Abstract: A system provides an interface within a CRM system that allows a user to select a routing option for a contact (e.g., phone number) based on a specified CRM data object by allowing a data dip into the CRM database. The system then provides the CRM data and the selected routing option to the communications management system where the communications management system updates a routing state machine and activates the selected routing option for the contact.
Type:
Grant
Filed:
August 23, 2019
Date of Patent:
July 7, 2020
Assignee:
TALKDESK INC.
Inventors:
Rachel Tsao, Miguel Mota, Tiago Gurreiro, Rafael Baltazar
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