User Level:
Admin
Essential, Expert, or Custom CloudTalk plan
Prime, Enterprise, or Plus Front plan
What is the Front Integration?
Setting up your Front integration will allow you to export call and contact data into your Front account. In a few easy steps, you can also start using CloudTalk Phone right from your Front inbox.
Integration Setup Video Guide
Note: In order for the integration to properly export CloudTalk calls to Front, email addresses of CloudTalk agents and their corresponding Front users must match!
CloudTalk Dashboard Setup
Log into CloudTalk Dashboard. Navigate to Account → Integrations from the left menu.
Select Front integration and click on the +Add button to install the integration.
When asked to do so, use your Front credentials or SSO to log into your Front account.
Click Authorize and follow the authorization flow.
After a successful login, you will be redirected back to CloudTalk Dashboard. Select from Your inboxes or Create a new inbox. This will be the location in Front where CloudTalk calls are synchronized. Next.
Customize your integration according to your business needs using the toggles and dropdown options. Synchronized calls will be logged as Archived in your designated Front inbox.
Note: Adding Connected numbers will only log calls for the CloudTalk numbers added. Leave this section blank to log calls for all numbers.
When you are happy with your configuration, remember to Save. The integration must be set to Active (top of page) to start synchronizing your contacts.
Once the integration is set up and Active, your Front contacts will be synchronized with CloudTalk. Be aware that his could take a few minutes.
Q: How can I make sure a particular contact synched correctly?
A: In CloudTalk, the contact will be tagged with the Front icon. Open the contact and click this little icon to be redirected in a new tab to the Front profile of the contact. This Front contact should have a phone number that matches the primary one we have listed for them in CloudTalk.
Configure your CloudTalk CTI within Front
Log into your Front Dashboard account here.
Click the cog ⚙️ in the page header for Settings. Navigate to the Developers tab.
Select Create App and enter a description. This app will serve as the framework for your CloudTalk Phone CTI. Create.
Once you have your app, you will need to add a feature. Click into the Features tab and select Create sidebar plugin. For more info on Front plugins, you can check out their documentation.
When creating or editing your plugin, make sure to Save the following settings:
Side panel URL →
https://phone.cloudtalk.io/
Components →
Microphone, Clipboard
SDK Version should autofill with the latest, currently
v1.x
You can access your CloudTalk Phone plugin from your Front inbox, which you can redirect to by selecting the inbox icon in the page header.
Troubleshoot Info:
The first time you use your CT Phone in Front, you will need to log in with your CloudTalk credentials or SSO
You may be asked to grant mic access to use CT Phone in Front
Your CT Phone can currently only be accessed from Inbox mode
If you are getting a "This browser is not supported" error while trying to use your CT Phone in Front, please open the page in Chrome
If you need further assistance or have any questions, you can always contact our Support team. We are here to help you at all times.