Telephony tools in RO App
Integrating Zadarma telephony with RO App allows companies to centralize call handling, reduce manual work, and never lose contact with a customer. All telephone communications are automatically recorded in the system and linked to customers and work orders.
Automatic creation of inquiries and tasks
In RO App, if automation is enabled: when an incoming call is received from a new number, the system automatically creates a new inquiry or task from incoming or missed calls. Employees do not need to enter data manually — call information is immediately stored in RO App.
This allows you to:
not miss a single call;
reduce the number of manual actions;
quickly start working with a new customer immediately after Inquiries.
Calls directly from RO App
Employees can call customers directly from the RO App interface by simply clicking on the phone number. All outgoing and incoming calls are automatically recorded in the interaction history and stored in the contact card.
The advantages of this approach are:
time savings when switching between systems;
complete communication history in the customer card;
AI call analytics
In the RO App, if automation is enabled in the telephony settings: it automatically analyzes phone calls: performs AI transcription of calls, determines the customer's mood, and generates key insights from the conversation. All analytics are stored together with the call in the customer's card.
Advantages of this approach:
quick preview of conversation content without re-listening;
quality control of employee performance;
identification of customer problems, objections, and needs based on phone conversations.
Automatic contact creation
In RO App, after enabling automation in the telephony settings: If an inquiry or call comes from a new phone number, RO App automatically creates a new contact and assigns it to the manager who accepted the inquiry. All further communication is stored in a single profile.
Advantages of this approach:
no potential customers are lost;
no manual creation of contacts;
the manager responsible for the customer is retained from the first inquiry.
Current call widget
During a current call, the RO App automatically opens a call widget that provides the employee with all the necessary information for fast and effective work with the customer. The content of the widget depends on whether the contact is defined in the system.
Call from an existing contact
If the call comes from a number that is already stored in the system, the widget displays extended information about the client: Internal number (phone), Contact card, Information about the last opened document with the ability to quickly change its status, Button to view all documents of the same type, button to create a new document.
This format allows the manager to instantly navigate the interaction history and perform actions without ending the call.
Call from an unknown contact
If a call comes from a number that is not in the system, the widget displays basic information: Internal number (extension), Phone number, button to create a new document.
This allows you to immediately register a new customer in the system and start working without losing a single inquiry.
How to use telephony for your business?
Telephone tools can be used effectively in various areas of business — from service and repair companies, logistics and delivery services, to medical institutions and call centers.
Medical centers and educational institutions
A typical situation: customers call to make a booking, get advice, or make a follow-up call.
Zadarma telephony in RO App allows you to automatically identify a patient or student and open their history of inquiries.
During the call, the employee:
sees previous inquiries and consultations;
can quickly create a new inquiry or change an existing one;
saves the details of the conversation in the system.
This reduces the number of errors, improves service quality, and provides a complete history of interactions with the customer in one place.
Sales departments and call centers
Typical situation: every day, the company receives a large number of incoming calls with requests for consultation, calculation, or work order placement.
Integrating Zadarma telephony with RO App allows you to automatically process such inquiries without losing any information.
When an incoming call is received, RO App:
automatically identifies the customer by their phone number;
creates a lead or opens an existing customer card;
records the call in the interaction history.
The manager immediately sees the customer's card, previous inquiries, and can create a sale, change the status, or add a comment during the conversation.
Click-to-call allows you to quickly call back customers without dialing a number, and call analytics help managers evaluate the effectiveness of managers and the load on the lines
.
Online stores and e-commerce
A typical situation: customers call to check the status of their work orders, delivery, or product availability.
Zadarma telephony in RO App allows you to instantly identify the buyer and open their full information.
During the call, the manager sees:
active and completed work orders;
payment and delivery statuses;
purchase and inquiry history.
This allows you to quickly respond to requests without repeated clarifications, change the status of a work order directly during the conversation, or create new sales. As a result, call processing time is reduced and customer loyalty is increased.
Logistics and delivery services
A typical situation: managers are constantly communicating with customers, couriers, and partners about delivery times and details.
Zadarma telephony, integrated with RO App, helps keep all these communications under control.
records all calls related to delivery;
allows you to quickly transfer calls between employees;
stores communication history in the customer card or in the work order event feed.
Managers can track employee workload, and employees can quickly navigate the situation without losing the details of previous conversations.