Zoho Desk Toolbar Integration with Ameyo

overview this document provides instructions for integrating the ameyo toolbar within the zoho desk interface this integration enables agents to manage customer interactions using ameyo's telephony features directly within their zoho desk helpdesk environment key benefits unified workspace access ameyo calling features without leaving the zoho desk application contextual screen pop automatically display relevant zoho desk contact information upon receiving or initiating calls click to dial initiate calls directly from zoho desk records automated activity logging automatically log call details, voice recordings, and dispositions against corresponding zoho desk records functionality the integration embeds the ameyo toolbar as a private app within zoho desk, accessible via an icon typically located in the bottom right upon agent login to the toolbar, it provides telephony controls when a call occurs, the integration searches zoho desk based on the phone number to display associated contacts (screen pop) click to dial can be initiated from zoho desk call activities, including dispositions and optional voice logs, are automatically pushed to zoho desk records either client side or server side (via post processing node flow), depending on configuration oauth 2 0 is used for secure authorization between ameyo and zoho desk apis prerequisites active ameyo account active zoho desk account with administrator privileges zoho developer console access (https //accounts zoho com/developerconsole or regional equivalent like in) to create oauth client id/secret the ameyo private app package for zoho desk (ameyo zip) network connectivity between ameyo servers and zoho desk