> ## Documentation Index
> Fetch the complete documentation index at: https://docs.captivolabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Captivo Link

> Captivo Link logs every 8×8 Work call in your CRM automatically, with 8×8's AI summary, action items as tasks, and the transcript.

<video src="https://www.captivolabs.com/videos/captivo-link.mp4" poster="https://www.captivolabs.com/images/captivo-link/film-poster.jpg" controls playsInline preload="none" />

Captivo Link connects **8×8 Work** to the CRM your team already uses. Every call is logged on the right contact and deal within minutes of ending, with 8×8's AI summary, each action item as a task, and the transcript. Nobody types a thing.

Logging runs on our servers, so there's nothing to install for it: no desktop app, and nothing to change on your phones. An 8×8 admin sets it up once for the whole firm.

For caller ID, there's an optional [browser extension](https://docs.captivolabs.com/captivo-link-chrome-extension.md) for **Google Chrome** and **Microsoft Edge**. It shows who's calling, with their open records from your CRM, as the phone rings, and opens their record in one click.

## What it does

* **Logs every call to the right record.** Calls are matched by phone number to the contact, their company and their open deal, matter or ticket, as soon as 8×8 has the call.
* **Adds 8×8's AI summary.** When 8×8 has AI notes for a call, the summary is added to the logged call, and each action item becomes a task in your CRM, due the next morning.
* **Keeps the full conversation close.** The transcript is added to your CRM with the call. Recordings play from the call's page in Captivo Link, streamed from 8×8.
* **Lets you choose whose calls are logged.** Switch people on or off; each person switched on is a seat. Ring groups and the main line are logged free.
* **Tells you when something needs attention.** If 8×8 or the CRM stops accepting the connection, Captivo Link says so straight away and logs the calls from the outage once it's reconnected.

## Supported CRMs

| CRM | Calls are linked to |
| - | - |
| HubSpot | Contacts, companies and open deals |
| Zoho CRM | Contacts, accounts and deals, in every Zoho data centre |
| Pipedrive | People, organisations and open deals |
| Zendesk | The caller's open ticket |
| Smokeball | Contacts and matters, with time entries |
| Clio | Contacts and matters |
| Odoo | Contacts and opportunities |
| ConnectWise | Companies, contacts and tickets |
| HaloPSA | The caller's open ticket |

## How it works

**1. Connect 8×8**

Add an 8×8 API key and a call-history user, so Captivo Link can read your calls. See [Connecting 8×8](https://docs.captivolabs.com/captivo-link-8x8-setup.md).

**2. Sign in to your CRM**

Sign in once as the CRM user Captivo Link should log calls as. You never share a CRM password with us.

**3. Choose whose calls are logged**

Switch on the people whose calls should be logged. Each one is a seat.

**4. Calls arrive**

Captivo Link checks 8×8 for new calls every minute. Each one is logged on the right record, usually within 10 minutes of ending, and the AI summary is added when 8×8 has it.

## Your data

Captivo Link keeps only what it needs to log a call: who called whom and when, how long it lasted, and where it was filed in your CRM.

* **Recordings** stay in 8×8. Captivo Link never stores them, and plays them straight from 8×8.
* **Transcripts and AI summaries** are written to your CRM. Captivo Link's own copy is removed a day after the call (or a month after, for a call held while a connection was down). When you open a call in Captivo Link, its transcript and summary are fetched from 8×8 and not stored.
* **Credentials** are stored encrypted. For most CRMs you sign in through the CRM's own authorisation, so Captivo Link holds a token, never your CRM password.

## Requirements

* **8×8 Work**, with an 8×8 admin to set it up.
* **A supported CRM**, and a user in it for Captivo Link to log calls as.
* **An X Series X4 licence (or higher)** for the call-history user. See [Connecting 8×8](https://docs.captivolabs.com/captivo-link-8x8-setup.md#why-does-the-user-need-an-x4-licence).
* For AI summaries, transcripts and recordings: those features switched on in 8×8 for the people whose calls are logged.

> [card] [Connecting 8×8](https://docs.captivolabs.com/captivo-link-8x8-setup.md)
>
> Set up the 8×8 API key and the call-history user.


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