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Release Notes

Target release

1.0

Target release date

Status

Completed

Epic/Task

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Document status

Completed

Document owner

Haseeb Tahir

Developers

Abdelrahman Sadat

QA

Haseeb Tahir

Release Summary

Integration between EFCX Connector and HubSpot CRM. 

This embedded EFCX Connector runs inside the HubSpot CRM Web UI and enables agent/call controls within CRM allowing agents to use the same CRM agent interface for all call and chat handling and transfer.

Release Limitations

  • Browser Limitations so far include: Google Chrome’s Incognito mode

  • The EFCX within the HubSpot iframe requires users to re-login when initiating a new conversation for the first time in a session.

  • Encrypted phone number will be mapped on Customer’s Screen pop-up and Chat Activity in case of Viber.

  • Click to chat is not available for this release.

  • Selected Warp-up and Notes will not refelected in the chat or call activity.

  • CX-Voice limitations are here.

ℹ️

Important Notes

  • You must have installed the Expertflow Contact Center(EFCX) before integrating with HubSpot.

  • Do not login to the same agent on different browsers or different machines.

  • Administrative access to server machines is required to install EF Connector.

  • Admin access to CRM is required to deploy CRM side configurations.

  • Firefox browser requires configuration settings in Privacy & Security.

  • The screen pop-up will open in new tab on the first conversation, and subsequent updates will occur in the same tab for all next conversations.

Open Issues in Release

https://expertflow-docs.atlassian.net/issues/?jql=project%20in%20(HCFE)%20and%20type%20in%20(Bug%2C%20%22Story%20Bug%22)%20and%20status%20in%20(Delivery%2C%20Dev-Ready%2C%20Discovery%2C%20Drafting%2C%20Impact%2C%20%22In%20Progress%22%2C%20%22In%20Review%22%2C%20In-Progress%2C%20In-QA%2C%20In-Review%2C%20Re-opened%2C%20QA-Ready%2C%20Planning%2C%20%22Parking%20lot%22%2C%20On-hold%2C%20Marketing%2C%20Launched%2C%20%22Ready%20for%20delivery%22%2C%20%22Ready%20for%20Launch%22%2C%20Refinement%2C%20Reopened%2C%20%22Selected%20for%20Development%22%2C%20%22To%20Do%22)%20ORDER%20BY%20created%20DESC

Release Tested Highlights

Tested with:

Not Tested with:

  • Supervisor Controls

  • Consult a conversation

  • High Availability (HA)

  • Refresh Functionality

Testing Machine Hardware Specs

CPU

RAM

Hard Disk

4

16GB

150GB

Web Browser(s)

  1. Google Chrome - Version 132.0.6834.160 (Official Build) (64-bit)

  2. Firefox - Version 135.0 (32-bit)

Operating system

  • Ubuntu 22.04.4 LTS - (GNU/Linux 5.15.0-119-generic x86_64)

🖥️

Compatibility Matrix for this release is available here.