How To Set Up Your Communication Platform (MMD)

IN THE CRM


1. Head over to the "Setup" in the left menu.



2. In the left menu navigate to "Settings".



3. Go to the "Lead Manager" category.



4. Select a platform and fill in the necessary information (e.g., URLs, keys, tokens, etc.).



5. Press the "Save settings" button at the bottom right corner of the page to apply the changes.



Make sure to add the agent number in their permissions!

Setup-> Staff-> Choose the agent-> Scroll down-> Add the agent number

C2C requirements by a Sysytem

Twilio Voice Call

Twilio voice call integration enables two-way communication with your customers. Phone numbers must be in E.164 format. Learn more about phone number formatting. View the API documentation for integration details.

Account SID Auth Token Twilio Phone Number TwiML App SID
Call Recording
Enable
Disable
Integration Status
Enable
Disable

Octella

Octella integration enables outbound calls via the Octella API. Configure your API credentials below.
Note: Agent number is used as the employee phone number.

API Key (Access Token) Virtual Number Group ID
Status ENABLED

Omege Telecom

Omega Telecom integration enables outbound calls via the Omega API. Configure your domain and credentials below.
Note: Agent number is used as the source number (snumber).

Domain Username Password
Status ENABLED

Commpeak

Commpeak integration enables seamless communication with your customers through the Commpeak telephony system. Configure your API credentials below to connect your CRM with Commpeak services.

API Key ID CRM System ID of the Client
Commpeak Status ENABLED

Voiso

Voiso integration provides call center functionality for your CRM. Configure your connection details below.

Voiso URL CDR URL Voiso API Key CDR API Key
Status ENABLED

SafeBit

SafeBit integration enables secure outbound calls via the SafeBit platform. Configure your domain and authentication token below.

SafeBit Domain Auth Token

 

SquareTalk

SquareTalk integration enables voice calls through the SquareTalk platform. Configure your domain below.

 IP Whitelisting Required

Please contact SquareTalk support to whitelist your server's IP address for the integration to work properly.

Server IP Address to whitelist: SquareTalk Domain URL
Status ENABLED

MMD

MMD integration provides voice calling capabilities through the MMD platform. Configure your login credentials below.

MMD Login MMD Token
Status ENABLED

Coperato

Coperato integration enables outbound calls via the Coperato platform. Configure your endpoint URL below.

Coperato URL
Status ENABLED

GlobalCall

GlobalCall click-to-call integration provides simple outbound calling functionality. No additional configuration required - just assign agent numbers to staff members and start making calls.

Status ENABLED

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