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How to integrate Ringover with Boond Manager

  • Updated

The Ringover integration with BoondManager allows you to streamline your project and recruitment workflows by placing one-click calls directly from your computer, syncing contacts, and automatically logging calls, SMS, and WhatsApp conversations as actions. In this guide, you’ll learn how to authorize API access in BoondManager, retrieve your security tokens, activate the integration in Ringover, and link your individual user accounts.

Prerequisites

  • An active Ringover Business or higher.
  • Administrative or technical permissions on your Ringover Dashboard.
  • A BoondManager Super User account.

Connect and configure BoondManager integration

1. Authorize API access and verify module permissions in BoondManager

Enable BasicAuth authentication

Enable this first so BoondManager accepts API requests from Ringover.

  1. Log in to your BoondManager account with your Super User profile.
  2. Click on your avatar in the top-right corner and select Configuration.
  3. Enable the option Allow API Rest calls using BasicAuth authentication.

Verify access to the Resources module

Verify this setting to ensure your BoondManager users can be detected and synchronized inside Ringover.

  1. Navigate to the Administration menu.
  2. Go to Managers / Roles.
  3. Click on your Super User role.
  4. In the Core modules section, ensure access to the Resources module is toggled on.

2. Retrieve your Client Token and Client Key

Generate your developer credentials from the sandbox section of your administration menu.

  1. Return to the Administration section in BoondManager.
  2. Scroll down and click on the Developer Space link.
  3. Click on the API / Sandbox tab.
  4. Copy both your Client Token and Client Key.
  5. Log in to your Ringover Dashboard > Store > Integrations.
  6. Search for BoondManager and enter your BoondManager username and password.
  7. Paste your Client Token and Client Key into the corresponding fields.
  8. Click Activate.

3. Map individual user tokens

Link each user account by pasting personal user tokens directly into your integration configuration.

⚠️ User tokens are strictly personal and cannot be retrieved using the administrator "Log in as" feature. Each user must generate their own token directly from their personal account and provide it to the administrator.

Retrieve user tokens (completed by each user)

 Required to ensure actions and call records are attributed to the correct team member.

  1. The user logs in to BoondManager.
  2. Click on their username in the top-right corner and select Configuration.
  3. Click the arrow to expand the API section.
  4. Copy their individual User Token.

Link users in Ringover

Paste user tokens into Ringover to finalize individual member mapping.

  1. In your Ringover Dashboard, go to Store > Integrations and click Configure next to BoondManager.
  2. In the Link users with an account section, click Manage users.
  3. Paste each dedicated token into the field next to the corresponding user.
  4. Click Save.

Configure settings 

Configure your integration.

  1. Call types: Manage and filter categories for inbound, outbound, or missed calls.
  2. Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
  6. Link users with an account: Map Boond users or agents to their corresponding system account via "Manage users".
  7. Assign missed IVR calls to: Designate a specific user or team member (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to automatically log internal team calls within Boond.
  2. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  3. Log Empower meeting summaries: Toggle switch to automatically save Empower meeting summaries to activity logs.
  4. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  5. Logs display language: Select the language used to display call log information (e.g., "en").
  6. Type of object created: Choose the default Boond object/entity created for new records.
  7. Log outbound/inbound calls longer than: Toggle switch to enable a minimum call duration threshold for logging calls.
  1. Type of activity created (Candidate): Configure the activity classification assigned to Candidate interactions:
    • Call (hang up): Set action type for ended/connected calls (e.g., "Comment").
    • Call (missed): Set action type for missed calls (e.g., "Phone interview").
    • SMS: Set action type for SMS interactions (e.g., "Comment").
    • Whatsapp: Set action type for WhatsApp interactions (e.g., "Comment").
  2. Type of activity created (Contact): Configure the activity classification assigned to Contact interactions:
    • Call (hang up): Set action type for ended/connected calls (e.g., "Successful call").
    • Call (missed): Set action type for missed calls (e.g., "Unsucccessfull call").
    • SMS: Set action type for SMS interactions (e.g., "Comment").
    • Whatsapp: Set action type for WhatsApp interactions (e.g., "Comment").
  3. Type of activity created (Resource): Configure the activity classification assigned to Resource interactions:
    • Call (hang up): Set action type for ended/connected calls (e.g., "Call").
    • Call (missed): Set action type for missed calls (e.g., "Call").
    • SMS: Set action type for SMS interactions (e.g., "Comment").
    • Whatsapp: Set action type for WhatsApp interactions (e.g., "Comment").
  1. Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages into Boond.
  2. Group WhatsApp conversations by: Select how WhatsApp messages are threaded (e.g., "Full conversation").
  3. Create contact for calls: Specify when new contacts are created during calls (e.g., "No contact page created").
  4. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").
  5. Create contact for WhatsApp messages: Toggle switch to automatically generate new contacts from WhatsApp conversations.
  6. Sync contacts (v4): Toggle switch to enable general contact synchronization with Boond.
  7. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronization individually as each call occurs.
  8. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to show contact details on the dialer during calls while conditionally restricting data storage unless call-by-call sync is enabled.
  9. Mapped fields: Select Boond fields to display in the dialer's Info section via "Add or edit fields".

FAQ

Why does the same caller name appear in all my communication logs in BoondManager?

This occurs when individual user tokens have not been entered or are invalid. Go to your Ringover Dashboard > Store > Integrations, click Configure next to BoondManager, and select Manage users. Verify that each user has their valid individual user token assigned.

My BoondManager users do not appear in the "Manage Users" menu. What should I do?

Ensure the Super User role permissions include access to the Resources module. To check this:

  1. Navigate to Administration > Managers, then open the Roles tab.
  2. Click on the Super User role.
  3. Enable access to the Resources module and save.

🎉 You now know how to connect and configure the BoondManager integration and can manage all your project calling, candidate tracking, and automated action logs seamlessly!