account number input on callmenu popping to agent screen

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account number input on callmenu popping to agent screen

Postby Op3r » Thu Sep 21, 2023 2:29 pm

Does Vicidial offer a feature in which a message plays on the call menu, prompting the customer to input their account number, and then passes that account number as a webform variable to the agent when the call is transferred?
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Re: account number input on callmenu popping to agent screen

Postby carpenox » Thu Sep 21, 2023 5:55 pm

Possibly the agi-dtmf.agi in a call menu
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Re: account number input on callmenu popping to agent screen

Postby Op3r » Wed Sep 27, 2023 12:09 pm

Thanks for the pointers but I dont think that resolves my issue.

So like in the call menu a prompt will ask please input your account number, then it will display what the customer inputted on the agent interface as one of the fields. Is this possible or have someone implemented this? I remember this was possible or saw a post about this but I never seems to find it.
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Re: account number input on callmenu popping to agent screen

Postby mflorell » Wed Sep 27, 2023 1:32 pm

That's what the "Log Key Press" and "Log Field" options are for, and you can use that functionality in a Custom Dialplan at the bottom of a Call Menu to log multi-key entries to a lead's fields using the cm.agi script.
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Re: account number input on callmenu popping to agent screen

Postby carpenox » Wed Sep 27, 2023 6:32 pm

Nice, good to know
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