1. Requirements for the integration
The user needs to be logged in the Telavox deskto /webapp and the Mobminder webapp at the same time on the same computer.
2. Features provided by the integration
- When an operator takes a call, the calendar of the appropriate agenda opens up on their screen
- When the calling number is recognized by Mobminder, the customer/patient file is preselected on the calendar
3. Telavox admin configuration
3.1 Create the widget
Before proceeding, a call widget must be created. Call widgets are managed directly in the Admin portal under Users > Call Widgets > Manage call widgets > Create new call widget.
1. First we need to enter a name for the call widget
2. Next go to the section Header settings and enter the following information in there:
3. When everything is done, click on Create Widget
3.2. Assign the widget
Link the call widget for the wanted users in the Admin portal by going to Users > Call Widgets > select user(s) > add widget > select the Mobapp created widget.
4. Setup in Mobminder
To match the user with the appropriate agenda, you must set up the phone number in Settings & Preferences > Communications > Call center phone.
