First, log in with the ShareCRM administrator account, then log in with the JST (JiShi Telecom) communications administrator account.

Note: JST-side hardware and backend configuration must be completed before performing the following steps.

1. Initialize the Call Center on ShareCRM Side

Call Center plugin path: Admin - Business Plugins - Call Center

• After tenant initialization succeeds, the following changes occur: ① Admin - Roles & Permissions - Business Feature Permissions - Role Permissions will include a new role: Call Center Agent ② The Work Order object will gain a new lookup field: Call Log ③ ShareCRM will add two preset objects: Call Log and Telemarketing Log

2. Configure and Bind Service Provider Info on ShareCRM Side

On ShareCRM choose JST (JiShi Telecom) as the Service Provider and click Save. The system automatically generates a secretKey. Note: If you regenerate the secretKey, you must also update the enterprise secret key on the JST side.

• Completing this configuration means the CRM and the Call Center vendor integration is done. The next step is user-level binding.

3. Account Binding on ShareCRM Side

User binding links CRM users with Call Center agents so that bound users have both Call Center and CRM capabilities. Binding steps:

① Select a ShareCRM employee (the selected employee must be assigned the Call Center Agent role) ② Enter the third-party agent employee number (this number comes from JST: Agents - Users - Employee Number)

After saving, details appear as follows:

picture coming soon: Binding Account

4. Business Settings

You can configure Call Center-related settings in ShareCRM. Supported options include:

① Popup screen (screen pop) list configuration: when one phone number matches multiple Accounts or Contacts, the system shows a list of matching Accounts or Contacts. ② Custom screen-pop field recognition: choose which fields the system uses to identify incoming callers; you can also set popup priority. ③ New-record quick-create from screen pop: when an incoming call has no matching record, the system presents a quick-create option according to your settings. ④ Grant temporary data access permissions for agents.

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5. One-Click Outbound Call (Click-to-Dial)

When agents need to place outbound calls directly from the CRM, enable outbound call settings in ShareCRM to use One-Click Outbound.

5.1 The system presets Accounts, Leads, and Contacts as outbound-capable objects. To enable click-to-dial on these objects, complete the following two steps:

5.1.1 Add a custom button on the object. The button API name must be: button_e_call_out__c

5.1.2 Configure the outbound phone field(s) in Outbound Call Settings. See example below.

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5.2 If you need click-to-dial on other objects, perform these two configuration steps:

5.2.1 Add the object as an outbound target in Outbound Call Settings.

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Note: Adding the outbound button consumes custom button quota. If quota runs out, initialization may fail. After increasing quota, manually add the custom button with API name: button_e_call_out__c

5.2.2 Configure outbound phone fields in Outbound Call Settings as described in 5.1.2.

6. JST (JiShi Telecom) Side — Configure Screen Pop and Call Log Push URLs

• In JST system go to Settings - Other Settings - Screen Pop Settings - Open Outbound Call Page

picture coming soon: JST Screen Pop Settings

• General parameters: ① CRM incoming-call screen pop URL: https://open.fxiaoke.com/open/callcenter/jst/popupwindow/call ② CRM outbound screen pop URL and bulk outbound screen pop URL: leave blank ③ Call log (hangup) push URL: https://open.fxiaoke.com/open/callcenter/jst/hangup ④ Enterprise Secret Key: the secretKey generated on ShareCRM side ⑤ Enterprise ID: ShareCRM EI (numeric only) ⑥ Public access URL: the external address for accessing recordings (e.g., http://192.168.1.51:80)

• After completing these settings, log out of the JST account and log back in to test.