gUnify Clio Connector AI Chrome Extension

A cloud-based solution for Clio users who's hosted voip provider runs on the BroadWorks platform..
Note: You must have a confirmation code to use the features of this extension. Confirmation Codes can be obtained from your voip service provider.

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The extension allows users to click-to-dial any number appearing in a google chrome browser and connects the call through their VoIP service provider.

- Click to Call

Click-to-dial any number appearing in a Google Chrome browser and connect the call through the VoIP service provider.

- Automated Call Logging

Automatically log all incoming and outgoing calls from VoIP service provider to Clio when the caller id or clicked number is matched to either a Salesforce contact or lead.

- Incoming/Outbound Screen Pop

Incoming screen pop with answer or decline and send to voicemail options. Call in progress screen pop with end call or open call log window options. missed call screen pop with call back or call back and open call log window options.

- quick add phone numbers to Clio

Unrecognized numbers can be added to new or existing contacts, leads or accounts from the call log window.

- Call Tagging and Note Taking

Easy to use call tagging and note taking for all inbound/outbound calls. You have the option to associate the call to Clio People, Accounts, and Matters.

- Administrator Role for Account Wide Features

Admins can enable features account wide:call logging for un-matched numbers in Clio, auto open call log window, minimum character limits in call notes, and customizable call noting subject structure.

- Quick Access to Missed Calls and Calls not Logged

The reports tab in the gunify panel allows users to quickly view and act on missed calls, calls not logged to Clio, and calls that associated the multiple clio people.

- Background App Ability

gUnify Clio Connector AI can run in the background without any Chrome window or tab being open. Chrome will start running in the background when the system is restarted allowing screen pop notifications to work without user action

For more information:

https://businesssupport.vonage.com/articles/Answer/gUnify-Clio-Connector

How to install gUnify Clio Connector AI chrome extension in chrome Browser

You can Follow the below Step By Step procedure to install the gUnify Clio Connector AI Chrome Extension to your Chrome Web browser.

• Step 1: Go to the Chrome webstore https://chrome.google.com/webstore or download the extension gUnify Clio Connector AI Chrome Extension Download from https://pluginsaddonsextensions.com
• Step 2: Now search for the gUnify Clio Connector AI in Chrome Webstore Search and click on the search button.
• Step 3: click on the gUnify Clio Connector AI Chrome Extension Link
• Step 4: in the next page click on the Add to Chrome button to Download and Install the gUnify Clio Connector AI extension for your Chrome Web browser .