Integrating with DXI Dialler

It's possible to send leads from FLG into DXI Dialler (this includes Easycallnow Dialler and Difference Corporation Dialler).

To set up this integration, you will need:

• Your API Hostname (if you've been given one)
• Your API Username
• Your API Password
• A dataset number

To obtain these, please contact the dialler's customer support.  Note that the username/password you need is for the API, and is usually different from your main dialler credentials.

Setting Up the Integration

In FLG you need to add a webhook as a lead type action:

• Go to 'Settings > Lead Groups > Lead Types' and edit the lead type that you want to send leads from.
• In the 'Actions' section, click 'Add New Action'.
• Choose 'Webhook'.
• Click the red 'Click to Configure' button.

• Choose the webhook type 'DXI Dialler (New Record)' and type in your dialler API hostname, username, password and dataset number.
• Click 'Apply Settings'.

• Choose the event you want to trigger the action (i.e. selecting on event 'Received' will create a lead in the dialler as soon as it's received in FLG). 
• Click 'Update' to save the webhook.

There are some important things to understand:

• By adding webhooks on different events (maybe also using conditions), you can do really clever things like sending leads to the dialler only when they reach a certain status, let's say 'Interested' (choose 'status changed' as the event with a condition 'status is the value Interested').  That will create a lead when the status changes.
• The first name, last name, phone number, alternative phone number, address, town/city and postcode are always passed across.
• The phone number in FLG will be passed to the 'ddi_home' field and the alternative number will be passed into 'ddi_mobile'. 
• If there's a field in the dialler named 'email' (or variations on it), we'll save the lead's email address there.
• To have additional fields in FLG sent across to the dialler, you should name the fields in the dialler 'data1', 'data2', etc..
• To give the dialler the FLG lead ID (our reference number) simply add a field in the dialler called 'flgid'.  NOTE: This is required if you want to follow the instructions below to set up screen pop.

Setting up Screen Pop

If you need to be able to do things within FLG whilst on a call through the dialler, you'll want to set up the dialler so the lead pops up when a call comes in.  Make sure you've followed the instructions above and added 'flgid' as a field in the dialler first.

In the dialler, edit the queue that your calls are coming in through, and add the following JavaScript code to the 'Script Text' box (use 'On Call (default)' agent page):

<script type='text/javascript'>