Auto Call Start/End Connectors

Updated: September 24, 2024

Connectors are agent dashboard buttons that can be customized for a variety of functionality. Connectors trigger one or more tasks such as in-browser HTTP GET or POST requests.

What is An Auto Call Start and Auto Call End Connector?

Auto Call Start/End Connector is a feature that auto-triggers a connector based on an answered call or a call that has ended. For an answered call, it may be a live answer or a voicemail answer. Essentially, it's "listening" for the phone to "throw" a confirmed event in order to trigger the connector.

For example, let's say we have a connector that triggers a GET request from Zillow. When the connector is setup as an Auto Call Start, and a call is answered, instead of manually clicking the connector button, the connector auto-populates the Zillow page on the agent's dashboard. This alleviates the need to take any further action to initiate a connector task.

Additionally, Auto Call End connectors are technically the same, however, it triggers when the call has ended. 

Create the Connector

Before this feature can be used, a connector must first be created. Click HERE to read about setting up connectors.

Assign An Auto Call Start/End Connector

Auto Call Start/End connectors are set up on each individual user account.

Go to: Account > Users > Edit > General section, then scroll down to the "Auto Call Start Connector" "Auto Call End Connector" section. From the drop down menu, select a connector and click Submit to finish.

Repeat for all other agents if required.



Pop-Up Blocker

Lastly, if the connector is set up with "Open In New Window" option enabled, the browser's pop-up blocker will need to be disabled and allowed for Call Tools. You can do so by calling your cell, answer the call, and check for any pop-up blockers. After adjusting the browser settings, try once more and verify the pop-up blocker is not blocking the connector. (See below)



Final Thought

It's important to test this feature before utilizing it with live contacts to ensure it's working as intended.

Note: After any changes are made to either the Auto Call Start or Stop feature, such as adding or removing connectors, agents will then need to refresh their page in order for the new changes to take effect on their dashboard. Otherwise, the agent will continue with the old settings/assignments until they refresh.

Please reach out to support with any questions.