trinion_tel

This module is multilingual. There are 2 languages available in it - Russian and English. The description of the module in Russian is available at the link.

Features

What is the basic functionality?

1. Receiving incoming calls
2. Storing call records
3. Initiating outgoing calls

What unique features does enabling this project add?
This module is configured to work with the free Asterisk software. It is enough to install it, make small adjustments on the Drupal side and on the Asterisk side and you get the full capabilities of this module.

When and why would someone use this module?
If the company is an online shop or agency and it needs a convenient tool for interacting with customers and potential buyers via telephony, then this solution is perfect.

Post-Installation

How does this module actually work once I install it?

1. The module can be configured.
2. Two node types are created: Incoming call and outgoing call.
3. The Trinion Base theme for Trinion CRM is installed so that you can further work with the call functionality and call records.

It should be noted that a phone call is just the beginning of interaction with a client and from this call you can create a Lead and continue to work with him in CRM.

Should I go to a config page?
Yes, you have to go to the configuration page to set up integration with Asterisk.

Should I look for a new content type?
Yes, in the user's additional menu, if the user has the appropriate access, access to the following new content type will appear:

1. Incoming call
2. Outgoing call

Additional Requirements

Does this project need anything beyond Drupal core?

1. It is necessary that NGINX WebSocket is configured on the site.
2. Asterisk telephony is required.
3. The integration script that is installed on your server.

Required modules/libraries

1. NGINX availability
2. The presence of Asterisk FreePBX 13.0.197.31
3. The presence of configured WebSockets on the server

How it works?

1. You are receiving an incoming call through your telephony.
2. The system shows a pop-up window with information about the call (phone number). If the phone number of an incoming call is already in the database and is attached to a specific contact person, then information about this contact person will be displayed in a pop-up window.
3. You can answer the call and after the end of the phone conversation, the call recording will be saved in the Drupal database.
4. If there is a need to make an outgoing call, then you need to click on the outgoing call icon in Trinion CRM, pick up the phone or press the call button in the program and an outgoing call will be initiated. After the conversation, the recording is also saved in the Drupal database.
5. You can write comments on incoming and outgoing calls.