Oki-Toki integration with third-party services

Notifier

Automatic status change of leads/deals in the external CRM depending on the call status. Popular triggers:

• 1. reached, not interested;
• 2. reached, interested;
• 3. reached, do not call;
• 4. couldn’t reach.

Automatic addition when creating a deal or changing the status to a specific dialer with its own call script.

Automatic entry of information after the call into the lead/deal.

Dialer

Automatic opening of the customer’s card, deal, or lead when the subscriber picks up the phone.

Automatic logging of all call attempts in the customer’s card or deal.

Automatic data transfer to the external CRM after the agent processes the call script.

Call recording.

Incoming Calls

Automatic opening of the customer’s card.

Automatic logging of all call attempts in the customer’s card or deal.

Call recording.

The ability to route the call depending on the data in the CRM card.

Notifier

Sending an automatic template message if the customer is interested, for example, button click or voice response.

Sending an automatic template message with an offer if the call was not successful or a notification that an attempt to call was made.

Dialer with Agent

Sending a message from the agent’s workstation.

Sending an automatic template message with an offer if the call was not successful or a notification that an attempt to call was made.

Sending a message from the customer’s questionnaire.

Incoming/Outgoing Calls

Automatic sending from the Oki-Toki call script.

Manual SMS sending from the agent’s workstation.

Sending an automatic template message with an offer if the call was not successful or a notification that an attempt to call was made.