The Phone Integration section within your account provides comprehensive tools to manage and oversee the phone services utilized by your agency and its associated sub-accounts. This section allows you to set up, monitor, and adjust phone system settings to ensure seamless communication across all accounts. Additionally, it offers the ability to configure email notifications, enabling you to receive timely alerts about any issues or disruptions affecting sub-accounts connected through LeadConnector. These features help maintain consistent communication reliability and ensure that potential issues can be addressed promptly.
Access this feature by navigating to Settings > Phone Integration from the Agency View.
Agency Settings #
The Agency Settings section displays the Telephony provider connected to your agency account.
Sub-Account Settings #
The Sub-Account Settings section enables you to configure and manage connections with your selected telephony provider. It also provides the ability to remove existing connections for accounts connected to LC Phone and monitor the phone rebilling status for each sub-account, ensuring accurate tracking and seamless management of telephony services.
Other actions you can perform in this section include:
- Downloading the sub-accounts report to view current messaging limits, phone number usage for the last month, and other pertinent information for each sub-account.
- Moving numbers from one sub-account to another (if using LC Phone).
- Switching all accounts to LC Phone.
Utilize the Search bar to find a particular sub-account or the filtering tool to narrow down the sub-accounts list to those that meet certain criteria.
When filtering, a sidebar will open to select the qualities to include/exclude, then click Apply.
If the desired sub-account is still not visible, click the refresh icon to reload the system and display all available records.
The table provides essential details for each sub-account, including the sub-account name, rebilling status, and designated telephony provider. Use the Sub-Account Name column to identify the desired sub-account, and review the rebilling status and telephony provider information in the adjacent columns. If you are using the LC Phone system, you can effortlessly establish or remove a connection by selecting the appropriate icons located at the end of the row.
Account Creation #
The Account Creation section allows you to customize default telephony settings for newly created sub-accounts.
This includes:
- Automatically connecting new sub-accounts to the Phone system, providing instant access to messaging and voice services.
- Enabling sub-account users to submit A2P messages, even when rebilling is disabled. By default, A2P registration is only permitted when rebilling is enabled for a sub-account.
- Automatically activating number intelligence, a feature that allows you to validate a number before sending the first SMS, detect incoming spam calls, and identify the names of unknown callers before answering the phone.
You can also define the messaging limit structure which should be applied to all newly created sub-accounts. Choose between the Ramp-up model or create a new messaging limit for your agency.
Email Notifications Settings #
This section offers agency owners and administrators enhanced control over the recipients of critical email notifications related to Messaging Restrictions, A2P Registration, and Toll-Free Verification.
By default, all agency owners are designated as recipients. However, agency owners and administrators can modify the recipient list and include up to four additional recipients, alongside the agency owner.
Note: The email notifications setting only applies to sub-accounts using LC Phone.
The Phone Integration section equips agency owners and administrators with the tools needed to efficiently manage telephony services across all sub-accounts. From configuring provider connections and monitoring rebilling statuses to managing email notifications for compliance updates, this feature ensures seamless communication and oversight.
Frequently Asked Questions #
Where do I access Phone Integration settings? #
Navigate to Settings > Phone Integration from the Agency View.
What can I manage in the Sub-Account Settings section? #
You can configure telephony provider connections, remove LC Phone connections, monitor rebilling status, download sub-account reports, move numbers between sub-accounts, and switch all accounts to LC Phone.
What does the Account Creation section control? #
It sets default telephony settings for new sub-accounts, including auto-connecting to the Phone system, allowing A2P submission without rebilling, activating number intelligence, and defining the messaging limit structure.
What is number intelligence? #
Number intelligence validates a number before sending the first SMS, detects incoming spam calls, and identifies the names of unknown callers before you answer.
How many people can receive phone-related email notifications? #
By default, all agency owners receive them. Administrators can add up to four additional recipients alongside the agency owner.
Do email notification settings apply to all sub-accounts? #
No. The email notifications setting only applies to sub-accounts using LC Phone.
