Universal Telephony Connector

1. Feature Overview

The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared. It allows you to –

1. Integrate multiple instances/accounts of your telephony provider –
   If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs.
2. Integrate multiple telephony providers –
   If you’re using more than one telephony service provider, you can now integrate all of them in one place.
3. Assign to teams –
   Assign different instances of one telephony provider or even different providers to teams in your account. For example, you can now assign a northern region telephony instance to your northern region team, a western instance to your western team, and so on. For more information on teams, see LeadSquared Teams.

Note: The connector acts as a shell or umbrella under which you can create and configure multiple instances, using either of the following-

• LeadSquared Generic Telephony Connector
• Ozonetel V2
• Super Receptionist V2

2. Prerequisites

• You must be an Administrator user to access the connector configuration.
• Developer experience is required to understand the format of the data and configure the connector with your telephony provider.

3. Installation

Navigate to Apps>Apps Marketplace, search for the Universal Telephony Connector and click Install.

4. Configuration

1. Next, hover the cursor over the settingsicon and click Configure.
2. Click the Add New Connector button.
3. Select the Connector Type (LeadSquared Generic Telephony Connector, Ozonetel V2, etc.).
4. Name the connector, then click Add.

Note: You can add a new instance, clone an existing one or delete an instance using the options highlighted below.

5. Virtual Numbers

Use this section to add one or more virtual numbers for the connector you’re configuring. You can also tag them if you like. Click the Saveicon to save a virtual number and click Add to add another number.

6. Call Route API

The Call Route API automatically routes incoming calls from existing leads to the respective Lead owner/Opportunity owner in your LeadSquared account. The API must be configured as a hook on your telephony provider’s end.

1. Copy the Lead Route V2 or Opportunity Route API URL  and deploy it in your cloud telephony account.
2. Use HTTP GET to send the data. Please refer to the ‘Usage’ section to understand how to send the data.

7. Agent Popup API

Enable real-time call notifications to users in the form of an Incoming Call Popup during an inbound call from a lead (made to your virtual number). The pop-up displays the lead’s details if the lead exists in your account, or displays an empty form that agents can use to capture the new lead.

Agent Pop-Up API Details

1. Copy the Agent Popup API URL from Agent popup tab and deploy it in your cloud telephony account.
2. Use HTTP POST method to send the data to LeadSquared in JSON format.
3. Enable Agent Popup by selecting the checkbox.

Refer to the ‘Usage’ section to understand how to send the data.

Custom Mapping
Telephony providers send us varying data using the Agent pop-up API. Enable custom mapping to map the variables received in the JSON file to the corresponding LeadSquared parameters.

Agent Panel Settings
The agent panel enables you to embed a softphone and manage your call center actions directly from your LeadSquared account. Add a custom URL and append mail merge parameters (click the help icon) to configure the agent panel.

Setting	Description
Show on Top	Displays the agent panel over any overlapping window (including the agent pop-up).
Hide Scale Button	Hides the maximize/minimize buttons on the panel.
Panel URL	The source iFrame URL for the panel. Click the help icon to learn how to append mail merge parameters.
Panel Permissions	Configure iFrame permissions like microphone, camera, geolocation, etc.
Panel Title	Customize the display text on the panel title bar.
Panel Height	Adjust the default height of the panel (in pixels).
Panel Width	Adjust the default width of the panel (in pixels).

8. Call Log API

All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs. These logs will be posted to LeadSquared as incoming/outgoing phone call activities.

You can also enable custom mapping functionality, to map and capture data about each phone call in the relevant LeadSquared activity fields. There are also custom fields available to map additional data provided by your telephony service.

Once you’ve finished the configurations, you can check your telephony logs by navigating to My Account>Settings>API and Webhooks>Telephony Logs.

Note: Under custom mapping, on the ‘Custom’ tab (for the default connector instance), you can change the display names of the custom fields/parameters.

Here are the parameters you can post –

{

"SourceNumber":"9611232123",

"DestinationNumber":"9876543210",

"DisplayNumber":"1000001000",

"StartTime":"2015-08-20 18:26:38",

"EndTime":"2015-08-20 18:26:38",

"CallDuration":"12",

"Status":"Answered",

"CallNotes":"Enquired about product",

"ResourceURL":"server/filename.extension",

"Direction":"Inbound",

"CallSessionId":"080673309211440075398",

"CallerName":"Rakesh",

"CallerCity":"Bangalore",

"CallerState":"Karnataka",

"CallerCountry":"India",

"CallerZipCode":"560078"

}

9. Click 2 Call API

The Click2Call feature enables your sales reps/agents to place an outbound phone call just by clicking the lead’s phone number (on the Manage Leads or Lead Details pages). If you use the Opportunities feature, click 2 call can be used to call leads from the Opportunity Management and Opportunity Details pages as well.

Depending on the capabilities of your telephony provider, it can be configured using either a server-side API or a client-side script.

Server-side API

This is the default configuration option.

Your telephony provider’s Click2Call API is configured here, and you can append mail-merge parameters (like agent phone number, lead phone number, etc.) to the API URL to facilitate the calling functionality.

1. Pass the Click2Call API in the URL textbox.
2. You may optionally pass custom headers to the API for authentication.
3. Select the HTTP method needed by the telephony operators Click2Call API.
4. Map a keyword from the response of the Click2Call API. Typically we use a keyword like “success”. This lets our system know that the API request fired correctly and a response was received.
5. Choose the format of the API response data (Text, JSON).
6. Click the Enable checkbox.

Client-side Script

For telephony providers with JavaScript SDKs, the Click2Call functionality can be configured using a client-side script. The outbound phone call functionality will be handled by the script and the call will be initiated via the browser to the telephony provider.

1. Enter the URL of the Javascript file, which must be hosted on the LeadSquared domain (external domains are not supported). The JS file will be published only after an internal review process.
2. You can pass data to the script using mail-merge parameters (like agent phone number, lead phone number, etc.).

10. Call Disposition

Call disposition lets users enter certain information related to a phone call once it ends.

Note: To use this feature, you must first create a Custom dropdown lead field in LeadSquared (say ‘Disposition’) with Call disposition options/values (for example, ‘Issue Resolved’, ‘Forward to Billing’, ‘Forward to Tech. Support’, etc.). Ensure that the values you create are the same as those in your telephony account.
For more information, see How to Create Custom Lead Fields.

When a call has ended the agent can select an appropriate disposition value on the Call/Agent-Notification Popup, dispose the call and get ready to receive the next upcoming call.

1. Deploy the URL provided by your telephony service in URL field with necessary parameters.
2. Select the HTTP method in which your telephony service accepts the data.
3. Select the ‘Disposition’ field created earlier to capture ‘Disposition’ value.
4. You can initiate the following actions (and make them mandatory if required) once a call is disposed –
   • Create a task
   • Create a custom activity
   • Update a lead field

11. Single Sign-on API

This API will help you embed LeadSquared within your telephony application. Use the API and the HTTP POST method to send data to LeadSquared in JSON format. To get the leads details, use the Lead Details API.

Please refer to the ‘Usage’ section to understand how to send the data.

Lead Sharing via SSO APIs
Lead Sharing allows agents to temporarily view/edit the information of a lead (during an inbound phone call) that they don’t have access to. For integrations that don’t support the Agent Pop-up functionality, SSO APIs are used for Lead Sharing. Previously, SSO APIs only supported the lead’s phone number to facilitate the identification and sharing of the lead to the agent. Now, the Lead Id is also supported. This will help customers who have leads in their accounts with the same phone number.

12. Team Assignment

You can assign a connector to one or more teams. While making an outbound phone call (using click2 call), the users in those teams will see the connector(s) assigned to them and can choose to place the calls from any of the virtual numbers created for a connector.

So for example, if you have one 2 connector tabs, say ‘Bangalore’ and ‘Chennai’, you can assign the tabs to your Bangalore and Chennai teams respectively. Your Bangalore team will then only see the virtual numbers associated with your Banglaore connector tab.

Note: If you haven’t assigned any of the connector tabs to any teams, while making outbound phone calls your users will see the virtual numbers that are configured in the default connector tab (the one marked with the tick). You set a tab as default by navigating to that tab and clicking Default under the Settings  icon –

13. Integrate with Opportunities

You can integrate the Universal Telephony Connector (UTC) connector with LeadSquared Opportunities. To know how to do this, please refer to Opportunity Integrations in Telephony.

This will enable you to track phone call interactions with your leads, for each opportunity or potential deal. Completed calls will get posted as activities, against the respective opportunities, on the Opportunity Details page.

Any Questions?

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