---
title: "Get started with 8x8 Work for Copper"
slug: "get-started-with-8x8-work-for-copper"
updated: 2026-07-23T10:06:46Z
published: 2026-07-23T10:06:46Z
canonical: "help.8x8.com/get-started-with-8x8-work-for-copper"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with 8x8 Work for Copper

Once you have access to **8x8 Work for Copper**, go through the following steps to get started:

- [Gather your credentials](/documentation/docs/get-started-with-8x8-work-for-copper#gather-your-credentials).
- [Log in to the integration](/documentation/docs/get-started-with-8x8-work-for-copper#log-in-to-the-integration).
- [Ensure the integration is activated](/documentation/docs/get-started-with-8x8-work-for-copper#ensure-the-integration-is-activated).
- [Tour the interface](/documentation/docs/get-started-with-8x8-work-for-copper#tour-the-interface).
- [Access records](/documentation/docs/get-started-with-8x8-work-for-copper#access-records).

## Gather your credentials

In order to use **8x8 Work for Copper**, you need:

- Login access to a **CRM** account.
- Login access to an **8x8 Work** extension.

**8x8 Work for Copper** is dependent on your **8x8 Work** extension also being logged in to either on your desktop or a mobile device.

## Log in to the integration

**Single Sign-On** is not supported in **8x8 Work for Copper**; you must also log in to 8x8 integration after you log in to **CRM**.

To log in to the integration:

1. Log in to your **CRM** account.
2. Select **Settings > Integrations > API Keys**. You need an API key to log in to the integration.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/api-keys.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)
3. Click **Generate API Key** to generate a new API key.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/api-keys-generate.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)
4. Copy the API key.
5. Click the **8x8 integration** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-integration_32x18(4).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) icon. **CRM** then launches another login window, and the application **Advanced** screen launches in a floating browser window.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/api-keys-submit.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)
6. In the **CRM** CRM login window, paste the API key you previously copied into the **Username (API Key)** field.
7. Enter your login email address in the **Email** field.
8. Click **Submit**.
9. In the **Advanced** window:
  1. Select **Virtual Office** from the drop-down menu in the upper-right corner.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/advanced-settings(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)
  2. Click **Save**. The **8x8 Work** login page appears.
  3. Enter your username and password, and click **Login** to launch **8x8 Work**.

> [!NOTE]
> Note:
> 
> Multiple invalid login attempts may lock you out.

## Ensure the integration is activated

In order for your integration to function, ensure that the integration is connected with **CRM** via your settings. The integration is enabled by default.

**To activate the integration:**

1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_18x18(27).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) icon in your integration panel.
2. Go to **Integrations > Copper > Connect**. If connected successfully, you see a message summary.
3. Click **X** to return to the main screen of the integration. Your integration is now active.

## Tour the interface

The **8x8 Work for Copper** interface consists of a navigation menu with the following menu items.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/tour-the-interface(3).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(67).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)

- **VO** tab: Access the primary features of the integration.
  - **Phone** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(68).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) : Access your dial pad, view your active calls, and take notes to log calls.
  - **Call Log** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(69).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) : Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in **CRM**.
  - **Records** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(70).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) : Access records from **CRM** and the **8x8 Work contact directory**.
  - **More** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(71).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) : Click to access the option to log out of the app.
- **Search** tab: Assign records to active calls with unknown numbers or numbers that have multiple record matches.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(72).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)
- **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(73).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) : Customize your app settings.
  - **Integrations > Copper**: Manage your **CRM** integration settings for call logging and **screen pop**, and manage which CRM objects are available to be searched from the integration. **Auto call log** is enabled by default. CRM objects, such as Companies, Leads, and People, must be enabled by the agent.
  - **Locale**: Specify your locale.
  - **About**: View details on your user extension and the app.

## Access records

From the **Records** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(74).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D) tab, browse or search for records from your **contact directory** and/or **CRM** to make calls. Simply hover over the desired record, and click the **Call** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(75).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)icon to call.