RingCentral

How to setup the CustomerIQ integration with RingCentral

The RingCentral integration automatically syncs your call recordings to CustomerIQ immediately after the call.

Before you being, make sure:

1. All people who participate in calls via RingCentral are members of your workspace. This includes people who make calls from the same phone number.

Members in CustomerIQ: Many features within CustomerIQ, like Call Performance Reports, rely on each conversation having a member associated within CustomerIQ. For teams who have multiple people using the same phone line, CustomerIQ's AI will use the available member list to assign the correct member with the correct call. This improves reports and visibility.

Authenticate with CustomerIQ

1. Within CustomerIQ, go to Settings > Apps & Integrations > Ring Central

2. Authenticate with RingCentral

You're now connected! All recorded calls from RingCentral will start to appear and process within CustomerIQ

Set phone numbers for each workspace member

1. In order to improve user mapping to conversations, set the phone number assigned to each user

2. As a workspace admin, go to members

3. Masquerade as the user

4. Once masquerading as the user, go to their Profile Settings

5. Set their phone number here

Now all calls from this phone number will be mapped to this user.