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Updated: 06/03/2024 OverviewThe 8x8 Web Dialer is an easy way to initiate calls from 8x8 Work for Desktop by clicking on a phone number on a web browser page.Web Dialer automatically highlights most telephone numbers for you, turning them into clickable links. When a phone number is clicked, a call is dialed out through 8x8 Work for Desktop.Other options are also available when manually highlighting a phone number: Initiate a call through 8x8 Contact Center Initiate sending an SMS/text message through 8x8 Work for Desktop IMPORTANT Note Regarding Use of 8x8 SMS: If you currently use or will use any 8x8 service to send SMS messages in any amount (even just one message), regardless of the purpose, you must register an "SMS Campaign" with 8x8. If your business is not registered with The Campaign Registry, unregistered SMS/MMS will no longer be supported after March 31, 2023. Please see below for further details about registration. Enabling SMS for an 8x8 user extension requires a registered SMS campaign. See this article for more information: SMS Campaign Registration and Impact. Applies To 8x8 Work for Desktop 8x8 Contact Center Google Chrome Web BrowserInstallation Navigate to the 8x8 Web Dialer extension page in the Chrome Web Store. Click Add to Chrome. At the prompt, click Add Extension. Once install is complete, refresh your open web pages to update any listed phone numbers.Requirements and Restrictions 8x8 Work for Desktop is required to run in conjunction with Web Dialer. Safari web browser is not supported. Highlight and Call, or send an SMS message: Not all web sites will allow the Web Dialer extension to highlight phone numbers. However, Web Dialer has an alternative "highlight and call" method for initiating calls. With the latest Google Chrome version of the 8x8 Web Dialer (v2.1.0 and higher), you can quickly initiate a text message with a phone number. Note that 8x8 SMS functionality requires your company to register an SMS campaign and enable SMS per user, first. Please see this article for instructions: 8x8 Web Dialer: Initiate Calls and SMS messages from Web Browser Applications Use of Web Dialer is not recommended in Salesforce when you are also using the 8x8 Work for Salesforce integration, as Web Dialer may interfere with Salesforce's native CTI click-to-dial functionality. Web Dialer does not support single-click dialing in 8x8 Contact Center. Only the "highlight and call" method mentioned below is supported. Currently when

ObjectiveWhen you install the latest version of 8x8 Web Dialer into Google Chrome, you can perform the following with minimal mouse clicks: Initiate Calls with Web Dialer Initiate SMS messages with Web DialerWeb Dialer provides the option to either click an automatically highlighted phone number to initiate either a phone call or an SMS message (for web sites which support automated highlighting), or to manually highlight a web page phone number and initiate a phone call or SMS message.Initiating phone calls is supported through 8x8 Work for Desktop and 8x8 Contact Center. For use with 8x8 Work phone extensions, the 8x8 Work for Desktop application is required to use Web Dialer, even if you have a desk phone. However, 8x8 Work for Desktop may be configured to force ringing of your desk phone. See this article for details: 8x8 Work for Desktop Call Using Deskphone Options IMPORTANT REGARDING SMS: If you currently use or will use any 8x8 service to send SMS messages in any amount (even just one message), regardless of the purpose, you must register an "SMS Campaign" with 8x8. If your business is not registered with The Campaign Registry, unregistered SMS/MMS will no longer be supported after March 31, 2023. Enabling SMS for an 8x8 user extension requires a registered SMS campaign. For more information, see SMS Campaign Registration and Impact. Applies To 8x8 Web Dialer v2.1.0 and higher for Google Chrome 8x8 Work for Desktop 8x8 Work SMS Messaging 8x8 Contact CenterInitiate Calls with Web DialerClick to DialMost web browser applications should support native Web Dialer operation, which allows you to click on a highlighted phone number to initiate an outbound call.If a web site supports this function natively: Phone numbers should appear highlighted and underlined. Example: +14085551212. Holding your mouse cursor over the phone number should pop a notification: Call using 8x8.To dial the number: Locate a phone number on your desired web page, and click on it. Your logged-in 8x8 phone extension will ring in 8x8 Work for Desktop. You must answer that call to connect to the phone number you've clicked on. Note: If you've enabled the Web Dialer for Click to SMS, you'll be presented with Call via 8x8 and SMS via 8x8 options when clicking an automatically highlighted phone number. In this case, you must then click the Call via 8x8 icon to initiate your call. Highlight and Dial a Phone NumberIf a web site does not natively support Web Dialer's one-click function, you should still be able to easily dial a phone number.To dial the number: Select to highlight the entire phone number you want to dial. This can often be done by double-clicking on the number. Right-click on the

Microsoft OutlookMicrosoft has two primary versions of Outlook. 8x8 has integrated ease-of-use features into both types of Outlook. Microsoft Outlook for Windows Microsoft Outlook 365 (Online)Microsoft Outlook for Windows8x8 offers two add-ins for Microsoft Outlook for Windows. These are installed directly onto your Windows PC, and operate only in the PC-installed version of Microsoft Outlook. 8x8 Work for Outlook (Meetings add-in) 8x8 Work for Outlook Click to Call Add-in8x8 Work for Microsoft Outlook (Meetings add-in)This add-in for Microsoft Outlook allows you to add 8x8 meeting information to your new Outlook meeting request. Download 8x8 Work for OutlookWhen you add an 8x8 meeting to your Outlook meeting request, the sender and recipients can join the meeting by clicking on the 8x8 ribbon icon, or by clicking on Join the meeting. You can also call into the meeting by phone.8x8 Work for Outlook Click to Call Add-inThe Click to Call add-in for Microsoft Outlook allows you to click on specific items in Outlook to initiate phone calls through the 8x8 Work for Desktop app. You can: Click on a phone number in an email Call from the sender context menu in email Call from the context menu in People (Contacts)More Information Download 8x8 Work for Outlook Click to Call Plugin Also see: 8x8 Work for Outlook: How to use the Click to Call PluginMicrosoft Outlook 365This is an 8x8 Meetings integration designed to operate in Microsoft Outlook 365 (cloud). It must be provisioned in Office 365 by a Microsoft 365 administrator.Please see: 8x8 Work for Office 365: Meetings Add-In Installation Instructions for Users and Administrators 8x8 Work for Office 365: Meetings Add-In Installation for Standalone Outlook UsersExample: Calendar item for Outlook 365

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Objective Integrate Gong.io with 8x8 X Series accounts, allowing Gong.io to access customer call recordings and user data on the 8x8 platform. This process must be performed by each customer wishing to implement this integration. IMPORTANT: The 8x8 SCIM and CSS APIs allow full read & write access to the underlying resources of the customer account. Access details for these resources should only be shared with trusted parties. Access to and use of 8x8 APIs is subject to the 8x8 API License Agreement. 8x8 is not liable or responsible for any act or omission of customer or any of its third party providers (e.g., any accessing, modification, or deletion of data). Applies To 8x8 Admin Console 8x8 X Series Gong.io Procedure Creating API Access Credentials The following procedures will be applied in 8x8 Admin Console as part of this process: Obtaining 8x8 CSS API Keys Obtaining 8x8 API Token for SCIM API Obtaining 8x8 CSS API Keys IMPORTANT: The following process must be performed by an 8x8 Admin Console Super Admin (the primary/initially created user). More information about Admin Console roles can be found in Viewing and Creating X Series User Roles. In 8x8 Admin Console, click on the top-left control menu and navigate to Roles & Permissions > Assignments. Click + Create Assignment. Assign the following to yourself (the Super Admin): Role: Storage Api Scope: Storage Admin Click Save. Log out of Admin Console and log back in, or refresh your web browser for the new permissions to take effect. From the Admin Console Home or service menu at the top-left, click API Keys. Click Create app. In App Details, enter a Name for your application. The name cannot contain spaces or special characters. In API Products, select Call recordings and Storage. Click Save. You will now see the application you created on your API Keys Dashboard. Click the eye icon at the far right to display your application's Key and Secret. And finally, safely and securely communicate the following API credentials to Gong: SCIM API: URL and Access Token CSS API: Key and Secret Obtaining 8x8 API Token