How to ensure Call Connector works after app connection

CallConnector.ai is not working after connecting required apps

Troubleshooting

If you have connected at least one VoIP app (such as RingCentral or Dialpad), and at least one Customer Relationship Management or Case Management System (such as Clio Manage or Zoho CRM), and Call Connector does not appear to be automatically logging your calls, please follow these troubleshooting steps:
  1. Have you assigned a license to the user for whom call logging is not working?
  2. Is call/SMS/fax logging enabled in the Options tab in the CallConnector.ai dashboard?
  3. Do you have the required permissions in the app(s) you have connected?
    1. See the individual integration documentation for permissions requirements.
If you have checked all of the above, and call logging is still not working, follow these steps:
  1. Sign into the CallConnector.ai dashboard
  2. Make a change to one of the licenses; any change will do.
  3. Click on Save Changes, and wait for the process to complete.

Still having trouble?

Please contact us.

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