Telephony Call Configuration

1. Feature Overview

Service CRM’s Telephony feature lets you integrate your cloud telephony provider with LeadSquared to receive and make calls that address customer service requests or tickets.

When a customer places a call for a service request, it can be distributed in a round-robin manner by location, products, the language they speak, agent performance, availability, and much more.

Also, customer service representatives can effortlessly call customers by clicking on their phone numbers to resolve tickets.

LeadSquared provides a detailed analysis report on all the calls dialled and received by your customer service reps, including their respective call recordings. This way, you will never lose track of your conversations.

LeadSquared Service CRM


2. Prerequisites

  • Service CRM is a paid offering, contact to know more.
  • At present, Ozonetel and Mcube are the only telephony providers supported for Service CRM.
  • You must be an Admin user to configure the Service CRM Telephony feature.


3. How it Works

To enable Telephony on Service CRM, follow these steps –

  1. Configure an Instance on LeadSquared’s Universal Telephony Connector
    • Create and configure a new instance on the Universal Telephony Connector and integrate your telephony provider with LeadSquared.
  2. Set up Telephony IVR Mapping
    • Define IVR mappings within LeadSquared to route incoming calls to the appropriate departments or teams based on caller inputs.
  3. Configure Customer Identification and Verification for Calls
    • Implement mechanisms to identify and verify customers when they call in, ensuring smooth handling of service requests.
  4. Add Additional Details for Service CRM Users
    • Ensure that Service CRM users’ profiles in LeadSquared contain relevant information such as phone numbers and email addresses to facilitate communication with customers.
    • These details must be similar to the ones configured with your telephony provider.
  5. Configure a Disposition Form
    • Create a Disposition Form within LeadSquared to capture essential information related to each service call, such as the nature of the request, resolution status, follow-up actions, and any additional notes.


4. Configure UTC

You can integrate your telephony provider with LeadSquared by creating an instance on the Universal Telephony Connector (UTC). Read this article to learn how to configure the instance on UTC.

Note: There are a few points specific to the Service CRM to take into account when configuring the instance on UTC –

1. When configuring the Call Route API, you must configure the Ticket Route API in your cloud telephony account to route the call to Service CRM.

ticket route

2. In the Agent Popup API, custom mapping and configuration of Agent Panel Settings are not required. Service CRM has its own default Agent Panel.

3. In the Click 2 Call URL you must include an additional parameter, uui=@TicketId to share the respective ticket ID. Your telephony provider will need to pass this parameter back to LeadSquared in the call logs when a call is disposed of.

c2c tickets


5. Telephony IVR Mapping

After creating an instance on UTC, you need to set up routing rules on the number you’ve configured.

Note: The IVR mapping must first be configured on your telephony provider’s end, and a similar mapping must be recreated on LeadSquared.

There are 2 scenarios when setting up the Telephony IVR mapping –

1. The number configured on the UTC instance is used only for Service CRM 

If the number you’ve configured on UTC will only be used by the Service CRM then you can set up a single routing rule –

  1. Navigate to Settings>Telphony>Telephony IVR Mapping, and click the Create button.
  2. Enter the Virtual Number linked to the Service CRM instance on UTC.
  3. Select Ticket as the Entity Type.
  4. Select a Product Type to link to this IVR mapping.
  5. Click Save.

ivr mapping 1

2.  The number configured on the UTC instance is used for both Sales CRM and Service CRM. 

If the number you’ve configured on UTC is being used both by your sales team and service team, then you can set up a routing rule that routes the customer based on their preference –

  1. Navigate to Settings>Telphony>Telephony IVR Mapping.
  2. Click the Create button.
  3. Enter the Virtual Number linked to the Service and Sales CRM instance on UTC.
  4. Select Opportunity as the Entity Type (Selecting Opportunity routes the call to Sales CRM).
  5. Select a Product Type to link to this IVR mapping.
  6. Under Advanced Configuration, enter 1 as an IVR option and click Save and Add New.
  7. In the second mapping, enter the same Virtual number from Step 2.
  8. Select Ticket as the Entity Type (Selecting Ticket routes the call to Service CRM).
  9. Select a Product Type to link to this IVR mapping.
  10. Enter 2 as an IVR option and click Save.

When a customer calls this number they will be asked to press either 1 or 2 on their dial pad to route the call to the respective representative. In this case, 1 will route to the Sales CRM, and pressing 2 will route to the Service CRM.

ivr mapping 2


6. Admin Settings

Next, can you configure the Telephony admin settings on the Service CRM.

6.1 Call Flow Settings

In the Call Flow Settings page, you can configure the fields that will be visible for identifying the customer when you’re on a call with them.

  1. Navigate to Settings>Service Cloud>Call Settings.
  2. Customer Name, Customer Number, and Customer Email are the Default Fields that will be visible for customer identification.
  3. You can add additional customer Identification fields from the drop-down. But, you can only have a maximum of 6 identification fields, including the Default Fields.
  4. Enabling the Customer Verification Flow will enable the customer rep to verify certain customer details on the call (refer to section 6.2).
  5. By enabling Directly open 360 after customer verification, the customer reps can view the complete information on the customer, including previous interactions and previous tickets.

Call Settings

6.2 Customer Verification

The Customer Verification settings will let you configure the customer verification process. Read this article to configure the Customer Verification Process.

verification flow


7. Agent Settings

Next, if you haven’t already, you must create Users of Type Service Cloud on LeadSquared. Once you’ve created your user(s), you must add the following details that must be similar to their details configured with your telephony provider –

  • Email Address
  • Agent Phone Numbers

agent email phone

And, under Other Details, enable the Phone Call Popup and Softphone for the user(s).

show phonecall popup


8. Disposition Form

You can end the call through disposition using a Dynamic Form. A Dynamic Form with the Disposition Ticket Activity will have the Associated Ticket and Notes field in the form.

Disposition form ticket activity field

After publishing the Dynamic Form, create a Process to launch it during inbound and/or outbound calls.

create a process

The customer rep can enter the details related to the call in these fields and end the call through Disposition. The Disposition details will be posted on the associated ticket when the call ends.

Note: If you haven’t configured a Dynamic Form, Service CRM will launch a default form with a Notes field.



9. Call flow

Here’s an example flow of an incoming service call –

  1. Once the customer service rep receives a call, they can identify and verify a customer and specify the issue type.
  2. Next, if you’ve enabled Customer 360, the service rep can view all information on the customer including previous interactions, and tickets.
  3. Click the Ticket List button to create a ticket for the customer.
  4. You can either associate the call with a previous ticket or create a new ticket by clicking Create Ticket & Associate.

call overview


10. Call Logs

All events related to your telephony integration are logged and stored in the Telephony Logs section of your account settings.

You can filter based on –

  • Events (Agent Popup, Click 2 Call, Call Log, Call Disposition, etc.)
  • Status (Success, Failure, etc.)
  • Caller (Universal Telephony Connector, Ozonetel, Mcube, etc.,)
  • Date Range (Today, Yesterday, Last 7 Days, Custom Range – can be set to any 7 day period)



11. Reports

The SIERA Service Report helps Managers monitor metrics and agent productivity within their teams. Service users can use the report to track their total tickets (received tickets, unresolved tickets, resolved tickets, overdue tickets, etc.,). You can also listen to the call recordings through the report.

siera tickets


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