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
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
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
- 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?
- Login to your SuiteCRM account: Eg: http://14.xyz.abc.11:8000 + dev_SuiteCRM/service/v4_1/rest.php.
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
6. SuiteCRM Plugin
Download the files from https://konnect.knowlarity.com/static/plugins/suitecrm/suitecrm.zip
- Go to ‘Admin’ and scroll down
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 phonemodule 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 RequirementsThe following browsers are recommended: Chrome(recommended)and Firefox