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Integration with Binotel telephony makes it possible to make calls directly from the platform. All outgoing calls will be recorded in the client's card. You can track your call history and listen to call recordings.
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Registration and configuration of telephony
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After connecting telephony, submit a request to the Binotel support service (support@binotel.ua) using the following e-mail from the company administrator at Binotel:
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We are clients of http://Leeloo.ai , whose servers are located on Amazon, so we ask you to open access to the API from any IP addresses and issue an API key and password. |
After receiving the API key and password, go to the Leeloo.ai platform, to the Settings → Integrations → IP telephony → + New connection section:
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6. Submit a request to the Binotel support service (support@binotel.ua) using the following sample e-mail from the administrator at Binotel:
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Please add URL [insert copied URL here] to handle incoming/outgoing calls. |
If after this the Binotel technical support service asked you for the type of request for which you need to register a link, then specify: ApiCallCompleted.
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Link the short number that was received during the registration and telephony setup process to the user (company employee). He will be able to make calls to any customers who have a phone directly from the platform.
1. On the Leeloo.ai platform, go to Settings → Company → Users:
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2. Select an employee and click the “+” button opposite the “Phone numbers” field:
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3. In the window that appears, select the "Binotel" connection, enter a short phone number for outgoing calls, for example "918" and click the "Save" button:
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Also, by expanding the customer card, you can make a call from the “Phone calls” section
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The call will be transferred to the program for making calls. In the lower right corner of the page you will see a pop-up message about an incoming call:
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The client will receive a call and you can start a conversation with him. The recording and history of calls will be saved in the client’s card, in the “Phone calls” section:
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Automatic call recording and client card creation
When there is an incoming call, if the manager accepted the call and Binotel has saved a recording of the call, Leeloo.ai will automatically create a client card with the client’s phone number if such a number has not yet been assigned to any client. If such a client already exists, then his card will be updated with a call recording. Example of a created card:
When making an outgoing call, the same thing will happen, if the client picks up the phone and thus generates a call record in Binotel, then in Leeloo.ai a card with the client’s phone number will be automatically created or an existing card will be updated.
Call records can be found in the client card in the “Phone calls” section.
Deleting
Starting with the update from 0.50.0, it becomes possible to delete IP telephony connections.
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