Aircall is a cloud-based phone system built to support customer service and sales teams. It allows you to manage your inbound and outbound calls, and automatically build a customer profile.
eDesk’s Aircall app allows you to consolidate your caller information in your eDesk mailbox, so you can keep a consistent thread of all your customer interactions in a single place.
Before you start
- You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.
- You'll need an Aircall account. To find out how to create one, click here.
01 How do I connect Aircall in eDesk?
It's very easy to get started with Aircall on eDesk, simply follow the instructions below.-
Go to the App Store and click the Aircall tile.
-
The App page for Aircall provides an Overview of how the channel works with eDesk. Click Install App to go ahead and link your Aircall account to eDesk.
-
After that, click on Continue to Aircall.
-
You then need to connect or add the phone number you'd like to share with eDesk. When you’re done, click Confirm.
-
After that, you need to invite your Aircall team in eDesk. Aircall will automatically match those whose email address is the same in Aircall as in eDesk. Teammates that are automatically added will show with a green tick on screen. For those who haven't been matched, you can do it manually by clicking on the Match button or click on the Invite button to get an eDesk invite sent to them!
Note: Inviting new members to eDesk will affect your monthly/annual eDesk billing.
When you’re done, click Complete Setup.
-
That’s it! You’ve now successfully connected Aircall to eDesk. Click Let’s go to get started.
Now that you have successfully connected your Aircall account, we will import your call history directly into your eDesk account.
Further Reading
To learn how to make and receive calls in eDesk, click here.
To find out how to view your Aircall data in eDesk, click here.
