Playvox knows that a quality customer experience is truly a team effort. That’s why we make it easy to set up integrations with your favorite vendor platforms. In just a few moments, you’ll be able to pull in user information and/or customer interactions to start the quality party!

How does it work?

Once a connector is set up, Playvox will start pulling in your information.
Some integrations will synchronize non-PII User data, some will provide metadata, and some may be a combination of the two. At the end of the day, you select exactly which information you need for your company. Look for an article on your specific integration or contact your support team for more information.

What else can I do with Integrations?

You may also create filters as part of your Quality settings configuration. Filters allow you to select and present specific customer interactions to QA evaluators, and are specific to criteria set up on the 3rd party vendor platform. You can read more about that here.

Getting Started

  1. Go to Settings > Integrations

You’ll be brought to the Integrations settings page.

2. Click on the green New button at the top right of your screen to set up a new

integration.

3. Choose the platform you wish to integrate. You may either integrate directly with

a listed vendor platform or with an FTP Audio site that Playvox can set up for you.

Note: The following image may not represent the full list of Quality Connectors available, as we are adding new friends to our integrations team all the time!

4. When choosing a platform, you will be prompted for additional information

required to set up access. This information will be specific to the platform and

familiar to the system administrator for that platform. You may need to request

account information from a system administrator for that platform or from an IT

resource. An example from Dialpad is provided below.

The image below shows a list of connectors as examples. As you add new connectors, they will appear within your list.

5. After your connector is set up, you may Edit, Import Users, Adjust Settings, or

Delete an integration by clicking on the Actions button to the right.

Remember: The options you have available to you are dependent on the integration you have set up. Also, it is important to note that you may NOT delete an integration if it is associated with a filter.

Your team-building skills are soaring now! Check out these articles for more helpful tips and tricks:

Interactions Settings

Creating Customer Interaction filters

Selecting Customer Interactions

Basic Configuration Step 1: Adding Users

Basic Configuration Step 2: Managing Users

Basic Configuration Step 3: Creating and Managing Teams

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