The first thing you need to do is to sign up in the service.

🔍 You can read more about how to create a personal UniTalk account in the following article.

The service has its own knowledge base, where you can find more information about working with it.

Follow this link to get to know more ➡️ HERE

If you already have a UniTalk account, simply log in using your username and password.

You first need to generate an API key. To do this, go to the Integrations - API section of the left menu and click the Generate API Key button.

After that, it will appear in a special field.

This key is needed for the next step.

Next, you need to configure the handling of the two outgoing webhooks. This will ensure that call information in the Unitalk system is transferred to Uspacy.

New call

Click Add webhook and fill out the creation form.

URL: https://unitalk.uspacy.app/unitalk_integration/v1/call_events/add

💡 This link must be copied from the UniTalk app settings page in your Uspacy Space.

In the field below you need to insert the following value:

{

"event": "CALL_NEW",

"call": {

"id": "{{CALL_RANDOM_ID}}",

"dbid": "{{CALL_DB_ID}}",

"from": "{{CALLED_FROM}}",

"to": “{{CALLED_TO}}”,

"outerNumber": "{{OUTER_NUMBER}}",

"direction": "{{CALL_DIRECTION}}",

"date": "{{CALL_START_TIME}}",

"utmSource": "{{UTM_SOURCE}}",

"utmMedium": "{{UTM_MEDIUM}}",

"utmCampaign": "{{UTM_CAMPAIGN}}",

"utmTerm": "{{UTM_TERM}}",

"utmContent": "{{UTM_CONTENT}}",

"googleId": "{{GOOGLE_CLIENT_ID}}",

"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",

"referer": "{{REFERER}}",

"comment": "{{CALL_META}}",

"source": "{{CALL_TYPE}}",

"meta": "{{CALL_META}}"

}

}

All that remains is Save webhook settings for new calls.

Ended call

Click Add webhook and fill out the creation form.

💡 This link must be copied from the UniTalk app settings page in your Uspacy Space.

And in the field below you need to insert the following value:

{

"event": "CALL_END",

"call": {

"id": "{{CALL_RANDOM_ID}}",

"dbid": "{{CALL_DB_ID}}",

"from": "{{CALLED_FROM}}",

"to": "{{CALLED_TO}}",

"outerNumber": "{{OUTER_NUMBER}}",

"direction": "{{CALL_DIRECTION}}",

"date": "{{CALL_START_TIME}}",

"secondsFullTime": "{{CALL_SECONDS_FULL}}",

"secondsTalk": "{{CALL_SECONDS_TALK}}",

"utmSource": "{{UTM_SOURCE}}",

"utmMedium": "{{UTM_MEDIUM}}",

"utmCampaign": "{{UTM_CAMPAIGN}}",

"utmTerm": "{{UTM_TERM}}",

"utmContent": "{{UTM_CONTENT}}",

"googleId": "{{GOOGLE_CLIENT_ID}}",

"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",

"referer": "{{REFERER}}",

"comment": "{{CALL_META}}",

"state": "{{CALL_STATUS}}",

"source": "{{CALL_TYPE}}",

"link": "{{CALL_AUDIO_LINK}}",

"meta": "{{CALL_META}}",

"cause": "{{CALL_END_CODE}}"

}

}

All that remains is Save webhook settings for completed calls.

Call redirect

Click Add webhook and fill out the creation form.

Action: Send webhook

Name: Call redirect

URL: https://unitalk.uspacy.app/unitalk_integration/v1/call_events/add

💡 This link must be copied from the UniTalk app settings page in your Uspacy Space.

HTTP code: POST

Next, click Add HTTP header and fill out the required fields:

Key: Authorization

Value: Your generated API key from the previous step

Request Body: The specified JSON

And in the field below you need to insert the following value:

{

"event": "CALL_REDIRECT",

"call": {

"id": "{{CALL_RANDOM_ID}}",

"dbid": "{{CALL_DB_ID}}",

"from": "{{CALLED_FROM}}",

"to": "{{CALLED_TO}}",

"outerNumber": "{{OUTER_NUMBER}}",

"direction": "{{CALL_DIRECTION}}",

"date": "{{CALL_START_TIME}}",

"secondsFullTime": "{{CALL_SECONDS_FULL}}",

"secondsTalk": "{{CALL_SECONDS_TALK}}",

"utmSource": "{{UTM_SOURCE}}",

"utmMedium": "{{UTM_MEDIUM}}",

"utmCampaign": "{{UTM_CAMPAIGN}}",

"utmTerm": "{{UTM_TERM}}",

"utmContent": "{{UTM_CONTENT}}",

"googleId": "{{GOOGLE_CLIENT_ID}}",

"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",

"referer": "{{REFERER}}",

"comment": "{{CALL_META}}",

"state": "{{CALL_STATUS}}",

"source": "{{CALL_TYPE}}",

"link": "{{CALL_AUDIO_LINK}}",

"meta": "{{CALL_META}}",

"cause": "{{CALL_END_CODE}}"

}

}

All that remains is Save webhook settings for completed calls.

Call answer

Click Add webhook and fill out the creation form.

Action: Send webhook

Name: Call answer

URL: https://unitalk.uspacy.app/unitalk_integration/v1/call_events/add

💡 This link must be copied from the UniTalk app settings page in your Uspacy Space.

HTTP code: POST

Next, click Add HTTP header and fill out the required fields:

Key: Authorization

Value: Your generated API key from the previous step

Request Body: The specified JSON

And in the field below you need to insert the following value:

{

"event": "CALL_ANSWER",

"call": {

"id": "{{CALL_RANDOM_ID}}",

"dbid": "{{CALL_DB_ID}}",

"from": "{{CALLED_FROM}}",

"to": "{{CALLED_TO}}",

"outerNumber": "{{OUTER_NUMBER}}",

"direction": "{{CALL_DIRECTION}}",

"date": "{{CALL_START_TIME}}",

"secondsFullTime": "{{CALL_SECONDS_FULL}}",

"secondsTalk": "{{CALL_SECONDS_TALK}}",

"utmSource": "{{UTM_SOURCE}}",

"utmMedium": "{{UTM_MEDIUM}}",

"utmCampaign": "{{UTM_CAMPAIGN}}",

"utmTerm": "{{UTM_TERM}}",

"utmContent": "{{UTM_CONTENT}}",

"googleId": "{{GOOGLE_CLIENT_ID}}",

"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",

"referer": "{{REFERER}}",

"comment": "{{CALL_META}}",

"state": "{{CALL_STATUS}}",

"source": "{{CALL_TYPE}}",

"link": "{{CALL_AUDIO_LINK}}",

"meta": "{{CALL_META}}",

"cause": "{{CALL_END_CODE}}"

}

}

All that remains is Save webhook settings for completed calls.

In order for the system to start sending data on call events from UniTalk to Uspacy, you need to add the created webhooks to the Call Event Handling (Outgoing Webhooks) block in the Integrations - API section.

New call - the webhook is sent when the call is initialized. That is, as soon as information about a new call (incoming/outgoing) reaches the Unitalk system, this webhook is sent to Uspacy.

Call redirect – the event notifies to which operator a call is redirected. But at the same time there was no response to the call.

Call answer - the webhook is sent when the operator has answered the phone.

Call ended - The webhook is sent when the call is ended. The call can be missed, i.e. unsuccessful, or accepted if the call is successful.

In this way, data about the start or end of a call is received in the CRM system.

In order for several employees to be able to work with telephony, you need to create separate lines for each of them. You can do this in the Users section.

So, first you need to click ADD SIP LINE.

☝🏻 Please note that the number of SIP lines should be based on the calculation - 1 line per 1 employee who will be connected to telephony.

Next you need to ADD USER.

To start with, you need to enter an email, so that other fields, which must also be filled out, open.

Next, we specify the role, select the SIP line we created from the list, enter the first and last name, and we also need to Generate a password.

Click Add. Now the employee is matched to the SIP line.

The generated password and specified email will be used later to log in to the UniTalk Web dialer extension for Google Chrome.

The inner line number is for Uspacy settings.

Step 5.1 Configuring input scenarios. Redirection

For the convenience of working with incoming calls from known contacts that already exist in the CRM database, it is possible to direct calls to the managers responsible for these contacts at once. As well as settings for redirecting in case of no response.

To do this, you need to go to the Incoming scenarios menu item in your UniTalk personal account.

Next, click ADD SCENARIO.

A settings form will open. Here, first enter the name of the scenario.

Then you can proceed directly to the creation of the scenario itself.

💡 You can use the Basic Working Time Rule. That is, the scenario will work continuously, from Monday to Sunday from 00:00 to 23:59.

Or add your own and specify the working days and hours you need.

To start, drag the block On the responsible manager to the appropriate area.

Next, configure its parameters. In the Search responsible field, you must specify Request to Your API.

Another important parameter is the URL.

The following value should be entered in this field:

https://unitalk.uspacy.app/unitalk_integration/v1/call_events/route?key=N

Where N is the API Key. It can be found in the corresponding field in the Integrations - API section.

Then it remains to specify the waiting time and choose the ringtone. These fields are filled out according to your own needs and tastes.

When the settings of this block are completed, it is necessary to specify how incoming calls from known contacts will be distributed if the managers responsible for them do not accept them. To do this, you need to drag the item To the department to the appropriate area.

Then it remains to configure it according to needs.

💡 Pay attention!

The settings are completed at this stage. All that remains is Save the scenario.

💡 Advice! For managers to start receiving calls, each manager must click Start working.

First you need to install this app in your Space. To do this, click Get.

Next, we go to the settings of the already installed application.

In this settings block, you will only need to enter the API key that was created when configuring the UniTalk.

And click Check connection.

As a result, the connection status should change.

💡 The Uspacy webhook field is actually official and does not need to be filled out. Its value was already used when creating outgoing webhooks on the UniTalk side.

As a result of processing both outgoing and successful incoming calls, leads will be created. These can be processed and converted into deals, companies or contacts.

Only on the basis of a missed call from a known number, an activity will be created in the corresponding company or contact card.

❗️A selection of other entities will be available soon.

At Uspacy, you also need to specify a separate line for each responsible employee, which has already been created in UniTalk. First, click Add.

Next, in the Employees field, select a user from the list. Start typing a name to speed up the search for a colleague.

In the Extension number or line value field, specify the SIP line that was created in UniTalk and for which this user is responsible.

Save these settings by clicking on the check mark.

Now it is possible to assign a person responsible for new entities created on the basis of the processing of missed calls.

💡 If you do not do this, then the super administrator (owner) of the portal will be considered the typical person responsible.

You can find this extension in the Chrome Web Store. In the search bar, you need to start entering its name - UniTalk Web Dialer.

Or you can add it to Chrome by following the direct link HERE.

After installation, this extension will be active in your browser.

You need to enter the email address and the generated password that were used when matching the users responsible to the lines and click Login.