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Click-to-call from your CRM

Let agents call any contact with one click from your CRM, and log the call, recording and AI summary automatically.

15 min
  1. 1

    Add the softphone

    Embed the WebRTC softphone in your CRM with a few lines of JavaScript.

    import { Softphone } from '@covebyte/webrtc';
    const phone = new Softphone({ token });
  2. 2

    Make numbers clickable

    Call the softphone when an agent clicks a phone number.

    phoneLink.onclick = () => phone.call(contact.phone);
  3. 3

    Log the activity

    When the call ends, write the summary back to the CRM record.

    on('call.completed', (call) =>
      crm.logActivity({ contact: call.to, summary: call.aiSummary }));
  4. ✓

    You’re done

    Need help taking this to production? Our engineers can review your setup.