Prerequisites

• An active Ringover Business account or higher.
• Administrative or technical permissions on your Ringover Dashboard.
• An administrator account in Tribe CRM.

1. Call types: Manage and filter categories for inbound, outbound, or missed calls.
2. Include recordings in call logs: Select which call 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. Group SMS conversations by: Choose the time interval used to group SMS messages into threads (e.g., "Do not group").
7. Link users with an account: Map Tribe CRM users or agents to their corresponding system account via "Manage users".
8. Assign missed IVR calls to: Choose a default user or queue (e.g., "Add user") to assign unhandled IVR calls.
9. Log internal calls: Toggle switch to automatically log internal team calls within Tribe CRM.

10. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
11. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
12. Status of the created task: Assign default status values across interaction stages:
    • Completed call: Assign task status for completed calls (e.g., "Finished").
    • Missed call: Assign task status for unanswered calls (e.g., "Finished").
    • Incoming SMS messages: Assign task status for received SMS messages (e.g., "Finished").
    • Outgoing SMS messages: Assign task status for sent SMS messages (e.g., "Finished").
    • WhatsApp messages: Assign task status for WhatsApp interactions (e.g., "Finished").
13. Logs display language: Select the language used to display call log details (e.g., "en").
14. Type of object created: Select the default CRM record type created for new contacts (e.g., "Lead").
15. Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages to CRM logs.
16. Create contact for calls: Choose when new contacts are automatically created during calls (e.g., "No contact page created").
17. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").

18. Create contact for WhatsApp messages: Toggle switch to automatically generate new contacts from WhatsApp conversations.
19. Sync contacts (v4): Toggle switch to enable general contact synchronization with Tribe CRM.
20. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronization individually as each call occurs.
21. 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 storage unless call-by-call sync is enabled.
22. Mapped fields: Select Tribe CRM fields to display in the dialer's Info section via "Add or edit fields".