Flexfone integration
Pick up the phone with the full picture
Help callers without making them start from scratch. See who is calling, keep their history close and have every call’s CallAI summary waiting on the conversation.
Free VIP onboarding included for every customer.
See all integrationsFlexfone phone support
Start with the customer, not a search
Herodesk matches incoming numbers to existing contacts. Open the call with the customer’s history and connected data in view, so you can get straight to helping.
- Make the conversation personal.
- Know which existing customer is calling before you answer. Start with their name and context instead of searching while they wait.
- Stay informed across channels.
- See calls alongside email, chat and social conversations, so a colleague can follow up with a clearer picture of the customer’s contact with your team.
- Keep follow-up easy.
- Find previous calls in the customer’s history and call back with a click on their phone number in Herodesk.
CallAI summaries
Requires CallAIEvery call summarised on the customer’s conversation
Connect your CallAI account, and the summary of each Flexfone call is added as an internal note on the caller’s conversation. Colleagues can see what was said without asking around or listening back.
CallAI summaries need a CallAI account. They are internal notes that your team and Copilot can read. Herodesk AI agents do not answer phone calls.
- Saved where the case lives
- The summary lands on the caller’s open or pending conversation, with the call’s direction, agent, duration and a link to the call in CallAI.
- Jump to the moment that matters
- Timestamps in the summary link straight to that point of the call in CallAI, so you can listen to the part you need.
- You decide what a new call becomes
- If the caller has no open conversation, create a closed conversation with the summary, a pending one to follow up, or keep only the call log. You choose the inbox.
Your working day
A better phone conversation starts with context
Keep caller details, call history and connected customer data close, so your team can focus on the person on the line.
- See the caller
- Incoming calls are automatically matched to a contact in Herodesk, so you know who is calling before you answer.
- Calls in your inbox
- Flexfone calls are shown in Herodesk in the same way as email, chat and social media.
- Click-to-call
- Call a customer directly from Herodesk with one click on their phone number.
- Call history
- Incoming and outgoing calls are logged on the customer's contact, so the whole team can see when you last spoke.
- CallAI call summaries
- With a CallAI account, each call's summary is added as an internal note, so the whole team can read what was discussed.
- Summaries that catch up
- If a summary from CallAI does not arrive straight away, Herodesk fetches it automatically afterwards.
- User mapping
- Connect Flexfone users to their Herodesk users, so each call and summary shows the colleague who took it.
- Customer context on the call
- When a call opens, connected widgets show the customer's data: like orders and order history from Shopify or your ERP.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4 to 6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”