CallGear: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
 
(9 intermediate revisions by the same user not shown)
Line 1: Line 1:
Create the following notifications in "Notifications":
{{#seo:
|title=CallGear Integration
|titlemode=append
|keywords=planfix, callgear, telephony, pbx, integrations
|description= setting up the CallGear Integration
}}
Setting up integration with [http://callgear.com CallGear virtual PBX]


https://p.pfx.so/pf/jG/fCGX3v.png
1. Go to '''Account management / Integrations''' ( available to the account owner or administrator). Click on '''Virtual PBX''':


All the notifications should be sent by method POST to the Notification URL from Integration preferences in Planfix:
https://s.pfx.so/pf/Rb/PuuALg.jpg


https://p.pfx.so/pf/uB/tajga2.png
In the list that appears, click on '''Activate button.
 
https://s.pfx.so/pf/SQ/7bdOVN.jpg
 
2. Next a window will open, enter your CallGear login, password, and the virtual number you want to use for outgoing calls:
 
https://s.pfx.so/pf/X7/vYo2zH.jpg
 
3.Set the employee extension numbers.
 
4.In your CallGear account, make sure the following options are activated for the integration to work:
'''HTTP notifications''', '''Call API Basic Set''', '''Data API'''.
 
5. Allow access to the Call API and Data API from any IP address in your CallGear account:
 
https://s.pfx.so/pf/VV/9IUznA.png
 
https://s.pfx.so/pf/ti/K2mMGD.png
 
6. Copy the Notification URL from the integration settings in Planfix:
 
https://s.pfx.so/pf/6p/Nj4neI.jpg
 
Set up the following notifications in the Notifications section of your CallGear account.
 
https://s.pfx.so/pf/U4/da8C5i.png
 
https://s.pfx.so/pf/38/4m37YP.png
   
   
1. Inbound call on a virtual phone number
1. Inbound call on a virtual phone number
Line 161: Line 194:
}
}
</source>
</source>
==Go To==
*[[Virtual PBX]]
*[[Integrations]]
*[[Feature Description]]

Latest revision as of 08:18, 11 November 2024

Setting up integration with CallGear virtual PBX

1. Go to Account management / Integrations ( available to the account owner or administrator). Click on Virtual PBX:

PuuALg.jpg

In the list that appears, click on Activate button.

7bdOVN.jpg

2. Next a window will open, enter your CallGear login, password, and the virtual number you want to use for outgoing calls:

vYo2zH.jpg

3.Set the employee extension numbers.

4.In your CallGear account, make sure the following options are activated for the integration to work: HTTP notifications, Call API Basic Set, Data API.

5. Allow access to the Call API and Data API from any IP address in your CallGear account:

9IUznA.png

K2mMGD.png

6. Copy the Notification URL from the integration settings in Planfix:

Nj4neI.jpg

Set up the following notifications in the Notifications section of your CallGear account.

da8C5i.png

4m37YP.png

1. Inbound call on a virtual phone number

{  
  "notification_mnemonic":{{notification_mnemonic}},
  "notification_name":{{notification_name}},
  "virtual_phone_number":{{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "scenario_name": {{scenario_name}},
    "contact_phone_number":{{contact_phone_number}},
    "communication_number":{{communication_number}},
    "contact_id": {{contact_id}},
    "contact_full_name": {{contact_full_name}},
  "call_session_id":{{call_session_id}}
}

2. Call finished

{  
  "notification_name":{{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number":{{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "external_id": {{external_id}},
    "contact_phone_number":{{contact_phone_number}},
    "communication_number":{{communication_number}},
    "employee_full_name": {{employee_full_name}},
    "employee_id": {{employee_id}},
    "call_source": {{call_source}},
    "direction": {{direction}},
    "call_session_id":{{call_session_id}},
    "scenario_name": {{scenario_name}},
    "talk_time_duration": {{talk_time_duration}},
    "total_time_duration": {{total_time_duration}},
    "wait_time_duration": {{wait_time_duration}},
    "tag_names": {{tag_names}}
}

3. Call recording completed

{
  "notification_name": {{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number": {{virtual_phone_number}},
  "notification_time": {{notification_time}},
  "scenario_name": {{scenario_name}},
    "contact_phone_number": {{contact_phone_number}},
    "communication_number": {{communication_number}},
    "contact_id": {{contact_id}},
    "contact_full_name": {{contact_full_name}},
  "call_session_id": {{call_session_id}},
    "employee_full_name": {{employee_full_name}},
    "employee_id": {{employee_id}},
    "file_link": {{file_link}},
    "file_duration": {{file_duration}},
  "tag_ids": {{tag_ids}},
  "tag_names": {{tag_names}}
}

4. Waiting for the answer

{  
  "notification_name":{{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number": {{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "external_id": {{external_id}},
    "contact_phone_number":{{contact_phone_number}},
    "contact_id": {{contact_id}},
    "employee_full_name": {{employee_full_name}},
    "employee_id": {{employee_id}},
  "call_source": {{call_source}},
  "call_session_id":{{call_session_id}},
  "direction": {{direction}},
  "leg_id": {{leg_id}}
}

5. Outbound call

{
  "notification_name": {{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number": {{virtual_phone_number}},
  "notification_time": {{notification_time}},
    "contact_phone_number":{{contact_phone_number}},
    "contact_id":{{contact_id}},
    "contact_full_name":{{contact_full_name}},
  "call_session_id":{{call_session_id}},
    "employee_full_name":{{employee_full_name}},
    "employee_id":{{employee_id}},
    "employee_phone_number":{{employee_phone_number}}
}

6. Talk started

{  
  "notification_name":{{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number": {{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "external_id": {{external_id}},
    "contact_phone_number":{{contact_phone_number}},
    "contact_id": {{contact_id}},
    "employee_full_name": {{employee_full_name}},
    "employee_id": {{employee_id}},
  "call_source": {{call_source}},
  "call_session_id":{{call_session_id}},
  "direction": {{direction}},
  "leg_ids": {{leg_ids}}
}

7. Talk finished

{  
  "notification_name":{{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number":{{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "external_id": {{external_id}},
    "contact_phone_number":{{contact_phone_number}},
    "communication_number":{{communication_number}},
    "employee_full_name": {{employee_full_name}},
    "employee_id": {{employee_id}},
    "call_source": {{call_source}},
    "call_session_id":{{call_session_id}},
    "direction": {{direction}},
    "scenario_name": {{scenario_name}},
    "talk_time_duration": {{talk_time_duration}},
  "leg_ids": {{leg_ids}}
}

8. Lost call

{  
  "notification_name":{{notification_name}},
  "notification_mnemonic":{{notification_mnemonic}},
  "virtual_phone_number":{{virtual_phone_number}},
  "notification_time":{{notification_time}},
  "scenario_name": {{scenario_name}},
  "wait_time_duration" : {{wait_time_duration}},
  "employee_ids":{{employee_ids}},
    "contact_phone_number":{{contact_phone_number}},
    "communication_number":{{communication_number}},
    "contact_id": {{contact_id}},
    "contact_full_name":{{contact_full_name}},
  "call_session_id":{{call_session_id}}
}


Go To