Arbor

Linking Connect to Arbor lets you:

  • Search your Arbor contacts from Connect.
  • See who's calling when the number matches an Arbor contact.
  • Create a call record on the Arbor contact automatically when the call ends.

Using standalone Sidekick? The contact search, caller ID and call logging described here need Connect. In Sidekick, Arbor only receives your call transcripts, and an admin links it from Sidekick's Apps screen. See Linking apps in Sidekick.

Linking Connect to Arbor

An Arbor administrator needs to do this once for the organisation.

1. Log in to Connect and click Apps.

The Apps item in the Connect left-hand menu

2. Click Connect Arbor.

The Connect Arbor button on the Apps screen

3. Enter your Arbor account details and click Sign in. Arbor lists the permissions Connect needs. Accept them and you'll come back to Connect with a notification confirming the link.

The Arbor sign-in and permissions screen

Sidekick transcriptions

If you use Sidekick, Connect adds the transcript to Arbor once a call has been transcribed. It finds the Arbor contact from the caller's number and adds a call record titled Call transcription, with the time and length of the call, carrying the transcript. The summary isn't sent to Arbor.

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