Integration
Yeastar in IDA: the call becomes a ticket
The phone rings - and IDA shows who it is, with the customer, the contact and their open tickets. After hanging up the call sits in the call list, and one click books the time onto the ticket instead of reconstructing it later.
What IDA reads from Yeastar P-Series
- Completed calls with direction, numbers and duration
- Ring events for the notification at the workplace
- Extensions and how they map to employees
What IDA does with it
- When it rings, the caller appears with the customer and the contact - including their open tickets
- Every call lands in the call list; the row becomes a ticket or a time entry
- Contacts from IDA move into the phone system directory - so the name also shows on the desk phone display
- Dial from IDA: one click, the phone system calls your handset and connects onwards
- A bar shows the call in progress, without generating a single extra request
Who it is for
Service desks with a Yeastar P-Series that do not want to document telephony and tickets separately.
Setup: Create API credentials on the phone system, store them in IDA and point the event delivery at IDA. The phone system has to be reachable from IDA.
Every integration in IDA has its own switch. Turn it off and it disappears completely - including the columns, filters and reports that belong to it. You only see what you actually use.
Vendor website: Yeastar P-Series. Yeastar P-Series is a trademark of its respective owner; IDA connects to the system technically, which implies no partnership.
Related
- 3CX - Telephony & remote support
- STARFACE - Telephony & remote support
- Remote support (RustDesk) - Telephony & remote support
Questions about the Yeastar P-Series integration
Can two phone systems be connected at once?
No, deliberately: two systems cannot both hold the truth about the same call. When you switch you turn the old one off and the new one on - the calls already recorded stay, because the call list is vendor-neutral.
Does the system deliver a transcript or a call summary?
No, the P-Series interface does not provide that. The field stays empty rather than inventing a summary.
How does the customer name reach the phone display?
Through the contact export: IDA writes the contacts into the directory of the phone system in advance. The P-Series has no live lookup while ringing - the notification with customer and contact is shown by IDA at the workplace instead.
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