RidgeCRM Developer Docs

Guides

Guide: production soft phone

Move from the current CTI shell to real browser calling.

Steps

  • Install the Twilio package and implement token generation in `/api/v1/telephony/token`.
  • Initialize the Twilio Voice SDK inside the phone drawer for authenticated reps.
  • Map dial, answer, reject, mute, hold, and hangup buttons to SDK calls.
  • Normalize Twilio events into RidgeCRM CTI events.
  • Persist dispositions and notes after hangup.
  • Use platform triggers or automation rules to create follow-up tasks after completed calls.