Trellus for RingCentral

Add Trellus coaching to RingCentral web calls

Keep the contact search, dialpad, phone number, and live call in RingCentral. Trellus can recognize a supported active call in the RingCentral web app and keep the displayed name or number with the coaching session.

Browser compatibility—not a Trellus queue or dialer replacement. Current UI, account, permissions, region, and plan must be verified before rollout.

Supported surfaceRingCentral web app at app.ringcentral.com in Google Chrome
Call placementRingCentral or its connected phone provider
Trellus roleSupported coaching and session context
After-call recordComplete required work in RingCentral
Where it works

The exact RingCentral browser surface

A platform logo is not enough. This page names the screen, what Trellus can see there, and where the workflow stops.

Start here

RingCentral web app at app.ringcentral.com in Google Chrome

RingCentral stays in control

RingCentral owns the contacts, dialpad, phone service, call controls, call history, voicemail, and native integrations.

What Trellus adds

Trellus adds supported in-call coaching and session context to calls that remain inside RingCentral's web app.

Rep workflow

One native call, one clear role for Trellus

01

Find the contact in RingCentral

Use RingCentral's contact search or dialpad in the web app.

02

Place the call in RingCentral

Choose the number and use RingCentral's native phone controls.

03

Use Trellus during the call

Trellus recognizes the supported active call and retains the visible name or number for coaching context.

04

Complete after-call work in RingCentral

Keep RingCentral as the source for history, voicemail, and any native follow-up.

Context

What stays with the coaching session

Trellus uses the contact clues available on the supported live-call view. It does not invent missing CRM context.

  • 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
Current boundary
  • This is not a RingCentral list, campaign, or multi-line dialing workflow.
  • Trellus does not claim to write a RingCentral note, disposition, task, contact update, or callback.
  • The RingCentral desktop, mobile, and Teams plugin experiences are outside this page's scope.
Concrete example

What a rep actually does

Sam finds Lee in RingCentral Contacts and starts a call from the web app. When the telephony panel minimizes, the active name remains visible. Trellus keeps that name with the supported coaching session while RingCentral continues to control the call and store its native history.
Fit check

Keep the native setup when it already works

RingCentral alone is a strong fit when

Stay with RingCentral alone when RingEX with AI Assistant or AI Conversation Expert—or RingCX with AVA Agent Assist—plus native call controls, analytics, and coaching already meets the team's requirements.

Review Trellus when

Review Trellus when reps make browser-based RingCentral calls and want Trellus coaching alongside the current phone workflow.

FAQ

RingCentral and Trellus

Where does Trellus work in RingCentral?

The reviewed support is the RingCentral web app at app.ringcentral.com in Chrome.

Does Trellus replace RingCentral's phone system?

No. RingCentral supplies the phone service, contacts, dialpad, and call controls.

What context does Trellus keep?

Trellus can retain the active name or phone number displayed in RingCentral's supported telephony view.

Does Trellus log the call to RingCentral?

This compatibility page does not claim any RingCentral write-back. RingCentral owns its native call history.

Can Trellus parallel dial from RingCentral?

Not through this compatibility path. It covers coaching on RingCentral-placed web calls.

Test one real RingCentral call view

Bring the browser route, account role, phone setup, and after-call requirements your reps use. We will show where Trellus fits and where the native platform stays in control.