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.



    • Related Articles

    • Login in URVA Connect

      Login in URVA Connect mobile app: Download the URVA Connect app from Play Store or App Store. Open the app. Now swipe to left till you get the login option. Now click on Login. On the next screen, enter Org Code. After that, enter your Username and ...
    • How to start a chat on URVA connect?

      Start chat with a customer on web: Open URL: feetport.app Login screen will appear, enter Org Code. After that, enter your Username and Password, then click Submit. Now you will be able to see home screen of URVA Connect. Click on scan icon from top ...
    • How to view customer profile?

      User can view customer profile in URVA Connect app with details like customer name, contact details, history and other profile details. Follow these steps to view customer's profile in URVA Connect: Mobile App: Open URVA Connect app. Go to customer ...
    • How to view media/docs shared in a message thread ?

      To view all the media files/ documents shared in URVA Connect with a customer can be viewed under Customer Profile. This is how you can do it: Mobile App: Open URVA Connect app. Go to customer chat thread. Click on Customer Name to open its profile. ...
    • How to use templates for quick response?

      Templates/ Canned messages can be created in URVA Connect, follow these steps: Mobile App: Open URVA Connect App. Go to any customer chat thread. Click on attachment icon. Click on Templates. Now select any template from the list and send message. ...