Configuration
Step1 - Install UTC Connector In Leadsquared
- Next, hover the cursor over the settings
icon and click Configure.
- Click the Add New Connector button.
- Enter the name Ameyo for the new connector , then click Add.
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 Save
icon to save a virtual number andclick Add to add another number.
Step2 : Install Ameyo Leadsquared App
- Login through Admin Account in Ameyo and Go to More -> LeadsquaredConfigApp (Thisapp needs to enable by Ameyo team)
- Now configure the Leadsquared App with the details.
Step3 : Configure Click To Dial API in UTC Connector
- Go TO UTC Connector -> Click 2 Call
- Put Below URL :
Protocol://IP/Domain Port/ameyowebaccess/command/?command=clickToD
ialWithToken&data={"phone":"@customerNumber","userId":"@agentEmail","sh
ouldAddCustomer":false,"additionalParams":{"LS":true,"shouldAutoSelectC
ampaign":true}}
- Add below headers
policy-name: token-based-authorization-policy
hash-key: hash Key configured in Ameyo LSQ App
requesting-host: requesting-host configured in LSQ App
- Select the HTTP method : POST
- Enter the response keyword: SUCCESS.
- Enable click to call feature for users by selecting the checkbox.
Step4 : Configure Agent Popup API
- Click on Configuration Data in Ameyo Leadquared App
- Copy the POPUP URL
- Go to Leadsquared Account -> UTC Connector -> Agent Popup API
- Paste URL under Agent Panel URL
Step5 : Configure Call Disposition
- Click on Configuration Data in Ameyo Leadquared App
- Copy the Disposition URL and Disposition Post Data
- Go to Call Disposition under UTC Connector (in LS)
- Paste Disposition URL in URL
- Select HTTP Method - POST
- Select Request Type - JSON
- Put Response Keyword - Ok
- Paste Disposition Post Data in Data Template
- Select Response Type - JSON
- Select Default Lead Field - Disposition (Need to create disposition field with all disposition values, If already created with different name then you can select that also)
Step6 : Call Log Configuration
- Download the postprocessing node-flow from Leadsquared App
- Change the CRM Domain and upload the node-flow in Advance setting
Step7 : Additional Configuration
- Update the agent number in profile for each agent.
- Enable agent popup in profile for each agent.
- Set the token in “custom field 10” under the agent profile for each agent.
- Create a custom dropdown field in lead and configured the disposition list as per Ameyo, and assign the same in the disposition panel in UTC connector.
(Refer Link to create customlead field)
Reference Screenshots :
Single Sign On
Click To Call
Agent Popup
Call Disposition
Call Log