In this section we will discuss how to add an API Plugin.
This feature enables agents to send leads information to 3rd party CRM with just a click of a button and without ending the phone call.
There are situations where you need to talk to a 3rd party representative first before transferring a call and this is helpful so the transfer representative can see the leads information before receiving the transfers.
In the Dashboard, click on Apps and select Plugins
Click on Add Plugin Button
Configure the following
Name: Enter a descriptive name of the API Plugin
Type: Select API Transfer from the options
Plugin Label: Type the name of the Button. ex: Click Here!, Get Result!, Get Quotes!, Submit!, etc.
Select the TalkPro Share see How to Add TalkPro Shares
Response Element Name: Enter the providers Response Element Name.
This should be supplied by the CRM. For example, in the string <result>success</result>, element name will be 'result'
Response Success Value: Enter the providers Response Success Value.
This should be supplied by the CRM. For example, in the string <result>success</result>, value will be 'success'
Plugin Failed Message: Enter the message that indicate the the process failed. (ex: 'Failed to process request! or Lead not matched!')
Action Options: select the Transfer method this plugin will do.
- 3 Way Conference Call - Auto Dial
- 3 Way Conference Call - Manual Dial
- Blind Transfer
Type in the Transfer Number: Enter the transfer phone number for this plugin.
Status: To enable plugin, set it to Active.
Delay Seconds: If needed, enter number of seconds before transferring the call.
Transfer Number: Ability to add multiple transfer number and prioritizing the transfer number by percentage. The higher the percentage the higher the prioritization.
Click on Create Plugin
Attach this plugin to the Script
From the Dashboard, click on “CRM” and select “Scripts” from the drop down.
Click on the Action Button of the Script and select “Settings” from the drop down.
Right-Click Element or the Page of the Script and select Edit from the drop down.
A huge window will appear almost the size of the browser.
Select your API plugin under Available Plugins then click on Insert
Plugin will now be part of the Script.
Click on Apply.
The plugin is now attached to the script.
If an agent logs in to the campaign, this is an example of the script they will see.