The first thing you need to do is to contact support to connect Phonet IP telephony and create a personal account. To do this, order a call or write in the online chat on their official website.

A Phonet specialist will contact you. You will be able to agree on all issues regarding the operation of the service, plans and payment for telephony services. After that, the application for connection is filled out and as a result, access to the prepared account is granted.

If you already have a Phonet account, just log in directly to your personal account using your login and password.

To successfully integrate Phonet telephony with your Uspacy Space, you need to use two parameters: API Domain (API server) and API Key. To find them, you need to go to your Phonet personal account, open the Settings section and the Integrations tab.

Next, scroll down the page and find the widget labeled Other CRM system and click the ADD button. A settings tab will open. This is where you will find the data you need for integration.

It will be needed for Uspacy settings.

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

On the Integration with another CRM system page, you need to fill out three fields:

1. Get information by number

In this field you need to paste the link to the Uspacy Webhook Contact, which can be found and copied on the Phonet app settings page in your Uspacy Space.

2. Transmission of full information about the call

Here you need to paste the link to Uspacy Webhook Complete, which can be found and copied from the Phonet application setup page in your Uspacy Space.

3. User events. Namely Start a call and Answer a call.

Insert a link to the Uspacy Webhook Answer in these fields, which you will also find on the same page.

When these outgoing webhooks settings are configured, don't forget to click the Save button.

In order for several employees to be able to work with telephony, you need to create separate internal numbers for each of them. You can do this in the section Settings - Telephony configurations.

The control panel of the personal account will be presented on the page. Open the Users tab and click Add User.

🔍 You can read more about adding employees, matching internal numbers to them and providing access to the service's personal account in the Phonet knowledge base ➡️ HERE

❗️Pay attention

The employee's internal number will be used for settings at Uspacy.

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 Domain (API server) and API Key, which were generated when you created your Phonet personal account.

After that, click Check Connection.

As a result, the connection status should change.

💡 The Uspacy Webhook Answer and Uspacy Webhook Complete fields are default fields and do not need to be filled out. Their values have already been used when creating Phonet outgoing webhooks.

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

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

❗️A selection of other entities will be available soon.

At Uspacy, you also need to specify the extension number to each responsible employee matched to them in Phonet. First, click Add.

Next, in the Employees field, select a user from the list.

In the Extension number or line value field, enter the extension that was matched to this user in Phonet.

And 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.