The Phone Integration section within your account provides comprehensive tools to manage and oversee the phone services utilized by your agency and its associated sub-accounts. This section allows you to set up, monitor, and adjust phone system settings to ensure seamless communication across all accounts. Additionally, it offers the ability to configure email notifications, enabling you to receive timely alerts about any issues or disruptions affecting sub-accounts connected through LeadConnector. These features help maintain consistent communication reliability and ensure that potential issues can be addressed promptly.
Access this feature by navigating to Settings > Phone Integration from the Agency View.
Agency Settings
The Agency Settings section displays the Telephony provider connected to your agency account.
For agencies connected to LC Phone, you can choose whether new sub-accounts should be automatically linked to the telephony system by clicking the checkbox.
Sub-Account Settings
The Sub-Account Settings section enables you to configure and manage connections with your selected telephony provider. It also provides the ability to remove existing connections for accounts connected to LC Phone and monitor the phone rebilling status for each sub-account, ensuring accurate tracking and seamless management of telephony services.
Other actions you can perform in this section include:
- Downloading the sub-accounts report to view current messaging limits, phone number usage for the last month, and other pertinent information for each sub-account.
- Moving numbers from one sub-account to another (if using LC Phone).
- Switching all accounts to LC Phone.
Utilize the Search bar and filtering tool to narrow down the sub-accounts list to a particular sub-account, or those that meet certain criteria.
If the desired sub-account is still not visible, click the refresh icon to reload the system and display all available records.
The table provides essential details for each sub-account, including the sub-account name, rebilling status, and designated telephony provider. Use the Sub-Account Name column to identify the desired sub-account, and review the rebilling status and telephony provider information in the adjacent columns. If you are using the LC Phone system, you can effortlessly establish or remove a connection by selecting the appropriate icons located at the end of the row.
Email Notifications Settings
This section offers agency owners and administrators enhanced control over the recipients of critical email notifications related to Messaging Restrictions, A2P Registration, and Toll-Free Verification.
By default, all agency owners are designated as recipients. However, agency owners and administrators can modify the recipient list and include up to four additional recipients, alongside the agency owner.
📌Note: The email notifications setting only applies to sub-accounts using LC Phone.
The Phone Integration section equips agency owners and administrators with the tools needed to efficiently manage telephony services across all sub-accounts. From configuring provider connections and monitoring rebilling statuses to managing email notifications for compliance updates, this feature ensures seamless communication and oversight.