The OGGO Data integration with Ringover allows you to streamline insurance brokerage communications through integrated call management and automated recording retrieval. In this guide, you’ll learn how to configure API access, set up click-to-call, test outgoing calls, and manage call recording history directly within OGGO Data.

Set up Ringover integration in OGGO Data

1. Configure Ringover API access

Generate an API key and assign the required line permissions in Ringover.

1. Go to your Ringover Dashboard and select API Ringover.
2. Generate an API key for each team member's line.
3. Under calls line permissions, enable write access to allow Click-to-Call.
4. Under calls line permissions, enable read and write access if you wish to access call recordings from OGGO Data.

2. Configure OGGO Data telephony module

Link your Ringover API credentials to user accounts in OGGO Data.

1. Log in to OGGO Data and go to Configuration.
2. Click on Other services, then select Telephony.
3. Select Ringover from the partner drop-down menu.
4. Enter the line number and corresponding Ringover API key for each user.

3. Test outgoing click-to-call

Verify that your Click-to-Call connection is active and functioning properly.

1. Open your Ringover web app or desktop application.
2. In OGGO Data, navigate to the Telephony module configuration test form.
3. Enter the caller number and callee number in international format without the + prefix (e.g., 33484890468), alongside your Ringover API key.
4. Click Call.
5. Answer your ringing Ringover line to connect the outgoing call.

4. Configure outgoing call numbers and call recordings

Set up your outgoing caller ID and automated call recording settings.

Outgoing caller ID

Customization of the phone number displayed to call recipients. Modify this from your Ringover interface if you want to display a main company number instead of an individual line.

Call recording options

🔗 All recording options available in Ringover

Automated or manual audio recording for compliance and training.

• Manual recording: Users can manually start recordings during an active call using their Ringover dialer.

• Default recording: Configure Ringover lines to record every call automatically by default.

• Recording announcement: Set an automated verbal announcement text and background music to notify callers.

5. Traceability and recording management in OGGO Data

Access, listen to, and manage recording links from your Contact or Project files.

• Automatic retrieval: OGGO Data automatically retrieves recording links via the API within one hour of call completion for calls initiated via Click-to-Call.
• Accessing recordings: Listen to recordings directly from the History tab of any Project or Contact record.
• Retention period: Ringover stores recordings for 6 to 12 months. When a recording expires, OGGO Data automatically updates the status message in the history tab.
• Deleting recording links: Administrators and Substitutes can manually remove a recording link from OGGO Data without deleting the original audio file on Ringover servers.
• Anonymization: If a customer file is anonymized, outgoing call events and associated recording links are automatically removed.

🎉 You now know how to integrate Ringover with OGGO Data and can seamlessly make calls and manage recordings directly from your CRM!