Resources

CRM Integration Documentation

ChapterDescription
Overview & ArchitectureTerminology, components, architecture diagrams, message flow
CRM FeaturesFeature index — links to walkthroughs, protocol, and configuration
Feature WalkthroughsEnable and use click-to-dial, consult, screen pop, omnichannel, and CRM Directory
Host CRM IntegrationEmbed Agent, session lifecycle, detach
Zendesk SetupInstall the bridge app in Zendesk Support, API access, statuses, CRM Directory contacts
Mock CRM SetupRun the local mock host CRM for development and feature testing
Host CRM ImplementationpostMessage examples, RPC handlers, optional _template/ reference
ConfigurationCRM Configuration and feature flags
Generic CRM ProtocolpostMessage message reference and Element API mapping

Bundled resources

Ready-to-use files in Avaya Infinity Generic CRM repository :

FilePurpose
zendesk_sample-app.zipSample application source (src/app/crm/core/, _template/, infinity-element-crm-directory/, Zendesk integration, mock CRM). Includes the root README with build and run steps (npm install, npm start). See Mock CRM Setup for local mock mode
crmdirectoryh.htmlHTML for the CRM Directory Infinity Element — upload or paste into Infinity Element configuration in Agent Desktop
rungenerated.zipZendesk private app package with built assets in the ZIP — upload under Apps and integrations → Zendesk Support apps. manifest.json defines app locations (ticket sidebar, top bar, and so on) and loads HTML/JS/CSS from the package. If the authentication page is not available, add *.zdusercontent.com to Keycloak — see CSP whitelist (Keycloak). If you do not have Keycloak admin access, raise a CloudOps ticket instead

The Zendesk app package includes manifest.json (and translations/en.json) defining where the app appears in Zendesk Support and bundled HTML/JS/CSS. See Zendesk Setup for upload steps.

For CRM Directory element source and customization, see infinity-element-crm-directory/ in resources/zendesk_sample-app.zip.


Avaya Infinity Documentation

ResourceDescription
Infinity Extensibility FrameworkFramework overview
Element API ArchitectureElement API families and architecture
Element APIElement API reference used by the Generic CRM interface
Infinity ElementsBuilding Agent Desktop elements

Related Packages

PackageTypePurpose
@avaya/infinity-elements-apiRuntime LibraryElement API used by the Generic CRM interface to communicate with Avaya Infinity Agent

Sample application

ResourceDescription
zendesk_sample-app.zipReference implementation for Generic CRM integration — unzip and follow the included README to run locally

The folders below are included in zendesk_sample-app.zip:

FolderPurpose
src/app/crm/core/Generic CRM interface — shared protocol, voice, directory, omnichannel, and screen pop logic
src/app/crm/_template/Optional reference — follow if helpful (message bridge, directory, availability, screen pop)
infinity-element-crm-directory/CRM Directory Infinity Element — customize and run npm run build:iife for dist-iife/index.html

The Host CRM integration does not install or use @avaya/infinity-elements-api. All Element API communication is handled by the Generic CRM interface inside the bridge application.

For optional guidance on a custom bridge layout, see Documentation introduction — Custom bridge (optional, advanced).


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