Introduction to RingCentral Integration

Taino Solutions allows agents to integrate their RingCentral account to streamline communication. Once connected, all phone calls and SMS exchanges through RingCentral are synced with the platform and linked to the appropriate customer records. This guide will explain how to set up and use the RingCentral integration.

Step 1: Setting Up RingCentral Integration

Navigate to your Profile page by clicking your name in the top-right corner and selecting My Profile. Click the Settings tab, then expand the Configurations section to reveal the Integrations options.

Find RingCentral Integration and click the green Enabled button. This connects your RingCentral account and phone number to the platform. Once connected, all phone calls and SMS communications through RingCentral automatically sync to Taino and link to customer records.

Step 2: Accessing Call and SMS Logs

After the integration is enabled, all RingCentral communication logs can be accessed from the Customer page. Navigate to the customer’s details page, click on the top navigation action button Activity, and select RingCentral Logs from the submenu. Here, you will see a complete history of incoming and outgoing calls and texts, providing a comprehensive record of interactions with the customer.

Step 3: Enabling RingCentral Embedded

In the same Integrations area, find RingCentral Embedded and click Enabled. This displays a widget at the bottom-right corner of your screen, giving you quick access to make calls, send texts, and manage communications without leaving the platform.

An important feature of the embedded widget is that it will identify incoming calls from existing customers. When a customer calls, their name will be displayed, and the platform will automatically direct the agent to the customer’s details page. This allows agents to quickly view customer notes, policies, and other details during the call, improving efficiency and saving time.

Concluding Notes

The RingCentral integration in Taino Solutions simplifies communication by syncing all phone and SMS records directly into the platform. With the RingCentral Embedded widget, agents have quick access to communication tools, ensuring that all interactions are easily tracked and managed. This integration enhances workflow efficiency and keeps all customer-related communication in one centralized location.