To use Ooma Enterprise integration, you must already have a Ooma Enterprise Advance Reporting solution configured. for more information, contact support for more information

Installation

nOoma Enterprise integration provides a CTI client available for users of Ooma Enterprise. To be enabled, configuration within your Ooma Enterprise account and Zendesk is required.

NOTE:_ For information on the full features of Ooma Enterprise Zendesk integration, please refer to the documentation.

Prerequisites

To install the client, a Zendesk user with permissions to install and manage applications is required.

Installation Steps

Please follow the steps below to deploy Ooma Enterprise integration for Zendesk:

On the Advance Reporting portal, ensure all users have the following permissions: * 'Website Access'
- 'CRM User'
On Zendesk, install Ooma Enterprise from the Marketplace
Complete the settings as per the information below

Client Settings

Please configure the settings below to complete the installation.

Title

If required, the default name of 'Ooma Enterprise' can be overridden. This appears on the Title bar of the application within Zendesk.

Log calls as comments on tickets

Controls whether Ooma Enterprise adds a 'Note' automatically to tickets with call details.

Enable role restrictions

If required, restrict access to the app to specific roles within Zendesk.

Enable group restrictions

If required, restrict access to the app to specific groups within Zendesk.

Logging In

The installation should now be complete, and the client should be visible within the Zendesk interface:

To sign in, click the 'Log In' button. You should be presented with a login window:

You now need to authenticate. Enter you Ooma Enterprise credentials. Once authenticated, you should be presented with the idle screen:

Ooma Enterprise

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