Initiating a voice call in URVA connect

How to initiate voice call?

From URVA Connect, Rm can initiate a voice call to customer for better communication experience for customer.

Voice call can be initiated by following below steps:

Mobile App:

  1. Open URVA app.
  2. Go to Customer 360 degree page. In the "Customer 360" view (C360), the user selects a specific customer.
  3. Click on Actions and then click "Call".
  4. You will get options to call through your phone dialer or URVA cloud call.
  5. Click URVA Voice and a cloud call will be initiated.
  6. Once you will click on voice call, then a new screen will appear with customer number, URVA number and customer number with indicator of a call flow.
  7. Now RM will receive a call from a predefined number.
  8. Once you will answer the call then it will initiate the call to customer.
  9. When the customer will answer the call, then both parties can talk to one another.
  10. The calls can be recorded and listened to by the Manager.
  11. Alternatively, go to Connect tab, click on any chat thread of customer.
  12. Now you will get call option on top right corner. Click on it and you will get the option of Voice call.

If the user is viewing a call log form, they have the option to set reminders, make calls, or send SMS related to the specific call.



Web App:

  1. Open URL: feetport.app

  2. Login screen will appear, enter Org Code.

  3. After that, enter your Username and Password, then click Submit.

  4. Now you will be able to see home screen of URVA Connect

  5. Go to Conversations to view chats with customer.

  6. Click on any of the chat and then click on  image.png button from top of the chat window.

  7. A call window will appear to showcase the flow of call.

  8. Now RM will receive a call from one number +918047112234.

  9. Once you will answer the call then it will initiate the call to customer.

  10. When the customer will answer the call, then both parties can talk to one another.

  11. The calls can be recorded and listened to by the Manager.