Initiate an internal call
Use POST with extension to request an authorised call.
Exact navigationxConnect browser softphone → authenticated API
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Use POST with extension to request an authorised call. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open xConnect browser softphone → authenticated API.
- Locate the record, setting or action used to initiate an internal call.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
API operationUse POST with extension to request an authorised call.
Code-backed validations and workflow rules
- Responses use JSON and no-store security headers.
- Do not expose session credentials or CSRF values in logs.
Expected result and verification
- The initiate an internal call workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.