CRM Integrations
What is the Difference between the Universal Repeater and Communicator Widget?
Two widget types are available for integration in your CRM instance: Universal Repeater and Communicator Widget. Each widget type allows agents to access a limited subset of Agent Desktop features directly from the sidebar of your CRM instance.
The Universal Repeater offers basic call and chat options. It uses native CRM functionality to automatically add activity records to your CRM.
The newer Communicator Widget is a more flexible alternative to the Universal Repeater. In addition to presenting call and chat options to agents, it enables custom workflows to process the activity data stored in CRM variables: for instance, $(associatedRecords), which stores an array of CRM records associated with an interaction by an agent, can be used to Associate Calls with Relevant Records in your CRM. Please note that data for interactions handled through the Communicator Widget is not automatically stored in your CRM by default; if you wish to automate activity record creation, you must first set up workflows to process and save this data to your CRM.
Note: Presently, Communicator Widget and Agent Desktop instances cannot be logged into at the same time. This functionality will be added in an upcoming Agent Desktop release.