Hubspot
Contact
Center Integration

Embed contact center features within the HubSpot interface, available for Cisco UCCX, PCCE, UCCE, WxCC, Genesys, and Expertflow CC

What makes us stand out

Features

Affordable AI-Assistance and Analytics

AI Orchestration, Virtual Agent, Agent & Supervisor Assist, Conversation Analytics, and AI-driven QM.

Omni channels

Unified interaction history across all communication channels (voice, video, Whatsapp, SMS, Facebook Messenger, Viber, Telegram)

Expertflow Contact Center Service as an add-on to Odoo, Odoo call center

On-prem web phone

A modern alternative to Cisco Jabber and handphones, fully browser-based, no internet exposure.

Subject Matter Expert

Route calls to the right expert instantly
Transfer to MS Teams
Use a simple, built-in console

Expertflow Contact Center Service as an add-on to Odoo, Odoo call center

Chat blending

Expertflow enables true voice and chat blending, allowing agents to handle multiple chats without call interruptions, no per-message charges.

Attach voice recordings

Voice recordings and summaries are attached to the customer’s interaction history in HubSpot  CRM

1-Start Conversation | Account Popup & Agent States

When a conversation starts, the customer account pops up, enabling agents to manage interactions across channels from their desktop. Agents can log in to HubSpot CRM, automatically sync their status with EFCX, and toggle between “Ready” to take calls or “Not Ready” for a break.

2-AI Agent Assistance

An agent can receive real-time contextual AI Agent assistance during a call, including recommended actions and responses, links to relevant knowledge base articles, as well as live transcription and translation support

Call Controls

Controls/buttons on the toolbar change based on the current state of the agent/call and on the telephony event fired from the contact center. Using the communication toolbar, agent can perform the following actions,

  • Accept an incoming call
  • Hold/Resume/End call
  • Consultative or blind call
  • transfer to extensions
  • Conference call

4-Multi-Channels & Chat switching

An agent can handle multiple conversations across various channels (voice, video, WhatsApp, SMS, Facebook Messenger, Viber, Telegram) with a unified interaction history, including recordings and transcriptions. The CRM updates automatically to match the active conversation for efficient workflow management.

5-Expert Transfer & Embedded WebPhone

An agent can consult and transfer calls to non-call center subject matter experts (SMEs) on Microsoft Teams when assistance is needed, ensuring smooth handovers and effective collaboration.

6-Conversation Activity & Wrap-up states

Expertflow CX agents can add wrap-up notes during or after a conversation, summarizing its purpose and providing valuable business insights. At the end of each interaction (excluding consulting calls), a conversation activity is created, capturing key details such as task owner, time, subject, duration, contact/account, conversation direction, status, agent, and priority.