Topic

Engage CTI for Salesforce

The Engage CTI (Computer Telephony Integration) turns your Salesforce platform into a complete omnichannel contact center out-of-the-box. Run your entire support team from Salesforce with click-to-call voice and chat, screen pop, historical data, resolution codes, and more to improve accuracy and efficiency.

Engage CTI for Salesforce

Best Practices for Profile Matching for CTI

Get the most out of Connect Customer Profiles when using Engage CTI.

Engage CTI for Salesforce

Customer Profile Control Panel for CTI

Learn how to use the CTI mode in Engage to link profiles to Salesforce contacts and update attributes for enhanced personalization in contact flows.

Engage CTI for Salesforce

How to Configure and Customize Screen Pops

Display relevant information from Engage on an agent's screen

Engage CTI for Salesforce

Personalization Tokens for Engage CTI

Access information the Agent looking at in Salesforce.

Engage CTI for Salesforce

Softphone Layouts & Screen Pop Settings

Learn how to create or edit softphone layouts on your Salesforce account and customize screen pop settings for enhanced search functionality.

Engage CTI for Salesforce

Installing and Configuring the Engage CTI package

Learn how to install and configure the Salesforce Package in just a few simple steps.

GUIDE