SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment.

If you are using SuperReceptionist for your business, you can integrate it with SuiteCRM (hosted) to capture leads along with phone number directly from your SuiteCRM account.


SuperReceptionist connector in SuiteCRM allows you to:

  • Track incoming calls from customers

  • Create leads with phone numbers

  • Merge phone numbers with existing lead details

  • Direct incoming calls from leads to respective agents

  • Make outbound calls using Click-to-Call feature

  • Track outbound calls


Prerequisites:

  • SuperReceptionist panel should be in premium plan

  • You must be an Admin User of your SuiteCRM account

  • This integration works only with hosted installation and admin access

  • Your SuiteCRM plan must support telephony integration

  • SuiteCRM IP should be visible over internet to receive events from SuperReceptionist

 

Procedure:

1. Get your SuperReceptionist Virtual Number

  • Login to your SuperReceptionist account to get the Virtual Number

  • Your SuperReceptionist phone number is your Virtual Number





2. SuiteCRM Configuration

  • Navigate to Settings

  • Select Integration

  • Click on ‘Enable Now’ to configure Freshdes



  • Fill up the required information in the corresponding fields

  • Select the SuperReceptionist number

  • Click on ‘Enable’


3. How to find Domain Name?




  • Copy and paste the domain name on SuiteCRM configuration


4. How to get Username?

  • Go to ‘Administrator’

  • Select ‘User Profile’




  • Copy and paste the ‘Username’ and enter your SuiteCRM password.

  • Select the SuperReceptionist number from the drop down menu

  • Click on ‘Enable’




  • Click on ‘Configure’ button which will appear in place of ‘Enable Now’ below SuiteCRM



  • Now you are ready to access SuiteCRM


5. Create Tasks

  • Go to ‘Tasks’ under Activities

When customers call your SuperReceptionist number, the tasks will be displayed




6. SuiteCRM Plugin



  • Select Module Loader

  • Uninstall the files present in Module Loader

  • Click on ‘Uninstall’




  • Click on ‘Commit’



Uninstall packages are show in the module. Click on delete package.



  • Uninstalled packages are show in the module

  • Click on ‘Delete Package’




  • Choose the downloaded files one after the other and upload it



  • Click on ‘Install’



  • Click on ‘Accept’ and select ‘Commit’
  • Installed file will show in the Module Loader and follow the same procedure for installing the next file



  • The files will be installed



  • Post installation, you ‘Knowlarity Notifications’ will display

  • Click on the popup



  • To repair on this page, go to ‘Administrator’

  • Select ‘Admin’ and click on ‘Repair’




  • Click on ‘Repair and Rebuild’


Don't forget to navigate below on the ‘Repair Action’ page to look for database table changes. The modules required for the Sugar native plugin will be installed.


Moving over the last step, just visit ./modules/Phone_Phone/metadata from your root folder of SugarCRM; you can find install.sh file.Just run it using command $ sudo sh install.sh.


As the final step, add SuperReceptionist or Smart IVR details to your phone

module via ‘Phone’ under All. This is essential for Click-to-Call. You can now add your knowlarity number, knowlarity_api_key and other details to the table; and you setup will be complete.


Upgrade the plugin if you plan to upgrade the existing Knowlarity plugin; then you need to uninstall, remove the old packages and install fresh. For un-installing the packages, go to ‘Module Loader’ in the Admin section and click on ‘Uninstall’ to remove them from it's lower section.


After installation of plugin, the agent must enter Knowlarity’s number and agent number into the login page by clicking on ‘Knowlarity notifications’ link on the navigation bar.


From hereon, your agents will be able to receive notifications. To upgrade knowlarity package, you need to remove the existing one, re-upload the package and repair once again.


7. System Requirements

The following browsers are recommended: Chrome(recommended)and Firefox