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The CallsYou dashboard in your CRM

Embed the dashboard or just the phone bar in your system - agents don't switch between windows.

You set up the integration in Integrations, in the “CRM integration” section.

  1. API key - click “Generate API key”. We show the key only once - copy it and pass it to your developer.
  2. Your CRM addresses - enter your CRM address, e.g. https://crm.yourcompany.com (just the address, no path). The dashboard can be embedded only from these addresses.
  3. Who is who - for each user, enter their ID in your CRM.
  4. Embed preview - choose a view: the full dashboard, a single page without the menu, or just the phone bar.
  5. Developer guide - ready-made steps with examples.
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“Generate new key” and “Revoke” disable the previous key immediately - the CRM integration stops working until you enter the new one.

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Something missing?This documentation describes what the dashboard does today. If something doesn't match or you couldn't find it, ask in the help chat in your dashboard or send a request. Help & support →

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