Integrations & AI
Smarter Communications Through Seamless Integrations and AI
- Key Integrations Capabilities
Exchange Calendar & Teams Status Sync
Automatically update your OneCloud availability based on your Outlook calendar and Teams presence. This ensures that both the switchboard operator and your colleagues always know when you're available, reducing missed calls and improving internal coordination.
Caller Recognition
Instantly see who’s calling. With CRM integration, customer details pop up on your screen before you even answer—enabling more personalised and efficient service. You’ll know the caller’s name, company, and reason for calling, even before you say hello.
Plug-and-Play CRM/ERP Integration
Connect OneCloud with your existing CRM or ERP system—such as Salesforce, Dynamics, HubSpot, or custom platforms. View customer records instantly during calls, log interactions automatically, and ensure your teams have the full context they need to deliver excellent service.
FreshDesk & ZenDesk Integration
Manage support tickets and customer interactions in one place. These integrations ensure that your helpdesk team can handle calls and tickets with full context, improving resolution times and customer experience.
Customer Satisfaction Survey Integration
Boost your service quality with AI-enhanced customer feedback tools. After each call, an SMS link to a satisfaction survey can be automatically sent to the caller.
AI-Powered Call Summaries
Setera’s AI creates clear summaries of every call, instantly attachable to CRM records or support tickets and accessible via mobile apps. By reducing manual note-taking and improving accuracy, your team can focus on what matters most — engaging with customers.
Advanced Callback Platform Integration
Setera’s integration with intelligent callback platforms ensures missed calls turn into opportunities. Customers can request callbacks at convenient times, while requests are automatically routed to available agents. With visibility into volumes and response times, your team can reduce peak-time strain, improve planning, and deliver reliable performance even during high demand.
Microsoft Teams App Extensions
Enhance Microsoft Teams with Setera’s CRM integrations. Access customer records, log calls, and update fields without leaving Teams. Collaborate with full context in meetings and chats, creating a unified workspace where communication and customer management work seamlessly together.
Mobile App Integrations
Keep your mobile workforce connected anywhere with Setera’s app. Instantly see who’s calling, access CRM data and call history, and get AI-generated call summaries on the go. With easy management of telecom settings and availability, your team stays informed, in control, and productive in the office or the field.
Case Studies
OneCloud Integrations Case Studies
Direct Routing Deployment Case Studies
AI-Powered Call Summaries
Setera’s AI capabilities take communication to the next level.
With AI-generated call summaries, your organisation can:
Automatically generate concise summaries of phone conversations
Attach summaries to CRM records or support tickets
Deliver summaries to mobile apps for quick access on the go
Improve documentation accuracy and reduce manual note-taking
These summaries help teams stay aligned, follow up faster, and maintain a complete history of customer interactions—without the administrative burden.
If you would like more information, please complete the enquiry form.
We look forward to speaking to you.
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