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How to configure Caller Info pop-up to work with eAgent CRM
8x8 Support

How to configure Caller Info pop-up to work with eAgent CRM

Overview

This article will show Allstate users how to quickly configure the 8x8 Work for Desktop app to pop records in eAgent, based on the inbound caller's phone number.

Applies To

  • 8x8 Work for Desktop
  • eAgent
  • Caller pop-up

Configure Caller Info Pop-up

Follow these steps to complete your configuration. All changes are saved automatically.

  1. Log in to the 8x8 Work for Desktop app.
  2. Go to Settings at the bottom left (gear icon).
  3. Select Caller Info pop-up.

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  1. Enter the following URL into the App or web URL for caller info pop-up field:
    • https://eagent.allstate.com/account/login.aspx?phone=%%CallerNumber%%
  2. Make sure that the Caller number format is set to [E164 format] +14085551212.
  3. Finally, Pop-up when call is ringing must also be selected.

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