What Is Computer Telephony Integration (CTI) and How Does It Work

What Is Computer Telephony Integration (CTI) and How Does It Work

Making just one call on your desk phone may sound very easy. How about ten calls? A hundred then? After you really press those hard keys over and over again, not only a sore arm you’ll get, but a waste of loads of your time. Think about it – what if you can make those calls right on your computer? What if you can just dial up a call by clicking some graphical icons or selecting a whole number from your local contract book? After all, it is obviously more effortless and time-saving than operating on a physical phone. This is where Computer Telephony Integration (CTI) plays a role, a wonderful tool to let users manage any phone call from a computer.

What is CTI

CTI, short for Computer Telephony Integration, links the computer system with the telephone system, allowing users to manage phone calls right on a computer.

This feature makes it possible for easy click-to-dial from your PC desktop while still using a physical desk phone, so long as you have a computer and the internet connections. You can also make other call operations like call transfer, hold, record, and more within simple clicks of the mouse on the computer user interface, eliminating the need for typing phone numbers or remembering multiple feature codes.

How does it work

CTI makes the PC desktop a visual control panel for an IP or analog phone. That is to say, the user can call any of the phone numbers appearing on the computer screen from the desk phone in clicks, without spending time in saving contact information or manually entering numbers on the physical desk phone. It is undoubtedly a powerful feature embedded in the Yeastar Linkus Desktop Client to greatly enhance call experience and work efficiency.

Moreover, combined with Linkus Directory, Contacts, Select & Dial with Hotkey, and Yeastar Linkus for Google Chrome Extension, users can search and dial phone numbers presented anywhere on the computer.

Example

User Jason is a sales agent and has to call tens of prospects per day. With Linkus Desktop Client downloaded on his work computer and connected to his extension, he can easily dial any desired number just over a few clicks without any effort to type on his desk phone. And there’s almost no operation error or noise.

If the phone number is saved on a web-based CRM, Jason can directly click it to call via the Yeastar Click-to-Call Chrome Extension without typing it either.

What if the phone number is collected in a local document? Jason can just select the number and enter the hotkey on his computer keyboard. Again, easy to call out.

How to enable Yeastar CTI

Before enabling Yeastar CTI, make sure that your PBX, Linkus Desktop Client, and IP phone are ready. Learn more details here.

Configuration steps:
1.PBX control interface -> “Settings” -> “General” -> “SIP” -> “Advanced” -> “Enable uaCSTA connection”.

Pbx Cti Configuration

2.Log into Linkus Desk Client -> Click on the phone icon in the bottom left corner -> Select the CTI mode

Linkus Cti Setup

With Yeastar CTI enabled, you can operate on Linkus Desktop Client and control call operations of desk phones, such as dialing, call hold, recording, and so on.

More ways to enhance call efficiency

In addition to CTI, Yeastar Linkus UC Softphone has more features to improve your call experience and efficiency.

· Take Your Business Phone Number Wherever You Go:
Linkus turns your mobile phone or laptop into a fully-featured office extension and makes the call dial/transfer/hold/record as easy and seamless as if you are in the office.

· Native Contacts:
With the Company Directory and Contacts auto-synced to your Linkus UC Softphone, you can always find your
Contacts list with clear group division on the interface. Just click and reach your coworkers or customers
within seconds.

· CRM Integration:
Yeastar phone systems support seamless integration with Zoho CRM, Microsoft Dynamics 365, and Google Contacts to enjoy one-click dialing, call pop-up, call journal, and more right on your CRM interfaces.

· Click-to-Call, Select & Dial with Hotkey:
Simply by installing Yeastar Click-to-Call Chrome Extension on your web browser, you will be able to click to call any phone number on websites via your Linkus Desktop Client. If you need to call a contact stored in a software-based CRM, documents, or any other applications that do not support telephony integration, just select the phone number and press a hotkey combination to initiate auto-dialing from Linkus. You can virtually select to dial any phone number appearing on your computer screen.

Start improving your call efficiency with Linkus now.

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User Login

Instantaneously receive user login credentials via email once the extension has been deployed by the adminstrator.

Log in conveniently via any web browser for access to the user portal.

Integrations

Integrate various CRM software for better customer service and satisfaction.

Enable transcription of audio messages into text with integration of third-party transcription service.

Enable API for integration with various third-party integrations for advanced performance such as call center and hotel reception services.

System

Provision email SMTP and template settings for event notifications to be sent out.

Manage storage allocation and duration of various types of data being stored on the PBX.

Determine the types of event notifications to be sent out, and the parties receiving them.

IVR

Add various audio voice prompts to be played according to different call scenarios.

Add voice prompts on multiple levels for more effecient and precise inbound call routing.

Voicemail

Customize default voicemail settings for each user extension.

Add various voicemail messages for allocation to different call scenarios and users.

Provision specific rules to how voicemail messages are played over the PBX system for better caller experience.

Reports and CDR

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Use intuitive visual call reports, to check various call statistics over extensions, trunks, queues, ring groups, and more.

Call reports can be viewed and downloaded directly from the PBX, or scheduled to be sent via email to respective parties.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Limit the number of otbound calls users are allowed to make within a time period to protect against toll fraud.

Restrict certain country codes for outbound calls either company-wide or on certain extensions.

User Login

Determine extension ranges for different functions.

Define use of different voice prompts depending on call scenarios or intended function.

Provision basic and advanced SIP settings to be used on the PBX.

Recordings

Record all calls made on specified trunks, including inbound and outbound calls.

Recordings

Record all calls made on specified extensions, conferences, or call queues.

Paging and Intercom

Create different types of paging and intercom broadcast groups for selected extensions.

Set a time schedule to automatically start your broadcast.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Conference

Pre-set conference settings and dial-in passwords for security, and allow internal users to send conference invites to external parties.

Speed Dial

Create multiple speed dial numbers to respective external numbers frequently used for outgoing calls.

Speed dial is activated when the set prefix (default or customized) is dialed.

Ring Group

Create multiple ring groups and determine custom ring strategies and failover settings for each.

Call Queue

Create different call queues with specific ring strategies and failover settings.

Static agents permanently answer calls in queue, while dynamic agents can log in and out. Allocate different extensions to each group.

Determine what actions are to be allowed for Mangers or Agents to manage on the Queue Panel.

Call Control

Have calls received on specific SIP trunks routed to designated extensions or destinations within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Organize company contacts into dedicated phonebooks and determine accessibility rights to extension groups for each.

Bulk import a list of contacts instead of having to key details in individually.

Role and Client Permission

Pre-defined user roles within the PBX are conveniently available for allocation, or create your own set of permissions.

Restrict users from viewing specific extensions, departments, or extension groups with Extension Visibility.

Allow or resrict specific users from managing or viewing certain company contacts

Auto Provision

Pre-defined setting parameters specific to respective IP phone models are conveniently available for easy set-up.

IP Phones can be quickly provisioned to your Yeastar PBX with just the pre-defined template and device MAC address.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Different types of trunks can be created, Caller ID can be customized.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Configure default call and user settings for individual extensions.

Customize allocation of user extensions to specific ring groups.

Portal Login Page

Receive your administrator log-in credentials and set-up guide via email.

Log-in on any web-browser to get started with PBX set-up.

Installation Wizard will guide you through basic configurations.

User Login

Access all company contacts made available to you by the administrator.

Create your own personal contacts list for easy reference and dialing.

Bulk import contact details for convenient data entry.

User Login

Access and manage user settings for softphone application and voicemail.

Manage call routing and presence status for your individual extension.

Retrieve or download your personal call logs and recordings.

User Login

Receive your log-in credentials and set-up guide via email, sent by your admin.

Log-in on any web-browser to get started with PBX set-up.

Configure contacts and personal settings from the web portal.

Auto Provision

Add, remove, or modify IP phone settings from your web interface.

Upgrade IP phone firmware conveniently from your PBX.

Upload various default setting parameters specific to respective IP phone models for greater convenience during set-up.

Contacts

Store, retrieve, and share company contact details easily on your PBX.

Have detailed contact information for your vendors and clients conveniently stored .

Bulk add a list of contacts instead of having to key details in individually.

PBX Monitor

Monitor the status extensions, whether they aren idle, in use, or unavailable.

Know whether your SIP Trunk running properly, or experiencing problems.

Monitor the number of call conferences currently running on your PBX, and their individual durations.

Maintenance

Check for and download firmware upgrades to ensure that your PBX is always up-to-date.

Perform back-ups to prevent data and settings from getting lost.

Perform troubleshooting on your own to debug.

Call Detailed Report

All call log activities are stored, with the option of having audio conversations recorded by default or for specific extensions.

Filter by date, time, or extension number to retrieve specific call logs or recordings

Playback call recordings directly from the PBX or download to store externally.

Event Center

Determine what events and logs are to be recorded and/or have notifications sent.

Specify particular notifications to be sent to respective authorized personnel.

User Permission

Set up vaious groups of users for allocation to certain sets of access rules.

Determine what features a certain group of extensions can or cannot access.

Determine if users can access, play-back, or download call logs and recordings from the pbx.

Security

Restrict a general group or specific IP addresses to prevent unauthorized access to your PBX.

Determine specific the range of SIP ports for connection between your PBX and endpoints.

Restrict country codes for outbound calls either company-wide or on certain extensions.

Voice Prompt

Upload and designate customised audio recordings at multiple levels of a call journey.

Upload recorded music to fill the silence that would be heard by callers on hold.

Upload customised voice prompts to create a professional call experience.

General

Customize general call preferences either company-wide or for individual extensions.

Set-up feature dial codes for convenient user navigation to specific call features.

Determine how voicemails are retrieved, and also upload custom voicemail recordings.

Call Features

Add multiple automated responses to be played at different phases of a call journey.

Designate specific extensions to ring concurrently based on an external caller's dial pattern.

Customize messages and waiting times to keep external callers engaged when put on hold.

Call Control

Have calls received on specific SIP trunks routed to designated extensions within the PBX.

Set-up dial patterns so that outbound calls are routed to their intended destinations.

Determine how calls are routed and received at different times of a day.

Trunks

Register multiple SIP trunks on a single PBX as needed.

Provision SIP trunk settings and dedicate them to particular extensions.

Bulk add DDIs on each SIP trunk, for allocation to an individual or groups of extensions.

Extensions

View, deploy, add, and remove user extensions within your PBX system.

Allocate and deploy specific extension numbers to respective users via email.

Set-up default ring and presence status settings for individual users.

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Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.

Deal One View

View cases created for a Deal in One View.

View cases created for a Deal in One View.

View cases created for a Deal in One View.