Allstate eAgent Integration

The Caller Info pop-up feature in 8x8 Work for Desktop (previously called Virtual Office) displays incoming calls with customer record details on your computer screen, so you can provide personalized client experience.

The Caller Info pop-up feature in 8x8 Work for Desktop (previously called Virtual Office) displays incoming calls with customer record details on your computer screen, so you can provide personalized client experience.

Integration of 8x8 Work with eAgent

Use the Caller Info pop-up feature for eAgent in 8x8 Work to automatically retrieve customer records for quick reference.

How to set it up?

  • Go to your eAgent account, click on the grid menu for Setup and Preferences. Click on VoIP Integration and choose 8x8 from the Select VoIP Provider dropdown list.
  • Copy the link that’s in the URL text box.
  • Login to your 8x8 Work account using the desktop app and click on Settings > Caller info pop-up.
  • Paste the link in the text box under App or web URL for caller info pop-up.
  • Finish the search string by appending the request for the phone number by replacing the variable towards the end of the link (after phone =) with %%CallerNumber%% (note that it is case sensitive).
  • In the caller number format dropdown, select Original Format.
  • View a pop-up while an incoming call is still ringing, or only have the pop-up appear once you answer the call.
  • Your URL and selected number format are saved automatically; all incoming calls you receive are accompanied by a caller pop-up in your browser.

Get the eAgent integration advantage and streamline client interactions

  • Screen pop-ups provide immediate access to the eAgent customer information to deliver personalized discussion
  • Instantly update your eAgent contacts during a phone call
  • Make calls directly from your web browser or web pages with Highlight to Dial (Windows Only) or 8x8 Web Dialer (Chrome users)
  • Save time and increase productivity

Requirements

  • 8x8 Work for Desktop version 6.6 or higher

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