Overview

use unaric voice to make, receive, and manage calls and log and integrate interactions with your salesforce environment unaric voice legacy name is cti data connector you may encounter both names in this documentation and while using the application currently, this documentation does not include installation and setup guides if you need assistance in these areas, contact support for guidance key features call management initiate and receive calls within your organization redirect active calls via blind transfers to another number/user assign records, log notes, and initiate follow ups directly in salesforce integration & automation automatically associate calls with matching salesforce records (leads, contacts, accounts) generate call tasks with notes, results, and duration post call trigger cadence branching logic based on call results a nalytics & reporting categorize outcomes (e g , "meeting scheduled," "voicemail") to track performance review inbound and outbound calls with visual indicators for outcomes and data completeness caller context & productivity automatically display and assign salesforce records for incoming calls synchronize presence states to keep them consistent across service channels