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.
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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.
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After that, click on Continue to Aircall.
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You then need to connect or add the phone number you'd like to share with eDesk. When you’re done, click Add Number.
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After that, you need to invite your Aircall team in eDesk. Simply hit the blue Invite button to get an invite sent to them!
Note: if teammates are already added to eDesk, they will show with a green tick on screen.
When you’re done, click Save & Complete Setup.
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That’s it! You’ve now successfully connected Aircall to eDesk. Click Let’s go to get started.
02 Where do I see data from Aircall in eDesk?
Now that you have successfully connected your Aircall account, we will import your call history directly into your eDesk account.
Once you’ve answered a call in Aircall, the telephone icon at the top of the eDesk mailbox will turn green. Click on the telephone icon to open the Aircall drop down, where you’ll be able to see recent and current call information. Click Go to Call to see the call screen.
You’ll be able to view current and historic calls, add notes and attach customer information such as the email and order. If the customer’s email address is already saved in your Aircall account, we’ll automatically take this from Aircall.
Further Readings
If you would like to find out more about connecting Amazon with eDesk, click here.
If you would be interested in learning more about connecting eBay with eDesk, click here.
