How to use AirCall for Magento 2 & Adobe Commerce by Bemeir

Tutorial

Dialer Integration

The extension adds buttons so you can click to call on the following admin pages:

  • Order view: buttons are added to the billing and shipping address phones
  • Customer view > Customer View tab: a button is added to the default billing address
  • Customer view > Addresses tab: buttons are added to the default billing and shipping addresses

Once a button is clicked, the dialer functionality will trigger the operational system default dialer. We do recommend installing the Aircall official app on your device and make it the default dialer app. This way once you click on the dialer buttons, the Aircall app will automatically launch/pop so you can dial to the customer.


Insight Cards

The main functionality of the extension, which integrates the Magento/Adobe Commerce data with the Aircall calls, showing relevant data on the phone app.


The data will show up on any official Aircall app, computer and mobile devices, for incoming and outcoming calls, at the bottom of the app.


Make sure that the data is properly indexed or this functionality will not work properly. Refer to the installation guide for detailed instructions.

Insight Cards Settings

By default the extension will show these data:

  • Customer Email
  • Customer Group
  • Number of Orders
  • Total Spend
  • Recent Orders
  • Recently Purchased Items

For each of these insight cards it's possible to set:

  • The title displayed on the phone app. E.g., instead of "Customer Email" show "e-mail"
  • The sort order
  • To set as disable, that mean, do not show at all


Customization

The extension allows developers to easily add more types of insight cards and use them on the integration. E.g., if you have a loyalty program on your application you can build a custom insight card to show on the phone details about it; or maybe you want to show the customer credit balance on the store, if you have such a functionality on your application.


If you need this kind of customization, contact us for developer guidance.