Phone IQ, Inc.

How to relate calls to objects that are not synced with PhoneIQ

Re-assign an active call to a Salesforce object not synced to PhoneIQ

Manage click to dial functionality in the PhoneIQ Salesforce CTI

Click to dial in Salesforce

Add a customized greeting message to your voicemail box, enable voicemail to email, and voicemail transcription.

Managing a users voicemail greeting, voicemail to email and transcription

Relate phone calls to any Salesforce custom or standard object.

PhoneIQ In Call Actions - Relate to object

View call details about a phone call made with PhoneIQ

PhoneIQ  - Call Details

PhoneIQ In Call Actions - Assign to Opportunity

PhoneIQ In Call Actions - Assign to Case

PhoneIQ In Call Actions - Create Task

PhoneIQ In Call Actions - Create Event

PhoneIQ In Call Actions - Assign to Account

PhoneIQ In Call Actions - Add Tags

Easily manage your devices, screen pop and local presence settings.

PhoneIQ CTI Call handling settings.

PhoneIQ In Call Actions - Add Comments

How to select a Salesforce Record when a number is duplicated across multiple CRM records

Learn how to use the PhoneIQ softphone within Salesforce.

Making and taking calls using the PhoneIQ CTI in Salesforce Lightning.

Leverage automated and preview dialing to boost outbound connections

Using the PhoneIQ Power & Preview Dialer for Outbound Campaigns

Nahuel Flores

PhoneIQ Softphone Features

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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