With the Bubble365 Edge plug-in, you can create the same user experience within virtually any CRM or ERP system as you would with a CRM that supports embedded apps. This allows you to get the most out...
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Bubble365 Edge Plug-in is compatible with the following installation methods:
Bubble Desktop: yes (for Windows and macOS, see the system requirements here)
Bubble Cloud: yes
Note: refer to the confi...
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Once you've configured Bubble, all you need to do is activate the Bubble365 Edge plug-in. This plug-in is available in the Microsoft Edge Add-ons store and easy to install. Click here to go directly t...
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You can set various preferences. Think of things like:
Opening or closing Bubble365 with a simple mouse click. You can also see the number of ongoing phone calls by the number displayed on the Bubble...
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When a phone call comes in, a Edge notification can display the caller’s details. This is useful if your browser isn’t prominently visible on your screen but you still want to see who is calling right...
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On the home screen, you'll find the SearchBar. This feature provides you with a convenient tool that allows you to quickly search for contact information from connected sources. The SearchBar searches...
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When you receive an incoming call, all relevant customer data from your CRM is displayed immediately. The overview that appears is fully customizable and allows you to perform actions immediately. Thi...
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If multiple results are found on the caller's phone number, you can use the arrow buttons (below the action buttons) to click through to the next result found. If you want to influence which contact i...
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In the Bubble365 Edge Plug-in, full call control is available (provided your telephony platform supports it), so you can control your desktop phone, softphone or other device directly from this app. T...
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If you are also offered other calls during a phone call, those calls appear at the bottom of the pop-up notification and you can easily switch based on a mouse click....
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Through the call history, you get an overview of your completed phone calls. If desired, you can reopen a pop-up notification by clicking on it, allowing you to perform various actions....
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From the pop-up notification, you can directly write a call note, which - if supported by your CRM - is automatically saved under the appropriate relation after the call. No call note required? Then,...
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The Activity Hub is the central place where AI call transcripts, originating from your telephony platform or connected third-party solutions, are pushed to the CRM together with the call log—either au...
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The Bubble365 Edge Plug-in is equipped with Click-to-Dial functionality. Thanks to this feature, Bubble365 automatically recognizes phone numbers on websites. Simply click on the desired number - or t...
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The Bubble365 Edge Pug-in is equipped with Click-to-Dial functionality. Thanks to this feature, Bubble365 automatically detects phone numbers on websites. Simply click the desired phone number to imme...
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If phone numbers are not clickable, but you still want to easily start an outgoing call, you can use the Select to Dial feature. Simply select the desired phone number and, with a single keystroke, in...
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Before you can use Bubble hotkeys on macOS, you need to grant permissions. Follow these steps:
Go to the Apple Icon, and click on "System Preferences".
Go to "Security & Privacy".
Then go to the...
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By clicking the hamburger menu, you can modify various settings. Depending on the assigned permissions and roles, you can do this for yourself as a user or for the entire company. Settings you can mod...
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