Extend the Self-Service Portal with these optional customizations based on your business needs.
- Integrate Agent Console with an External Billing System
Connect Agent Console to your external billing system so that agents can view payment details, bills, and usage metrics stored in that system. Agent Console actions such as Start Service, Stop Service, and Transfer Service require this integration. - Setting up Salesforce Open CTI for Agent Console
Install the Salesforce Open CTI to enable service reps to receive calls and use the Identity Verification feature in Energy and Utility Agent Console.