Start in RingCentral
RingCentral web app at app.ringcentral.com in Google Chrome.
Trellus for RingCentralBring real-time Trellus coaching to RingCentral web calls
Keep the contact search, dialpad, phone number, and live call in RingCentral. Trellus recognizes active calls in the web app and keeps the displayed name or number with the coaching session.
Where it works: RingCentral web app at app.ringcentral.com in Google Chrome.
RingCentralLive call
Rep workspaceRingCentral web app at app.ringcentral.com in Google Chrome
ConversationCall active
Trellus live coaching
Workflow illustrationThe active contact name or phone number shown in RingCentral stays close while the rep talks.
Start inRingCentral
Call withYour existing RingCentral workflow
AddTrellus live coaching and context
Finish inRingCentral
Built around RingCentral
Keep the RingCentral workflow. Add Trellus to the live call.
Reps stay in RingCentral for the call itself. Trellus recognizes the live browser call, adds coaching, and keeps the visible contact details with the conversation.
Keep the current workflow
Continue using RingCentral for contacts, the dialpad, phone service, call controls, history, voicemail, and your connected business tools.
Add Trellus coaching
Trellus keeps the active contact name or phone number shown in RingCentral with the live session and brings guidance into the conversation.
Rep workflow
From RingCentral call to coached conversation
Find the contact in RingCentral
Use RingCentral's contact search or dialpad in the web app.
Place the call in RingCentral
Choose the number and use RingCentral's native phone controls.
Use Trellus during the call
Trellus recognizes the supported active call and retains the visible name or number for coaching context.
Complete after-call work in RingCentral
Keep RingCentral as the source for history, voicemail, and any native follow-up.
During the call
Keep useful context beside the conversation
Trellus uses the active contact name or phone number shown in RingCentral from the live-call view.
- The active name shown in RingCentral's minimized telephony view
- The active phone number when RingCentral shows a number instead of a name
- The live-call state on the supported web app
Good to know
Continue using RingCentral for contacts, the dialpad, phone service, call controls, history, voicemail, and your connected business tools.
Continue using RingCentral for contacts, the dialpad, phone service, call controls, history, voicemail, and your connected business tools.
A typical call
What this looks like for a rep
Sam finds Lee in RingCentral Contacts and starts a call from the web app. When the telephony panel minimizes, the active name stays visible. Trellus keeps that name with the coaching session while Sam continues using RingCentral for the call and history.
Why teams add Trellus
Make each RingCentral conversation easier to navigate
Keep the operating flow
Continue using RingCentral for contacts, the dialpad, phone service, call controls, history, voicemail, and your connected business tools.
Add the Trellus coaching experience
Give reps live guidance and keep the active contact name or phone number shown in RingCentral close while the conversation is happening.
FAQ
Using Trellus with RingCentral
How does Trellus work with RingCentral?
Reps keep using RingCentral for the call. Trellus recognizes the live-call view, adds coaching, and keeps the active contact name or phone number shown in RingCentral with the session.
Where does the integration work?
RingCentral web app at app.ringcentral.com in Google Chrome.
What context appears in Trellus?
Trellus can keep the active contact name or phone number shown in RingCentral when those details are available on the active call view.
Where do call controls and follow-up live?
Continue using RingCentral for contacts, the dialpad, phone service, call controls, history, voicemail, and your connected business tools.
See Trellus coaching on a RingCentral call
Bring the RingCentral browser workflow your reps use today. We will show how Trellus fits into a live conversation.
