CloudTalk

Learn how to integrate CloudTalk with your Playvox account. 

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In order to activate your Playvox Integration with CloudTalk, you will first need to log in to Playvox and create and authorization token. You will then paste the Playvox installation URL, Playvox client identifier, and the secret key into your CloudTalk dashboard.

Essential, Expert or Customer CloudTalk plan

- Essential, Expert or Customer CloudTalk plan
- Playvox admin user

Go to Manage Organization (top right) &gt; Integrations &gt; OAuth Tokens &gt; Add New.

In the add new popup window you will need to create:

1. client identifier
2. description
3. token duration 
4. client secret key

Keep track of the client identifier and secret key values for pasting into your CloudTalk dashboard later.

From Manage Organization &gt; Integrations &gt; Add New &gt; Other, select Install.

Enter an integration identifier (i.e., <code>cloudtalk_1</code>) followed by a description.

1. Login to your Playvox admin account.
 
2. Go to Manage Organization (top right) &gt; Integrations &gt; OAuth Tokens &gt; Add New.
 
3. In the add new popup window you will need to create:
 1. client identifier
 2. description
 3. token duration 
 4. client secret key 
 
4. Keep track of the client identifier and secret key values for pasting into your CloudTalk dashboard later. 
 
5. From Manage Organization &gt; Integrations &gt; Add New &gt; Other, select Install.
 
 
 
6. Enter an integration identifier (i.e., <code>cloudtalk_1</code>) followed by a description.
 

7. Save.

Login to your CloudTalk <a href="https://dashboard.cloudtalk.io/login" target="_blank" rel="nofollow noopener noreferrer">Dashboard</a>.

Go to Account &gt; Integrations.

In the Add Integration section, find Playvox and click <code>+ Add</code>.

Enter your Playvox installation URL, Playvox client identifier, and secret key.

Finally confirm the following fields have been filled:

1. Caption - This is the name for your integration.
 
 
2. Workflow settings should all be set to ON. You can choose to export inbound and outbound calls. Inbound missed and voicemail calls are not currently exportable.
 
 
 
3. If you want to export only calls from specific CloudTalk numbers, add numbers in the Connected Numbers section. If left empty, all calls via all CloudTalk numbers will be exported as workstreams according to step 6 settings.

1. Login to your CloudTalk <a href="https://dashboard.cloudtalk.io/login" target="_blank" rel="nofollow noopener noreferrer">Dashboard</a>.
 
2. Go to Account &gt; Integrations.
 
3. In the Add Integration section, find Playvox and click <code>+ Add</code>.
 
4. Enter your Playvox installation URL, Playvox client identifier, and secret key. 
 
 
 
5. Submit. 
 
6. Finally confirm the following fields have been filled:
 
 1. Caption - This is the name for your integration.
 
 
 2. Workflow settings should all be set to ON. You can choose to export inbound and outbound calls. Inbound missed and voicemail calls are not currently exportable.
 
 
 
 3. If you want to export only calls from specific CloudTalk numbers, add numbers in the Connected Numbers section. If left empty, all calls via all CloudTalk numbers will be exported as workstreams according to step 6 settings.

Each call is exported to Playvox as a workstream with a contact and 2 interactions—1 for the call and 1 for the post-call wrap up.

If you need further assistance or have any questions, you can contact our <a href="mailto:support@cloudtalk.io" target="_blank" rel="nofollow noopener noreferrer">Support team</a>. We are always here to help you!

CloudTalk Call	Playvox Workstream
Call answered date & time	First answer time
Talk time	Talk time
Wrap-up time	Wrap time
Wait time	Wait time
Talk time + Wrap time	Handle time
-	Channel: Phone Always phone
Direction	Direction
Agent	Answered agent name Note: Customer must set up all CloudTalk agents in Playvox.
Call tags	Source Type Identifier

User Level:

Playvox Integration Setup

Prerequisites

Add Token in Playvox

Activate Playvox in CloudTalk

Exported Call Data

Data Mapping