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Mitel CX integration

An agent that transfers calls based on presence

Ipster looks up the right colleague in Mitel CX, checks whether they are available and transfers the caller. You simply keep working with your own PBX.

Mitel CX

Ipster and Mitel CX, directly connected

What the agent does

The actions the agent performs in Mitel CX

You choose which actions the agent may use. This works for phone calls.

Look up a colleague

The agent looks up the colleague the caller mentions in Mitel CX. If there are several matches, it asks first.

Check presence

Before transferring, the agent reads the colleague's presence status from Mitel CX.

Transfer to the colleague

If the colleague is available, the agent transfers the caller straight away, without another confirmation question.

Offer an alternative

If the colleague is unavailable, the agent says so in its own words and asks what the call is about, so a colleague can help or a message can be taken.

In the caller's language

If the caller speaks another language, the agent also explains in that language that a colleague is unavailable.

Keep the call recorded

If you like, the recording and the transcript carry on after the transfer, including the part between the caller and your colleague.

What a call looks like

From call to the right colleague

  1. 1

    Your customer calls

    Ipster answers and hears who the caller wants to speak to.

  2. 2

    The agent finds the colleague

    It looks up the name in Mitel CX and asks if there are several matches.

  3. 3

    The status checks out

    The agent checks the colleague's presence before it transfers anything.

  4. 4

    The call goes through

    If the colleague is available, the call is transferred straight away. If not, the agent offers an alternative.

What the caller and your colleague notice

  • Caller · By Ipster

    Hears a ringtone while it rings

  • Colleague · By Ipster

    Is only called when available

  • Unavailable · By Ipster

    The agent explains and offers help

You decide

You stay in control

Choose the actions

Switch each action on or off: looking up colleagues, checking presence and transferring calls.

Decide who is reachable

Choose which presence statuses count as reachable and untick colleagues who may not be transferred to.

Decide how it sounds

For each action, the agent can say a short phrase while it looks something up or transfers the call, like just a moment, let me check. Switch that off and it stays silent.

How to connect it

Connected in three steps

01

Create the API credentials

Click Create automatically via CloudLink login and log in once. Ipster creates the Client ID and Client secret for you.

02

Connect and fetch your colleagues

Click Test connection and then Synchronise contacts. The list of colleagues is refreshed every night after that.

03

Choose the actions

Decide what the agent may do and which statuses count as reachable. Tell it in the prompt when to use it.

You create the API credentials in the Mitel CX admin portal. You can also generate them automatically with a CloudLink login, whose password is not stored.

Frequently asked questions

About the Mitel CX integration

No. Ipster works alongside your existing Mitel CX. The connection reads colleagues and their presence, and the agent transfers the caller to the chosen colleague.

The easiest way is the Create automatically via CloudLink login button. You log in once and Ipster creates the API credentials for you. Prefer to do it by hand? Then enter the Client ID, Client secret and Account ID from your Mitel CX admin portal under API credentials, or ask your Mitel partner for them.

The agent reads the colleague's presence status from Mitel CX. You choose which statuses count as reachable. Only then does it transfer the call.

The agent then does not transfer the call and explains it to the caller in its own words. It asks what the call is about, so a colleague can help or a message can be taken.

If you like. Switch it on at the transfer action and the recording and the transcript carry on after the transfer. This only works with the Bridge (INVITE) transfer method.

Let your agent work with Mitel CX

Book a demo and see how Ipster looks up the right colleague, checks presence and transfers the call.

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