Caller context
Discuss a configured lookup to your own customer service that returns useful caller information. Agree the data fields and access before enabling it.
Give the conversation
some useful context.
Discuss how calling fits into your customer tools, applications and operational workflows. Start with a supported lookup, event or call journey.
CONNECT WHAT THE TEAM NEEDSThe right information.
The right information.
At the right moment.
Call events
Connect supported events to your application through webhooks. Define authentication, expected events, retries and what your system does when delivery fails.
Numbers and endpoints
Use supported API operations to work with your assigned numbers, destinations and calling policies.
Reporting workflows
Use supported CSV exports and reports for operational review. Bespoke dashboards and scheduled pipelines require a separate scope.
Connector roadmapYour CRM belongs in
Your CRM belongs in
the conversation.
Tell us which CRM, helpdesk, commerce or booking tool your team uses. We review the required connection; a named provider on your requirements list is not a promise of an existing certified connector. Automated CRM updates, bookings and payments need a separately supported implementation.
Discuss your integrationA CLEAR WAY TO GET STARTEDA useful connection
A useful connection
starts with a clear brief.
01 /
Choose one workflow
Identify what should happen before, during or after the call, and which application owns the data.
02 /
Agree the interface
Review supported endpoints, credentials, data fields, events and a safe failure behaviour.
03 /
Verify the outcome
Test representative calls and failures with your team before introducing the connection to live operations.
LET’S MAKE THE CONNECTION
What would you like to connect?
Bring your questions. Let’s work through your setup.