WebAgent for Bullhorn CTI Actions and behaviors

Note

Additional Dialogue Cloud WebAgent and CTI Integration license required.

Introduction

The below overview of the CTI Entities and Actions available with the WebAgent for Bullhorn.

Bullhorn entities

Below an overview of the entities that are used in the Bullhorn CTI plugin:

  • Contact
  • Candidate
  • Lead

  • Used for:

    • Search

    • Create

    • Form

  • Used field(s):

    • phone

    • phone2

    • mobile

    • email

    • email2

  • Used for:

    • Search

    • Create

    • Form

  • Used field(s):

    • phone

    • phone2

    • mobile

    • workPhone

    • email

    • email2

  • Used for:

    • Search

    • Create

    • Form

  • Used field(s):

    • phone

    • email

Bullhorn activity behavior

When WebAgent registers an activity, the Bullhorn CTI plugin opens a Bullhorn Note window for the active conversation.

  • Inbound phone conversation = A Note window is opened with action Inbound Call.

  • Outbound phone conversation = A Note window is opened with action Outbound Call.

  • Email conversation = A Note window is opened with action Email.

  • Other conversation types = A Note window is opened with action Left Message.

When a Bullhorn record is linked to the conversation, the Note window is opened for that record. The activity button opens the Notes view for the linked Bullhorn record.