What URLs will the CRM team share with the client, and how are they added to the MyOperator panel?

What URLs will the CRM team share with the client, and how are they added to the MyOperator panel?


🧭 Table of Contents


🧠 Overview

The NoPaperForms (NPF) integration with MyOperator involves setting up critical webhook URLs that enable real-time communication between MyOperator and the NPF CRM system. These URLs facilitate counsellor assignment, call tracking, and call disposition updates, ensuring smooth data synchronization between the telephony system and CRM.

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🔗 URLs Shared by the CRM Team

The CRM team will share three important URLs for integration. These URLs handle various tasks such as fetching counsellor details, sending real-time call updates, and updating call dispositions after the call ends.

URL Type

Purpose

getCounsellor URL

Used at the start of the IVR flow to fetch and route to the assigned counsellor.

ivrCallNotification URL

Triggered during the call to send real-time call event updates to the CRM.

ivrCallBackDetails URL

Triggered after the call ends to send call summary, duration, and disposition to the CRM.

Goal: These URLs enable seamless data transfer for real-time call management and accurate lead tracking.

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⚙️ How to Add These URLs to the MyOperator Panel

Follow the steps below to configure the shared URLs in the MyOperator Panel:

Step 1: Log in to MyOperator Panel

  1. Login to your MyOperator panel.
  2. Navigate to APIs and Webhook → Calling Webhooks.

Step 2: Configure Each Webhook

You will need to configure three different webhooks:

A) Add Input Node Webhook

  • Type: Input Node Webhook
  • Method: POST
  • URL: getCounsellor URL (provided by CRM)
  • Content-Type: As specified by CRM (usually application/json)
  • Save the configuration.

B) Add In-Call Webhook

  • Type: In-Call Webhook
  • Method: POST
  • URL: ivrCallNotification URL
  • Content-Type: As specified by CRM
  • Save the configuration.

C) Add After-Call Webhook

  • Type: After-Call Webhook
  • Method: POST
  • URL: ivrCallBackDetails URL
  • Content-Type: As specified by CRM
  • Save the configuration.
Goal: Ensure the webhooks are configured to automatically sync data between MyOperator and the NPF CRM system in real-time.

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✅ Final Checklist

Before going live with the integration, make sure the following tasks are completed:

  • All URLs (getCounsellor, ivrCallNotification, ivrCallBackDetails) have been correctly added to MyOperator.
  • Webhook settings (Content-Type, Method) are configured as per the CRM team's specifications.
  • Test each URL post-configuration to ensure that real-time communication is working properly between MyOperator and NPF CRM.
  • Confirm any missing details, such as Content-Type settings, with the CRM team if needed.
Goal: Ensure that all webhooks are properly configured and successfully tested before integration goes live.

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❓ FAQs

Q1. What happens if I miss adding one of the URLs to MyOperator?
A. Missing any of the URLs will disrupt the real-time data sync, causing failures in call tracking, counsellor assignment, or call disposition updates.

Q2. How can I check if the webhooks are working correctly?
A. Test each URL after configuration by simulating a call flow. Ensure that updates are sent to the CRM correctly at each stage: during the call, after the call, and counsellor routing.

Q3. What should I do if the getCounsellor URL does not work?
A. Double-check the URL configuration and Content-Type. If issues persist, contact the CRM team to verify the URL or request assistance with debugging.

Q4. Are there any specific troubleshooting steps for the ivrCallBackDetails URL?
A. If call summaries or dispositions aren't updating correctly, ensure that the Content-Type is set to application/json and the URL is configured as POST.

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🔗 Related Articles

  • How to Set Up Webhooks in MyOperator
  • Troubleshooting NPF Integration with MyOperator
  • Understanding IVR Call Flows and Webhook Configuration

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🏷️ Keywords

MyOperator integration, NPF CRM, webhook configuration, getCounsellor URL, ivrCallNotification, ivrCallBackDetails, real-time data sync, telephony integration, CRM integration, call tracking