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Leverate
- 05 Feb 2025
- 1 Minute to read
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Leverate
- Updated on 05 Feb 2025
- 1 Minute to read
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- PDF
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Who should read this article: Administrators
How to integrate Voiso with the Leverate CRM.
Introduction
The Voiso Leverate integration provides click-to-call functionality for your agents while using Leverate. Agents can make calls using the Agent Panel by clicking the phone icon or a phone number in Leverate.
Integration
To integrate Voiso with Leverate, navigate to Administration > Integrations, then click the Leverate tile.
The Leverate page provides information about the Leverate integration, instructions for connecting the integration, and a list of prerequisites you should have in place before clicking Connect.
Managing your integration
To manage an existing Leverate integration, navigate to Administration > Integrations, then click the Leverate tile.
On the Leverate integration page, you can reconnect an integration that has lost connection or disconnect a connected integration.
Click the Edit connection button and selected either Reconnect or Disconnect.
Reconnecting an integration
To reconnect an integration that has been disconnected, either manually or as the result of an error, or to modify the connection, click Edit connection, then select Reconnect.
Follow the on-screen instructions to connect your integration.
Disconnecting an integration
To disconnect an integration, click Edit connection, then select Disconnect.
In the Disconnect integration panel, click Disconnect to remove the integration from your contact center.
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