Alexa ConvergeHub Nexinteractive dialer integration, Predictive Dialer CRM

NexInteractive – ConvergeHub Integration

NexInteractive is a predictive dialer solution that works almost like an Artificial Intelligence. It dials from a list of phone numbers and quickly transfers any connected call to a live agent, bypassing unavailable phone lines and voicemails.

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NexInteractive Features

By integrating NexInteractive with ConvergeHub, when a contact calls, the predictive dialer checks their number against the CRM data and if there is a match, immediately shows all of the client’s details on screen: call disposition, previous conversations with disposition, lead status, etc. The same happens when an inbound call is connected to a live agent or when there’s a transfer based on agent skill or personal voicemail. Any changes made to the record, notes added and conversation recordings will be added to the system instantaneously.

convergehub integration

Share the lead list with NexInteractive

The predictive dialer automatically populates the call from the shared ConvergeHub CRM lead list. The dialer dials the call in a sequence and provides the agent option to update the lead details, lead status, add notes, call disposition, and more others.

Call report and history

The NexInteractive integration provides detail list of calls made by an agent with the call recording (optional) and call disposition. There is also an option of finding an in-depth analysis of the calls made by the agent over a time-frame.

convergehub integration

Setting up NexInteractive Integration in ConvergeHub

1.Navigate to “App Store” or simply search “NexInteractive Integration” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2.Click on the NexInteractive Integration App setting for the requisite setup

For seamless integration with NexInteractive click on the Settings button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.Input the API Endpoint, Tenant ID, Username, and Password and then click on “Save”

Provide all the necessary information (such as API Endpoint, Tenant ID, Username, and Password) and then click on the ‘Save’ button to preserve the settings. Once the integration is completed, you can send the lead list to the NexInteractive predictive dialer.

convergehub integration

NexInteractive Integration How-To

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