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Overview of the dialer:
With Orum Dialer, your conversations will be seamlessly imported into Jiminny, where they’ll be transcribed and analyzed for actionable insights. Easily search, listen, and share knowledge across your entire organization. Unlock limitless coaching opportunities—self-coach, learn from peers, and receive valuable feedback from your manager to continuously improve and drive success.
Setup type:
You should navigate to Settings > Organization > Integrations and Connect Orum dialer:
Prerequisites:
To pull and process calls your Orum admin should enable the dialer Salesforce integration to send call tasks in the CRM.
To work correctly the dialer needs:
Task Subtype = Call
Customer field for the recording url
"CallType": "Outbound"/ "Inbound"
Contact Name
Installation:
Let your admin install the dialer for you from the Integrations page.
Key Benefits:
It will increase visibility as each member of the team will be able to find the exact key moment in the call in seconds to pinpoint coaching moments. 🔥
You will be able to join a call and live-coach it, leave feedback throughout any playback, share specific key moments with the team and much more.
FAQs
Which calls do we pull in?
Once the Orum Salesforce Integration is connected and the dialer is enabled, Jiminny will start to import all calls made in Orum by active Jiminny Users.
Calls should be imported and processed in Jiminny no later than 15 minutes after the call has ended in Orum.
Which calls don't we pull in?
Those where the user doesn’t exist in Jiminny.
What if my calls are not pulling into Jiminny?
Please check if your email with Orum matches the email you are currently using with Jiminny. We'll need both emails to match for us to be able to pull your calls through.
If your email being used in Orum is different to the one in Jiminny, then you'll be able to go onto profile in Jiminny, then under "Secondary email" you can enter the second email to enable Jiminny to sync and pull in your calls.