Manual - PortaOne

Portaone.png
Configuration in Bubble Software To connect the PortaOne telephony system, go to the Bubble software. Navigate to Phone Connectors and activate the PortaOne connector by double clicking on it. Then fi...

Features

Pop-up type

Bubble pop-up
Make use of the pop-up that Bubble triggers by incoming calls.


Call control

Answer button
With call control you can directly answer a call via a button in the pop-up notification.

Hangup button
With call control you can directly end a call via a button in the pop-up notification.

Call initiation
Call initiation is supported by this integration. That means that you can easily start an outgoing telephone call with one mouse click (click to dial), dial button on your keybord (select to dial) or use the Bubble remote dialer and SearchBar.

Hold/Resume button
Easily put a call on hold during a call with a single mouse click

Cold transfer button
The cold transfer feature allows you to transfer the call directly to a phone number without a callback.

Attended transfer button
The warm transfer feature allows you to transfer the call to a call-back telephone number.


Call Events

Inbound events
This allows Bubble to show data for incoming calls.

Outbound events
This allows Bubble to show data for outgoing calls.

Transfered events
Bubble also displays the data on transferred calls.

External number (inbound)
The $external_number parameter is available for inbound call events.

External number (outbound)
The $external_number parameter is available for outbound call events.


Integration type

User based
This telephone system only supports user-level authentication, so that you have to authenticate per user who wants to use Bubble.


Deployment type

Bubble Desktop
bble is installed on each user/workstation and runs locally on the user's computer.

Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.


In general it can have four causes:Cause 1The phone connector is not active yet in Bubble. Make sure you turn on the phone connector by clicking the switch so there is a blue frame around it. Only the...

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Index

Cause 1

Cause 2

Cause 3

Yes, you can! In the Bubble software you can check under Phone Connectors if the call events are coming through. This is also an extra way of checking whether you have done the configuration correctly...

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