Phone Call Configurations

Easily place calls to your contacts directly from SmartTask using our IVR integrations. Each call is automatically recorded and attached to both the task and the contact for improved traceability, accountability, and training purposes.

Step 1: Configure Call Recording Integration

Before any call data is visible, each user needs to be connected with your telephony service provider through a configuration.

1. Navigate to Configurations

• Go to the Call Recordings section.

• Click “Configurations” from the top-right.

• Click “+ Add Configuration”.

2. Fill the Configuration Form

You’ll need to complete the following fields:

• Service Provider: Select the supported platform (e.g., Ozonetel Calite).

• For User: Assign the configuration to a specific team member (required).

• Agent Phone Number: Number used by the agent for calling.

• Username: The telephony account’s username.

• API Key: For securely fetching call data.

• DID (Direct Inward Dialing): The agent’s virtual number for receiving calls.

💡 Click Save once filled. This enables real-time call tracking and recording retrieval.