Call the account IVR
Use the widget call action to create an authorised call from the guest to the account route.
Exact navigationAdmin Area → Setup → xConnect → Website calling and main IVR
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 the widget call action to create an authorised call from the guest to the account route. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Setup → xConnect → Website calling and main IVR.
- Locate the record, setting or action used to call the account ivr.
- 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
Website calling actionUse the widget call action to create an authorised call from the guest to the account route.
Code-backed validations and workflow rules
- The account must be active, widget enabled, origin approved and voice transport ready.
Expected result and verification
- The call the account ivr 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.