Overview
Create a case/ticket with recording and transcript links from every call.
Prerequisites
- Salesforce or Zendesk integration connected
Permissions required
Steps (2)
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1
Map call fields to CRM
Integrations → choose Salesforce/Zendesk. Map caller → contact, disposition → status, and attach recording/transcript URLs.
Tips
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Validation
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Success criteria
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2
Test round-trip
Place a test call; confirm case/ticket creation and links unfurl correctly in the CRM.
Tips
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Validation
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Success criteria
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About this guide
VoiceLink is the reliable voice layer for Velaxe. Spin up a WebRTC softphone, connect SIP/PSTN trunks, configure IVR and skills routing, and record calls with PCI pause/resume and redaction. Transcribe audio with leading STT engines and surface key phrases, sentiment, and dispositions.
Agents work calls inside Agent Desk with screen-pop, notes, and wrap-up codes. Automate escalations and callbacks via FlowForge, store recordings in SecureStore with region pinning, and analyze service levels and MOS quality in InsightLake.
Built for compliance, performance, and scale—STIR/SHAKEN, consent prompts, granular retention, and Prometheus-friendly /metrics out of the box.