Overview
Make, receive, and manage calls and log and integrate interactions with your Salesforce environment through Unaric Voice.
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 or 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.
Analytics & 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.