Make and Receive Calls in Salesforce
Agents can control calls directly in Salesforce - such as accepting or ending them - while using their existing SoftPhone or desk phone, staying productive without switching apps.
Outbound Calling Made Easy
Use click-to-dial from contact, lead, account, campaign member, or activity records.
Agents can also dial manually via the built-in keypad from nearly any external application. Unaric Voice supports dialing from physical phones, automatically logging the interaction inside Salesforce.
Every call is tracked, timestamped, and linked to the appropriate record for full context and reporting.
Streamlined Inbound Calling Experience
When a call comes in, Unaric Voice instantly identifies the caller by matching the phone number with existing Salesforce records.
If a match is found, the associated lead, contact, or account is displayed within the SoftPhone or opened in a new tab. If multiple matches exist, users can choose the correct record from a list.
This intelligent identification ensures agents always know who’s calling and can jump into the conversation with full context.
Presence-Aware Call Handling
Unaric Voice keeps your availability status in sync with your activity.
Presence states such as Available, Busy, or Do Not Disturb can be manually selected or automatically triggered after a call ends.
When integrated with Salesforce Omni-Channel, status changes in Unaric Voice update across all service channels - ensuring you won’t receive chat or case assignments during active calls. This dynamic presence handling boosts focus and improves agent efficiency.
