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Open an existing configuration to view its detail page. Button Configuration displays the quick-action buttons shown during calls. Click Add Button to define its title, colour, icon, and action, such as opening an existing record or creating a related record. ...

Open the configuration detail page and click Edit. The edit form contains the same sections as the creation form, pre-filled with the current values. You can change the assigned user, active status, role visibility, popup modules and fields, linked-module ment...

When a call arrives in Microsoft Teams, the operator first sees the native Teams notification, including the caller's number and the controls to answer or reject the call.

At the same time, independently from the Teams notification, TeamsPhone Plugin searches the incoming number in the CRM. Single result: the matching CRM record is opened directly, without an intermediate selection page. Multiple results: the operator sees sever...

Regardless of the call scenario, the TeamsPhone Plugin popup uses the same basic structure. Status indicator: a flashing green dot appears in the upper-left corner. It is only a visual element and is not synchronised with the real call status in Microsoft Team...

The complete popup can be dragged freely in both expanded and minimised mode. Click and hold the popup, then move it to any position on the screen so that it does not interfere with the operator's other activities during the call.

Documentazione OpenAPI Le API REST sono ora compatibili con il formato OpenAPI 3.0. È stato inoltre aggiunto un pulsante nella sezione Impostazioni > REST Webservices che permette di visualizzare la documentazione Swagger e testare direttamente le API all’inte...

Worker Il worker è il nuovo servizio che consente di eseguire immediatamente operazioni in background (senza bloccare l’interfaccia utente) e senza dover demandare l’operazione a un cron job, evitando quindi di dover attendere il tempo minimo di 1 minuto. Il w...

Action Cycle Records New action to cycle through all records of a module. Filter and sort options are available. Execution mode For all process actions, you can specify the Execution Mode: - Standard: the execution process waits for the action to complete befo...

LLM You can configure an LLM model according to the OpenAI format. MCP Server You can configure the MCP servers that VTENEXT exposes. For each server, you can select which tools to publish using REST APIs, custom tools, and Processes. Technical documentation i...

Worker The worker is the new service for immediately executing operations in background (without blocking the user interface) and without having to delegate the operation to a cron job and therefore wait the minimum time of 1 minute. The worker receives a requ...

In questa sessione, vedremo come configurare il nostro personale Assistente AI, basandoci sulla piattaforma Ollama. Per fare un po' di chiarezza, Ollama è un programma gratuito ed open source che permette di gestire ed eseguire modelli linguistici di intellige...

Questa funzione SDK permette di "congelare"/"scongelare" un determinato record coinvolto all'interno del processo. Con il termine "congelare" si definisce la possibilità di bloccare la modifica del record coinvolto da parte di qualsiasi utente (compresi quelli...

This SDK function allows you to "freeze"/"unfreeze" a specific record involved in a process. The term "freeze" refers to the ability to prevent any user from modifying the affected record, including users with administrator privileges. This function is particu...

DESCRIZIONE DEL FLUSSO Al suo richiamo in un processo Standard o in un altro processo Tool, verrà composta ed inviata una mail automatica all'indirizzo mail dell'Azienda o Contatto associato al Ticket coinvolto fruttando i parametri passati in input. Nel caso ...