Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
minLevel1
maxLevel2

...

  • Show incoming Calls Deails Toggle On:

    • Displays known details

      Image RemovedImage Added
  • Show incoming Calls Deails Toggle On:

    • Hides known lead details

      Image RemovedImage Added

...

Common Popup Notifications

...

When a request is made to an Action Post Url, either a lead is created but not assigned (Prospect), or a lead is updated if we find an assigned lead (Application) from the same campaign by matching phone number.

EXAMPLE RESPONSES

Scenario 1: New prospect was created on Insellerate.

{

  "StatusCode": 1,

  "Data": {

...

  "ResponseDate": "2021-07-15T16:34:43.7042159Z"

}

Scenario 2: Matching applicationId (prospect that is assigned to an agent) from the campaign was found and information was updated using the request data.

{

  "StatusCode": 1,

  "Data": {

...

  "ResponseDate": "2021-07-15T16:34:43.7042159Z"

}

Scenario 3: No prospect is created due to matching prospect found (from the same campaign) that has not yet been assigned.

{

  "StatusCode": 1,

  "Data": {

...

  "ResponseDate": "2021-07-15T16:34:43.7042159Z"

}

Scenario 4: Scenario 4: Action Post found a matching applicationId, but there were no fields to update.

{

  "StatusCode": 2,

  "Data": {

...

  • Inbound call with no lead data: Routing is based on the caller’s area code.

  • Inbound call with lead data and property state: Routing is based on the property state if the lead exists in the system. Match based on the callerID of the borrower to existing applications.

  • Inbound call with lead data, but property state is blank: Routing isbased on the area code of the callerID of the inbound call.

  • Inbound call with lead data, but no property state, and callerID is blocked: The call is routed to everyone. State licensing is not applied to the call.

...

BusyLight Integration

BusyLight integration enhances your call management experience by providing visual indicators of your call status. Connecting BusyLights via USB and configuring the color display allows you to easily convey your availability to colleagues and avoid interruptions during important calls. The integration offers three key color states: green (available for a call), red (not available for a call), and blinking red (inbound call). Green signifies that you're logged in, have calls turned on, and are not currently on a call. Red indicates that you're logged out, have calls turned off, or are already on a call. Blinking red alerts you to an incoming call while you're available. By effectively utilizing BusyLights, you can streamline your call workflow, improve communication efficiency, and ensure uninterrupted productivity.

BusyLights can be connected via USB to display the user's call status based on color.

...

  • Green - Available for a call
    The user is logged in, has calls turned on, and is not currently on a call.

  • Red - Not available for a call
    The user is logged out, has calls turned off, OR is currently on a call.

  • Blinking Red - inbound call.
    The user is logged in, has calls turned on, is not on a call, and has an inbound call coming in.