Versature has created a new integration for our users who use Zendesk, a customer support platform. The integration is designed to be intuitive for frictionless adoption.
All Versature apps and integrations use the same login name and password. Your login name is your extensionnumber@yourdomain.com, and your password is the same as SONAR. If you need to change your password, you can follow the Account Security section of the Profile Overview article.
To sign out of the app, click the gear icon in the top right side and then Log Out Current User.
Once you have logged in, you will see your call history broken down into three sections; "In" for inbound calls, "Out" for outbound calls, and "Missed" for missed calls.
You can dial-out by entering a number and clicking the Dial button, or by clicking a number listed in your call history. Clicking a number listed will automatically dial it out.
When you receive an incoming call, a pop-up with two displays will appear.
1. Incoming call from an existing user.
2. Incoming call from a new user.
When a known user calls, any existing tickets they currently have will appear; you can click on this button to open the ticket within your Zendesk directly. The ticket color will correspond with the ticket status; red: open, blue: pending, yellow: new ticket.
While you're signed in and set as available, the app always notifies you when you have an incoming call. If you receive a call from a number that is not currently associated with a ticket and/or user, you will be prompted to add them as a user to your Zendesk.
1. Enter the new user's name and email.
2. Click the Add User button.
The app allows you to set a status that is connected to your SONAR and will correspondingly coordinate with your queue availability.
To change your status from available to unavailable:
1. Click the gear icon in the top right corner.
2. Click the word "available" or "unavailable" to toggle between the two.
To change your status to Lunch, Break, Meeting, or Other:
1. Click the gear icon in the top right corner.
2. Click the down arrow next to your current status.
3. Choose and click the new status you want.
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