Create a new webhook

This guide will walk you through the process of creating a new Webhook, assigning it to specific users, and adding a call widget to present caller information effectively.

1. Log into the Admin Portal.
2. Click on Users.
3. Navigate to Webhooks.
4. In the upper right hand side of the page click on the tab "Webhook".
5. And then click on "Create a new webhook".

Add Webhook Details

1. Name: Provide a custom name that describes the Webhook’s function. This name will help you identify it later when assigning it to users.
2. Description: Add a description that explains what the Webhook does. This is useful for your colleagues to understand its purpose.
3. Event: Select the event for which the Webhook will be triggered. For example, if you want the information to be available before the call starts, choose the "ringing" event.
4. URL: Enter the URL that will connect to the CRM system. Use the system variable {system.caller} to pull the caller’s phone number for lookups in the CRM. For displaying this in the Desktop client, use the GET method.
   
5. HTTP Headers (Optional): If your system requires authorization, input the necessary details here.
6. Return Variable: Provide a variable name (e.g., crm_contact) that will store the result of the GET request. This variable will be used later in a Call Widget.
   
7. Timeouts: The search ends if no answer is found from the 3th party system. 
   
8. Once all fields are filled in, click "Save". 
9. Your Webhook is now created and ready for use.

Assgin the Webhook to Users

After creating the Webhook, choose the users who will benefit from it:

1. Mark the user under Users in the Admin portal.
2. In the right panel, click on "Add Webhook".
3. In the pop up window that appears, find and select the Webhook you just created.
4. Click "Add" to assign it to the selected user.

Add a Call Widget to Display Caller Information & Configure the Call Widget

Add a Call Widget to Display Caller information 

With the Webhook created and assigned to a user we want the agent to see the person calling in, to do this we want to represent the caller in a presentable way. Depending on the API and how the data is sent one can do this in many different ways but lets do an assumption. 

{
firstName: John,
lastName: Doe,
phoneNumber: +4612345
company: : {
  name: Acme    
    } 
}

Create and assign a Call widget on a user: 

1. Go to Users. 
2. Click on Call widget. 
3. Click on Manage Call widgets in the top of the right corner.
4. Click on Create new call widget.
5. Under the section Advanced Settings fill in the variable you want to do a representation of, for this example {crm_contact}. 
   
6. Click on Add content row. Fill in the information suitable for your needs. 
7. By using the context rows and use the saved variable we can customsize the widget in to our needs. In this case create three content rows. 
8. Under the Titel you can use the saved variable and write and define what parts of the response you want to use. 
9. Under Label add a name so the user understands what information they are looking at.
   
10. When the widget is created you press Create widget. 
11. Then mark the users in the tableview who should be added to this widget.
12. In the right side panel menu click on Add widget. 
    
13. Mark the widget you just created and assign it to the users. 
14. And then simply click on Add widget.
    

Now for their next call they will see the information your Webhook collects visible in the call modal.