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Call records are not pulled into processes

Incoming calls are sometimes recorded, sometimes not.
Outgoing calls are not recorded.
Please tell me how to fix it.
Example process. Telephony Binotel
https://more-moto.crm-onebox.com/admin/customorder/lead/3467/edit/
In the commentary to the process it is written
Call from 007929000xxx
Call from 2021-06-28 15:47:52 to 901
Is it possible to write an incoming or outgoing call?
Original question is available on version: ru

Answers:


Mokhov Alexey Yurievich wrote:
Incoming calls are sometimes recorded, sometimes not.
Outgoing calls are not recorded.
Please tell me how to fix it.
Example process. Telephony Binotel
https://more-moto.crm-onebox.com/admin/customorder/lead/3467/edit/

Is there already a recording of the conversation in the event at the moment added?

Mokhov Alexey Yurievich wrote:
In the commentary to the process it is written
Call from 007929000xxx
Call from 2021-06-28 15:47:52 to 901
Is it possible to write an incoming or outgoing call?

What is the value in this when it is indicated that they called from an external number to an internal number?
30.06.2021, 16:33
Original comment available on version: ru

Here are examples. Please see what is wrong. The pop-up window of the incoming and outgoing call is shown, there are no records.
Therefore, there were 3 incoming (shown without recording) and 2 outgoing (not displayed)
https://more-moto.crm-onebox.com/admin/customorder/lead/3635/edit/
Also no entry:
https://more-moto.crm-onebox.com/admin/customorder/lead/3656/edit/
03.07.2021, 12:22
Original comment available on version: ru

1. This action adds just as text who called whom, without audio recording.
2. To add comments from employees (outgoing calls) - you need to enable the setting "Create a process, even if it is a call from an employee" in action
05.07.2021, 17:44
Original comment available on version: ru

Could you write in detail what settings are responsible for adding a call recording to processes, what settings should be done?
Records of outgoing calls are not added. (I added the checkbox Create a process, even if it is a call from an employee in Automation once a minute / Turn a call into a process)
Some entries are there, some are not. Here without the entry https://more-moto.crm-onebox.com/admin/customorder/lead/4004/edit/
What has been done now:
For incoming calls Automatic actions once per minute / Turn a call into a process
Settings Phone: 901, 902 (Binotel)
Business process: Lead inquiries Status: Incoming call
Checkbox When there is an incoming call, create a task for the employee who answered the call
Checkbox Create a process, even if it is a call from an employee (there is still no record of an outgoing call)
Checkbox Check for creation of business processes
Switch process only Last created
Checkbox Consider only open client processes
13.07.2021, 12:42
Original comment available on version: ru

There are several options for resolving the issue by adding entries to the comments:
1. finalize the action "Turn a call into a process" so that instead of a comment it adds a specific call, as when creating it - such refinement will take 1 hour
2. add the action "Add a call to comments" at the necessary stages, which will check for new calls once a minute and add them to the comments
13.07.2021, 17:58
Original comment available on version: ru

Added the "Add call to comments" action to the Lead Appeal/Procedures/Actions when editing a process
Recordings of calls were generally restyled to be displayed in the process, only a comment in text that there was a call.
Are these settings correct?
Action settings:
When switching to a stage, check calls for the last N minutes: 2
When running once a minute, check calls for the last N minutes: 30
When running, once a minute, check calls for processes closed no later than N days ago: 0
The checkbox is checked Check all directions of calls (outgoing/incoming)
The checkbox is unchecked Add a call to comments even if there is no call record
14.07.2021, 13:04
Original comment available on version: ru


Mokhov Alexey Yurievich wrote:
Are these settings correct?

Quite possibly
Can you provide examples of the event that you think should have been added to the process (also need an example)?
Please provide examples with links.
14.07.2021, 13:48
Original comment available on version: ru

Lead contact. On it for today incoming and outgoing calls. There are no records of calls, only a comment about the call.
https://more-moto.crm-onebox.com/admin/customorder/lead/4048/edit/
The card of this contact, it has all the call records.
https://more-moto.crm-onebox.com/admin/shop/users/3710/
14.07.2021, 15:28
Original comment available on version: ru


Mokhov Alexey Yurievich wrote:
When running once a minute, check calls for the last N minutes: 30
When running, once a minute, check calls for processes closed no later than N days ago: 0

maybe it's better to add an action to the step https://more-moto.crm-onebox.com/admin/shop/workflowstatus/287/action/new/ , and not to the procedure?) the record may not be immediately from Binotel
16.07.2021, 16:36
Original comment available on version: ru

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