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Zendesk Sell Call Summary page



Posted Nov 10, 2021

We are developing a phone platform integration with zendesk sell.

How can we pop up call summary modal to an agent after his call ends? Is there a top bar app action to do that or via REST API?


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Erica Girges

Zendesk Developer Advocacy

Hi Equipe!
 
Thank you so much for your post. There isn't a specific action that could do that. However, there is the Call log editor. This is a modal to log data from the call. You can see more about that [here](https://developer.zendesk.com/api-reference/apps/apps-sell-api/call_log_editor/). There is also the GetResourcesByPhone action in the Sell top bar app. It's used to retrieve customer data based on the phone number. It returns a contact name as well as their id so you can access more info if needed. You can learn more about this action [here](https://developer.zendesk.com/api-reference/apps/apps-sell-api/top_bar/#getresourcesbyphone). Either of these might be able to help get you started in the right direction.
 
Hope this helps!
 
Erica - Dev Support

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Hi Erica. Thanks for you answer.

The focus is to allow the agent to choose an outcome for a call and write a comment. Is there a way we can pop up the call log editor to the agent, so when a call ends, we show him the modal?

Thanks again!

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Erica Girges

Zendesk Developer Advocacy

Hi Equipe,
 
Currently, in Sell's Voice and Text feature, at the end of a call the call outcome logger will automatically pop up. If you're looking to create your own phone integration, you could try looking into the Call Object. Depending on the functionality of your integration, there are a few events that could be utilized to help create a an action that will open the call log editor. For example, the call log editor has a duration key, you can look for when that is set and automatically populate the modal. You would need to simulate the action of clicking the icon to open it. Here is a [link](https://developer.zendesk.com/api-reference/apps/apps-sell-api/call_log_editor/#call-object) to the call object to better understand and determine which best fits your integration. 
 
Erica - Dev Support

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