Knowledge Base - Bubble Desktop

Knowledge Base

Bubble System Requirements   OS: Supported Operating System* Windows 10 or later Windows Server 2022 or later macOS (Monterey) 13 or later CPU: supported architectures: x64, Apple Silicon* Memory:...

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Bubble System Requirements  

      In most cases, it is not necessary to whitelist IP addresses from Red Cactus/Bubble for the CRM and phone integrations supported by Bubble. However, if this is mentioned in the specific manuals...
The software can be downloaded from the partner portal. See for full description Partner Portal > Software in the knowledge base or go directly to the download page....
In order not to inconvenience your end customer, it is possible to configure the Red Cactus software from your own PC. Login with the credentials you have created for the user, configure Bubble and th...
Click on the desired telephone connector by double clicking on it. See for full description Phone Connectors in the knowledge base.Test ConnectorIt is possible to simulate a call, without having conne...

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Test Connector

Click on the desired CRM connector by double-clicking it under CRM Connectors. See for full description CRM Connectors in the knowledge base.Multiple connectorsIt is possible to have multiple CRM- ERP...

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Multiple connectors

Disable sequence functionality 

Within Application the following tools are available:Software VersionBubble Connection StatusToolsChangelogSoftware VersionFrom this window it is possible to view the current software version and upda...

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Software Version

Tools: Send Diagnostics

Changelog

The content of the pop-up can be composed entirely according to your wishes under Notifications > Notification Content. This works with dynamic parameters (variables). All useful variables can be f...

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Last Called Feature

Legend

Lookup parameters (version 3 and higher)

Show Example

In the pop-up you can create a maximum of 4 buttons under Notifications > Actions Buttons . You can create the following buttons: CRM- ERP specific Custom action Trigger Automations Copy to clipbo...

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CRM- ERP- specific

Custom Action

Trigger Automations

Call Control

Copy To Clipboard

Send Email

Send WhatsApp

Chat Teams

Various settings of the pop-up are possible:Enable popupsCall DirectionScreenPop up PositionHide pop-upDirectly when call endsStart timer when the call startsStart timer when the call ends Ena...

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Enable Pop-ups

Call Direction

Screen

Pop-up position

Hide pop-up directly when call ends

Start timer when the call is ringing

Configure click-to-dial Windows By default, the Bubble software is equipped with the click to dial function (not web browser specific!). At startup you will receive a message that you can activate the...

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Configure click-to-dial

macOS
Click to Dial in Chrome and Edge webbrowser

Set primary device

TAPI driver installation Some CRM integrations only support Click&Call based on the older technology TAPI and not the current Click&Call protocol. In order to use click-to-dial via TAPI for th...

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TAPI driver installation

Terminal Server multi-user configuration

Configuration By default, the Bubble software is equipped with the select & call function which can be useful with local software programs where no click & call function is supported. You can...

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Configuration

 

Number normalization

Configure Copy to dial Note: This option is available from version 3.47. If you don't see this option, please update your Bubble software. If you want to use the copy-to-dial functionality, you will n...

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Configure Copy to dial

To use the Bubble hotkeys on OSX, we need to give permissions first. To do this, follow these steps:Go to the Apple Icon, and click on "System Preferences".Go to "Security & Privacy".Then go to th...
The Remote Dialer module is available from Bubble version 3.5.0 and higher. With this module you can dial out quickly and easily. It is not a softphone, but a module that uses click & call technol...

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Function “on top”

Function “auto start” 

Function “contacts”

Click & Call

The SearchBar module is available from Bubble version 3.25.0 and higher. The new version of the Searchbar as shown below is available from Bubble Version 3.40 With the SearchBar desktop application,...

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Configuration options

  With the call control function, you can easily control the connected device (hardphone, softphone, etc.). The following commands are supported (as of version 3.35 and higher): Answer Hangup Hold/...

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With the call control function, you can easily control the connected device (hardphone, softphone, etc.). The following commands are supported (as of version 3.35 and higher):

 

The Call History functionality is available from Bubble version 3.6.0 and higher. With this module you can quickly and easily see which colleagues have had contact with the caller in the past 3 months...
The Call Note functionality is available from Bubble version 3.9.0 and higher. With this module you can write a call note during a call. Your call notes and the call registration become automaticall...
Automations will give you the possibility to build your own If-This-Then-That flows. You can use this feature to open your customer view automatically, auto-answer a Teams call, execute a script, etc....

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Activate automations

Setup automations

 
Manually trigger automation flow
 
Auto answer outgoing Teams calls
Automatically open relation card
Automatically open card (additional conditions)
 
Open call note when answered
Hide popup when number not recognized

Tips & Tricks

 

Internal callersIf you do not want to generate pop-ups for an internal call, or if you want to filter internal calls from a colleague, you can disable the function via Settings > CRM > Uncheck....

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Internal callers

Multi-result 

CRM result sorting

Custom Search Notations

Bridge Connections

In order to allow third party applications to communicate with Bubble, you can enable "Enable Bridge Connections".

This setting is enabled by default.

Any application connected to Bubble is listed under this tab.

Right-clicking on the Bubble logo in the taskbar will bring up the screen as shown below with the following functions:Show > opens Bubble settings screenRemote Dialer > See description under Rem...

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Call back via “Show last call”

In our portal under Software you can see all the latest releases of Bubble. You can easily click on a version to open the Release notes from Bubble. That will give you insight on the latest functional...
Meet our new addition to the Bubble integration tool: the universal embedded iframe! Experience the power of Bubble Desktop, but directly in your web browser. It's super convenient for anyone looking...
For some CRM/ERP or self-build (SQL Connector / HTTP Requester) it is desired to open a process manually and send some keystrokes to open the correct customer card.Note: The developers of Bubble do no...
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