Objective
Enable employees to generate unique EUV video links for video appointments to be used in the Client View, Schedule, or Contact Center areas of Coconut.
NOTE: EUV integration is a paid add-on. Please connect with your Customer Success Manager to get started.
Steps
Connecting EUV with Coconut requires setting up the integration, enabling it for users, and ensuring services are set up to include video calls as a meeting method.
Set up the integration
Please send a request to Eltropy to have them share the base URL and API token for the appropriate EUV environment with Coconut by emailing support@coconutsoftware.com.
The integration will be set up by Coconut when the information has been received from Eltropy.
Modify the video service provider for a staff member
When a video integration is enabled for the first time, it becomes the default video service provider for staff facilitating video appointments. If the default requires changing, you will need to modify the video service provider for the staff member.
To modify the video service provider for a staff member:
From the navigation menu, click Staff
Navigate to the staff member you want to modify
Click Profile
From the Video Calls Platform dropdown, select your preferred option
Click Save
Set services to include video calls
Services that will include the option to join by EUV link will require that video calls is an optional meeting method. To set a service to include video calls:
From the navigation menu, click Services
Navigate to the service that will include video calls as an option
Click More
From Meeting Method, select Video Call
Click Save
Refresh the integration
The integration can be refreshed by a request from Eltropy to Coconut with the new API token. An email stating the account to be refreshed and the connection information should be sent to support@coconutsoftware.com a minimum of 1 week before the existing API token becomes invalid.
Disconnect the integration
To disconnect the integration:
From the navigation menu, click Settings
Click Video Calls
Click Disconnect
Click Disconnect once more to confirm
NOTE: Disconnecting the integration does not impact previously scheduled appointments that included an EUV video call link.