. Hover over the call flow you want to edit and click the More (...) icon.
   
5. Select Delete Call Flow.
   
6. In the popup that appears, click Confirm.

Manage Telephony users

Note:

If you do not want to display the phone number during an outgoing call, you can mask the number using a custom caller ID so that if the prospect or customer calls you back, they will be redirected to the dedicated support number.  

To add a telephony user 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Users tab.
   
4. Click Add User.
   
5. In the Create Telephony User popup, select the User.
   
6. If you want to add this user to a Telephony Group, you can select the group from the dropdown list.
   
7. If you want the user to be able to make outbound calls, select the Allow to make outgoing calls checkbox.
   
8. If you want to record calls made by this user, select the Record outgoing calls made by this user checkbox.
   
9. Select the Outgoing caller IDs that must be available for this user.
   
10. If you want to allow the user to add custom caller IDs, select the Allow to add custom outgoing caller IDs checkbox. 
    

To edit a telephony user

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Users tab.
   
4. Hover over the telephony user whose details need to be edited and click the More (...) icon.
   
5. Select Edit Telephony User.
   
6. In the Edit Telephony User popup, make the necessary changes.
   
7. Click Save.

To delete a telephony user

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Users tab.
   
4. Hover over the telephony user whose details need to be edited and click the More (...) icon.
   
5. Select Remove Telephony User.
   
6. In the popup that appears, click Confirm.
   

Manage Telephony groups

To add a telephony  group

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Groups tab.
   
4. Click Create Telephony Group.
   
5. In the Create Telephony Group popup, enter the Name and Description of the group.
   
   
6. Select the telephony users from the Telephony Users dropdown.
   
7. Click Save. 
   

To edit a telephony  group

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Groups tab.
   
4. Hover over the telephony group whose details need to be edited and click the More (...) icon.
   
5. Select Edit Telephony Group.
   
6. In the Edit Telephony Group popup, make the necessary changes.
   
7. Click Save.

To delete a telephony group

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, click the Telephony Groups tab.
   
4. Hover over the telephony group whose details need to be edited and click the More (...) icon.
   
5. Select Delete Telephony Group.
   
6. In the popup that appears, click Confirm. 

Manage Recording Storage

 To record incoming calls 

1. Transfer to a user
   
2. Transfer to a telephony group
   

When you configure these states, you can enable the Record this call checkbox.

To record outgoing calls

1. Delete recordings automatically 3 months or 6 months after the date of recording.
   
2. Upgrade the recording storage plan:
   
3. 50,000 minutes: 25 credits/month
   
4. 200,000 minutes: 50 credits/month
   
5. 1,000,000 minutes: 75 credits/month

To view storage usage 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
   
4. Under the Recording Storage section, you can see the number of minutes of recordings against the available storage.
   
   

To set automatic deletion of recordings 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
   
4. Under the Recording Storage section, enable Delete Recordings after 3 or 6 months.
   

To change your storage plan 

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. Go to Manage > Manage Recording Storage > Change Storage Plan.
   
4. In the Built-In Telephony home page, the Telephony Plan Details tab is selected by default. If it is not selected, click the Telephony Plan Details tab.
   
   
5. In the Change Storage Plan popup, select the plan.
   
6. Click Next.
   
7. Validate the purchase summary and click Buy Storage.
   
   

View Call History   

To view and download the call report

1. Go to Setup > Telephony > PhoneBridge.
   
2. Under the Installed tab, locate InBuilt and click on Details.
3. In the Built-In Telephony home page, select the Calls History tab.
   
4. Click the funnel icon to filter the call report based on Call Type, Call Owner, or Time of Call.
   
5. Click Download to download the call history to your device.
   
6. Choose the location in your local device and click Save.