Display customer informations¶
The informations about a call are displayed via the XiVO Client on forms called sheets. Sheets or customer info is a mechanism that allow the user to receive information about a call in its client. There are many events that can trigger a sheet to be displayed and there are many variables available for display.
Enabling the sheets for a user¶
To be able to receive sheets, a user must have a CTI profile with the Customer Info xlet.
The user must also enable Screen Popup in its client.
Example: Display a Web page when an agent answers a call¶
The first step is to assign the URL to a dialplan variable. Go in the
setsheeturl.conf
. In this file, put the following:
[setsheeturl]
exten = s,1,NoOp(Starting Set Sheet URL)
same = n,Set(SHEET_URL_CTI=http://documentation.wazo.community)
same = n,UserEvent(dialplan2cti,UNIQUEID: ${UNIQUEID},CHANNEL: ${CHANNEL},VARIABLE: mysheeturl,VALUE: ${SHEET_URL_CTI})
same = n,Return()
You can replace documentation.wazo.community
by the URL you want.
The second step is to set the URL when the call is queued. To do that, we will
use a preprocessing subroutine. This is configured in the queue configuration :
go to Preprocessing subroutine
to setsheeturl
(the same
as above).
The third step is to configure the sheet to open the wanted URL. Go to
{dp-mysheeturl}
(the same as above).
The fourth and final step is to trigger the sheet when the agent answers the
queued call. Go to Agent linked
to the sheet you just created.
That’s it, you can assign agents to your queue, log the agents and make them answer calls with the XiVO Client opened, and your browser should open the specified URL.