Release Notes

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.

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.

Tested with:

• HubSpot CRM

• EFCX Agent Desk 4.6

• CX Voice (Inbound & Outbound)

• Click to Call

• The following EFCX channels for chat:

  • WebChat

  • WhatsApp

Not Tested with:

• Supervisor Controls

• Consult a conversation

• High Availability (HA)

• Refresh Functionality

Compatibility Matrix for this release is available here.