FAQs in this section
Where is the recording of my calls stored in Vtiger CRM?
Can I call my customers directly from my laptop or desktop?
How is the Phone Calls module useful?
What are the telephony gateways that are integrated with Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Where do I add a phone number to use in the Phone Calls module?
How do I make a phone call from Vtiger CRM?
Can I use multiple gateways or service providers to make calls?
Can I set up a voicemail from the Phone Calls module?
Can I save my phone calls as text copies or transcripts?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
How do I make a phone call to my customer?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
How do I see the details for each phone call I have made?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
How do I integrate VICIdial with Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
Is it necessary to create an account in VICIdial?
How do I set up VICIdial with my CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How do I set up the recording filename for VICIdial?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why is the Recording Link not Working in Vtiger?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
Can I transfer a call to the CRM?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
What is PHLO Support for Plivo?
How many gateways can I set up for Asterisk in Vtiger CRM?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I install the Vtiger Asterisk Connector?
How do I configure Exotel in Vtiger CRM?
How does Exotel integration work with Vtiger?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How do I configure my Knowlarity credentials in Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
Can a phone number be linked to a case record?
Can a phone number be linked to a deal record?
What is the Phone calls pop-up configuration?
What is a Generic Phone Call API?
What are the benefits of using a Generic Phone Calls API?
In which editions of Vtiger CRM are the Generic Phone Call APIs available?
What is a UUID?
How do I configure Phone Call settings for the Generic gateway?
How do I send a request from Postman to create or update Phone call records in Vtiger CRM?
How to send a request from Postman to initiate a call in Vtiger CRM?
How to send a Postman request to update the Status field of the call in Vtiger CRM?
How to send a Postman request to update the call recording link in a phone call record in Vtiger CRM?
Can I assign incoming calls to a User or a Group in Phone Configuration?
What does the Country field in the Phone Call configuration do?
What is the purpose of duplicate prevention for the Office Phone and Mobile fields?
How do I verify that my Plivo API credentials are correct in the CRM?
How can I track my API usage with Plivo?
How can I resolve dropped calls or latency issues?
How can I verify a caller ID for outbound calls?
How do I correctly set up my CRM’s endpoint URL in Twilio for webhook processing?
How can I verify that Twilio is fully integrated into my CRM workflows?
How can I resolve authentication failures when using Knowlarity with Vtiger?
How do I configure Vtiger and Knowlarity for instant call logging?
How do I fix the caller ID mismatch between Knowlarity and Vtiger?
How can I ensure that Vtiger CRM has access to the recording folder?
How can I check if the syncing processes are running correctly?
Can I resolve call pop-up delays without changing servers?
How do I configure my Vtiger CRM and Twilio settings to display the call pop-up?
How do I disable the recording option for calls appearing in Twilio?
How do I troubleshoot when call pop-ups are not appearing for my calls from Twilio?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
Table of Contents
You can only configure Asterisk and other gateways if you are an Admin user.
You can set up the following two types of gateways with Asterisk:
Let us look at the procedure of setting up Asterisk as a Normal gateway.
Note: Log in to your Asterisk account and open both Vtiger and Asterisk tabs to set up the gateway.
Normal gateway
Let us first see how Asterisk works as a Normal gateway.
Follow these steps to set up Asterisk as a normal gateway:
Perform these steps in Vtiger CRM:
Configure your Asterisk Server information
The extension number should be configured on the User Preferences page for each user who can handle incoming and outgoing calls from the CRM.
Extension: [Extension_number]
For example, 1002
Once the configuration is completed on both sides, i.e., Vtiger and Asterisk, you are ready to make and receive calls in the CRM.
Note: Current integration does not support PSTN-based connections (only SIP Trunks).
You can set up the following two types of gateways with Asterisk:
- Normal gateway - To set this up, you must configure an extension phone number in the agent's preferences. When you call a client, it connects to the extension number first. Agents must receive the call on the extension number to connect with the client.
- Client gateway - Outgoing calls directly connect to the clients when you use client gateways. You can set up client gateways only with Asterisk and Plivo.
Let us look at the procedure of setting up Asterisk as a Normal gateway.
Note: Log in to your Asterisk account and open both Vtiger and Asterisk tabs to set up the gateway.
Normal gateway
Let us first see how Asterisk works as a Normal gateway.
- CRM admins must subscribe to the Asterisk service and get their Asterisk Number.
- CRM admins must configure Asterisk in the CRM.
- Individual sales and support representatives must set up their Asterisk Extension Number in their CRM preferences.
- Incoming calls - When a customer calls on the Asterisk Number, the call is routed to all the sales and support representatives. Any one of the representatives can attend the call.
- Outgoing calls - When a sales and support representative calls a customer, the call is first routed to the representative's own extension number. The representative must receive the call on their extension number, after which the call connects to the customer.
Follow these steps to set up Asterisk as a normal gateway:
Perform these steps in Vtiger CRM:
- Log in to CRM.
- Click on the User Menu in the top right corner of the screen.
- Click Settings.
- Look for the Extensions section.
- Select Phone Configuration.
- Click +Add Gateway.
- Select Asterisk from the Gateway drop-down.
- Select Active from the Gateway Status drop-down. This activates the gateway for incoming and outgoing calls.
- Set the gateway as default by selecting Yes from the Default Gateway drop-down. This step is optional.
Configure your Asterisk Server information
- Vtiger Asterisk App URL - configure server name where Vtiger Asterisk Connector is installed as shown:
Field Name | Description |
Protocol | http/https |
Asterisk_Server_IP | Your Asterisk Server IP |
Port | Server Port configured in Vtiger Asterisk Connector config file. |
Outbound Context | Vtiger-specific context configured in your Asterisk Server (as mentioned in Appendix) |
Outbound Trunk | Trunk configured in your Asterisk server. |
Outbound Prefix | SIP or Local (for Hosted Asterisk). |
Ticket Title/Opportunity Name | You can set the merge tags (fields) for the Ticket/Opportunity creation from Incoming Call Pop-up. |
Callback URL | Callback URL that has to be configured in Vtiger Asterisk Connector |
Vtiger Secret Key | A unique key generated for authentication, which has to be configured in Vtiger Asterisk Connector. |
- Click Save.
The extension number should be configured on the User Preferences page for each user who can handle incoming and outgoing calls from the CRM.
- Open My Preferences.
- Configure the user number in the Asterisk Extension field under the 'Asterisk Configuration' block.
Extension: [Extension_number]
For example, 1002
Once the configuration is completed on both sides, i.e., Vtiger and Asterisk, you are ready to make and receive calls in the CRM.
Note: Current integration does not support PSTN-based connections (only SIP Trunks).
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