VoIP Integrations

servis.ai
  • Updated

Voice over Internet Protocol (VoIP) is a modern communication technology that allows voice and multimedia interactions over the internet, eliminating the need for traditional phone lines. By incorporating VoIP into Servis.ai, businesses can enhance customer interactions, improve efficiency, and lower operational costs.

This article serves as a central hub for all supported properties and features of each VoIP integration available.

In this guide, we will cover the following topics:

  1. Navigate to VoIP
  2. Supported Providers
  3. Requirements for Each Provider

Navigate to VoIP

Go to Settings > Integrations > VoIP and check the Enable VOIP Calling checkbox.

Once you access the contents, the information will automatically update to display the first supported provider, Twilio. However, you can switch to a different provider using the VOIP Provider dropdown.

Supported Providers 

To ensure seamless VoIP integration, Servis.ai supports leading service providers, including:

  • Twilio – A cloud-based communications platform offering powerful APIs for voice, messaging, and video.
  • RingCentral – A complete VoIP solution with cloud phone systems, video conferencing, and team messaging.
  • Netlink – A trusted provider known for high-quality voice services and smooth business communication.
  • Zoom – Best known for video conferencing, Zoom also offers VoIP capabilities through its cloud-based phone system.
  • GoTo – A flexible VoIP service from GoTo (formerly LogMeIn), providing VoIP calling, messaging, and video meetings.

Requirements for Each Provider

Each provider has its own set of requirements for integrating their services. A link to each dedicated article will be placed for you to check it out.

Twillio

  1. Twilio Account SID (Required)

    • A unique identifier for your Twilio account, used to authenticate API requests and connect to Twilio services.

  2. Twilio API Key (Required)

    • A security credential that allows your application to authenticate and interact with Twilio’s API securely.

  3. Twilio API Secret (Required)

    • A private key associated with your Twilio API Key, required for secure authentication. It should be kept confidential.

  4. Enable Recording

    • Determines whether VoIP calls should be recorded. Options: Yes (enable call recording) or No (disable recording).

  5. Enable Transcription

    • Defines whether recorded calls should be transcribed into text. Options: Yes (enable transcription) or No (disable transcription).

You can learn more here.

RingCentral

  1. Enable Fax

    • Checkbox option to enable or disable fax functionality within RingCentral. If enabled, the system allows sending and receiving faxes through the platform.

  2. Is Authorized

    • Checkbox indicating whether the account has been successfully authorized to access RingCentral's services.

  3. Last Authorized

    • A read-only field showing the last time the account was authorized. This helps track authentication status and ensure seamless connectivity.

  4. Connected Phone Number

    • Input field for entering the RingCentral-connected phone number used for calls and messaging. This is required for VoIP functionality.

  5. Import All Logs

    • Checkbox to enable or disable the import of all call logs, SMS records, and fax activity from RingCentral into the system.

  6. Enable Import Phone and SMS

    • A dropdown option to specify the type of data to be imported from RingCentral. In this case, the Contact App is selected, meaning contact details will be imported.

You can learn more here.

Netlink

  1. Server URL (Required)

    • The URL of the Netlink server that the system will connect to. This is crucial for establishing a connection between the application and the Netlink service.

  2. API Key (Required)

    • A unique security key that authenticates and authorizes API requests to the Netlink system. This must be entered correctly to allow secure communication with the server.

  3. SMS Phone Number (Required)

    • The dedicated phone number used for sending and receiving SMS messages through Netlink’s messaging service.

  4. User ID (Required)

    • The unique identifier assigned to a user within the Netlink system. This is used for authentication and ensuring the correct account is linked to the integration.

 You can learn more here. 

Zoom

  1. Is Authorized

    • A checkbox indicating whether the Zoom account has been successfully authorized. If checked, the system has permission to access Zoom’s API and sync data.

  2. Last Authorized

    • A read-only field showing the last time the account was successfully authorized. This helps track when the last successful authentication occurred.

  3. Phone Numbers

    • An input field where users can enter the phone numbers associated with their Zoom account for call and SMS-related activities.

  4. Enable Auto-Sync for Calls and SMS

    • A dropdown option that allows users to enable or disable automatic synchronization of calls and SMS data between Zoom and the integrated system.

You can learn more here.

GoTo

  1. Enable Fax

    • A checkbox option that allows users to enable or disable fax functionality within GoTo. If checked, the system will support sending and receiving faxes.

  2. Client ID (Required)

    • A unique identifier assigned to the GoTo account, used for API authentication and integration with the system.

  3. Client Secret (Required)

    • A confidential key used in conjunction with the Client ID to authenticate and authorize API requests securely. This should be kept private.

  4. Enable Auto-Sync

    • A dropdown option that allows users to enable or disable automatic synchronization of call and SMS data between GoTo and the integrated system.

  5. Is Authorized

    • A checkbox indicating whether the GoTo account has been successfully authorized. If checked, the system has permission to access GoTo’s API and sync data.

  6. Last Authorized

    • A read-only field displaying the last time the account was successfully authorized. This helps track the most recent authentication attempt.

You can learn more here.

 

 
 
 
 
 
 
 

 

Related articles