Author Archives: DoorVaani

About DoorVaani

Founder and owner of DoorVaani.com.

DoorVaani Telephony Integration with LeadSquared CRM

Progressive organisations want to use CRM solutions for efficiently managing their customer interactions. It will be a lot more convenient for sales and marketing personnel when cloud telephony service is integrated with the cloud CRM they use. DoorVaani cloud telephony service readily integrates with one such (among others) cloud based popular CRM called LeadSquared. This article explains how to use DoorVaani as an integrated service within your LeadSquared CRM account.

LeadSquared CRM DoorVaani Telephony Integration

DoorVaani has developed a very easy to use API that works with “Universal Telephony Connector” of LeadSquared CRM. You can set up this “Universal Telephony Connector” to work with your DoorVaani account within a few minutes. Please follow the steps given below to get this done:

  1. In addition to a LeadSquared CRM account with admin level access, you need a DoorVaani account to start with and if you don’t have one yet, you can register your account for free at https://doorvaani.com/register
  2. You need at least one VOIP Line (a.k.a. SIP Account) in your DoorVaani account. If you don’t have a VOIP Line, please refer to http://doorvaani.com/blog/how-to-create-a-voip-line/ and create one. To place outbound calls, you would need a positive talk-time balance on your VOIP Line. Please refer to http://doorvaani.com/blog/how-to-add-talk-time-balance/ for information on adding talk-time balance to your VOIP Line.
  3. Finally  you need at least one DID Local Phone Number or Toll-free phone number in your DoorVaani.com account. To get a Phone Number, please use “MY PHONE NUMBERS > Buy Phone Numbers” menu accessible from the left hand side in your DoorVaani.com account.
  4. DoorVaani.com will give you a unique CRM UserID and a API Secret key that you would need to enter in your LeadSquared “Universal Telephony Connector” settings screen. Please e-mail us on support@doorvaani.com to get your CRM UserID and API Secret Key. In your E-mail request please include your LeadSquared API Host, Access Key and Secret Key. Please refer to the screen shots in #20 below for information on how to get these three values. In the e-mail request also share your Call Route API – Lead Route V2 URL, Agent Popup API URL and Call Log API URL Please refer to the screen shots in #21 below for information on how to get these three URLs. Please ensure you e-mail us through your DoorVaani.com registered login e-mail id. You must protect your API Secret Key and should not share it with anyone else. Just in case your API Secret Key is compromised, please immediately inform us and get a new API Secret Key from us.
  5. Ensure that a) The country/countries you want to call is/are added to your DoorVaani.com “MY DASHBOARAD > Outgoing Call Countries” menu accessible from left-hand side.
  6. Once you have all of the above, please login into your LeadSquared account with admin privileges and click on “Apps > Apps Market Place” from the main menu in the top.

    LeadSquared Apps Marketplace

    LeadSquared Apps Marketplace

  7. In the LeadSquared Apps Market Place screen, please click on “Telephony” menu from the left hand side.

    LeadSquared Telephony Menu

    LeadSquared Telephony Menu

  8. Click on “Universal Telephony Connector” tile.

    LeadSquared Universal Telephony Connector

    LeadSquared Universal Telephony Connector

  9. In the “Universal Telephony Connector” screen, mouse over the “SETTINGS” drop-down and then click on “Configure”. If not yet installed, you may need to “install” the Universal Telephony Connector before you can see the “SETTINGS” drop-down menu.

    Configure LeadSquared Universal Telephony Connector

    Configure LeadSquared Universal Telephony Connector

  10. In the “Configure Universal Telephony Connector” popup, please click on the “+” sign in the top right to add a new connector.

    LeadSquared Add Virtual Number

    LeadSquared Add Virtual Number

  11. In the “Add Connector” screen, please select “Connector Type” as “LeadSquared Generic Telephony Connector” and you may name it as “DoorVaani” or any other name of your choice.

    LeadSquared Add Connector Screen

    LeadSquared Add Connector Screen

  12. On the DoorVaani connector tab, click on “Virtual Numbers” from the left hand side and then click on the “Add” button and then enter your DoorVaani.com DID Local Phone Number or Toll-free number and enter an identifier name like “DoorVaani Number”. Please refer to #3 above for full details on how to get a DoorVaani.com Local/Toll-free phone number.
    Add Virtual Number

    Add DoorVaani Virtual Number in LeadSquared

    If you have any changes in your virtual numbers you can also edit them by clicking on the edit icon as shown below.

    DoorVaani Virtual Numbers Edit

    DoorVaani Virtual Numbers Edit

     

  13. Now click on “Agent Popup API” from the left hand side, click on the “Enable” check box to “enabled on” and then click on the “Save” button.

    LeadSquared Agent Popup API Settings

    LeadSquared Agent Popup API Settings

  14. Now click on “Click 2 Call” from the left hand side and please enter in the various inputs as given here (refer to the screen shot below): a)URL  as https://doorvaani.com/ctc , b) HTTP Method as Post, c) Response keyword as “success” (without the quotes and all in lowercase letters), d) Request Type as JSON, e) Response Type as Text, f) Enable check box as “enabled on” and g) Data Template as in the following (including the curly braces) and replace the values of the last two parameters i.e. dv_api_key and dv_crm_user_id as received by you from DoorVaani (please refer to #4 above to get these values) and save your updates: {“PhoneNumberWithCountryCode”:”@PhoneNumberWithCountryCode”,”AgentNumberWithCC”:”@AgentNumberWithCC”,”AgentNumberWithoutCC”:”@AgentNumberWithoutCC”,”VirtualNumberWithoutCC”:”@VirtualNumberWithoutCC”,”VirtualNumberWithCC”:”@VirtualNumberWithCC”,”leadId”:”@leadId”,”leadPhone”:”@leadPhone”,”agentName”:”@agentName”,”agentEmail”:”@agentEmail”,“dv_api_key”:”*********“,”dv_crm_user_id”:”n}

    LeadSquared Click 2 Call Settings

    LeadSquared Click 2 Call Settings

  15. Now go to “Manage Users” screen of your LeadSquared account and do these edits (click on the settings gear wheel of the respective user and select Edit) to the CRM user (Repeat for all of your CRM users):

    LeadSquared Manage Users Menu

    LeadSquared Manage Users Menu

  16. LeadSquared Edit User Menu

    LeadSquared Edit User Menu

    a) Edit User > Details : Agent Phone Numbers – Please enter the DID / Toll-free number you have bought from DoorVaani.com (LeadSquared CRM requires every user/agent to have a unique Phone Number).

    LeadSquared Edit Agent Phone Number

    LeadSquared Edit Agent Phone Number

    b) Edit User > Other Details: Telephony Agent Id : Please enter your DoorVaani.com VOIP Line username as your Telephony Agent Id (exactly same as you have in your DoorVaani.com account and it is case sensitive), Each one of your agents must have his/her own unique telephony agent id – You can get as many VOIP Line user Ids as you need from your DoorVaani.com account c) Show Phone Call Popup: Yes . Ensure you save your updates.

    LeadSquared Edit User Other Details

    LeadSquared Edit User Other Details

  17. Now you can click on your lead phone numbers to place outbound calls, optionally fill in the popup page that comes up for both inbound and outbound calls (see screen shots of agent popups below) and see your calls log within your CRM admin area by going to “Settings > API and Webhooks > Telephony Logs”. When you click on a lead phone number to place outbound call, you may see a message asking for your confirmation. Just in case you do not want to see the confirmation message you can disable it by selecting “No” to “Show Phone Call Popup” in Edit User>Other Details screen as shown above in #16(b) screen shot.

    LeadSquared Telephony Logs

    LeadSquared Telephony Logs

  18. When a lead phone number is clicked in LeadSquared CRM, you will first receive an inbound call (ensure your VOIP Line is registered to our SIP server through your device like soft-phone/IP Phone/IP-PBX etc) and on  answering that inbound call by you/your agent, the outbound leg of the call towards your lead will be automatically placed by DoorVaani. When your outbound call is answered by your call recipient, you will see a pop-up in your CRM as shown below. Optionally you can enter information about your lead and about the conversation during your call in the popup and click on the save icon in the popup. Just in case you do not want to see the agent popup, you can disable it by “unchecking” the “Enable” check box in the Universal Telephony Connector Settings > Agent Popup API – please refer to #13 above for the screenshot.

    Lead Squared CRM Outgoing Call Popup

    Lead Squared CRM Outgoing Call Popup

  19. When you get an inbound call, you will see the pop-up in your CRM as shown below. Optionally you can enter information about the caller and the conversation you had in your call and click on the save icon. Just in case you do not want to see the agent popup, you can disable it by “unchecking” the “Enable” check box in the Universal Telephony Connector Settings > Agent Popup API – please refer to #13 above for the screenshot.

    Lead Squared CRM Incoming Call Popup

    Lead Squared CRM Incoming Call Popup

  20. You must share your LeadSquared API Host, API Access Key and Secret Key with us (in your e-mail request as in #4 above to DoorVaani for CRM UserID and Secret Key) before we can generate your Unique CRM UserID and DoorVaani API Secret Key. Please refer to the steps shown in the screen shots below to see how to get these values to share with us. If you don’t see any Access keys, please click on “Generate Key” button to generate a new pair of Access Key and Secret Key.
    LeadSquared API Keys Menu

    LeadSquared API Keys Menu

    LeadSquared API Access Key and Secret Key

    LeadSquared API Access Key and Secret Key

  21. In addition to the above three values as shown in #20 above, please include following three URLs (in your e-mail request as in #4 above to DoorVaani for CRM UserID and Secret Key) from your LeadSquared Telephony Connector Settings (Accessible from LeadSquared menu: Apps > Apps Marketplace > Telephony > Universal Telephony Connector > Settings > Configure): a) Call Route API – Lead Route V2 URL, b) Agent Popup API URL and c) Call Log API URL. Please refer to the screen shots below for information on where to get these three URLs
    LeadSquared Call Route API URL (Lead Route V2)

    LeadSquared Call Route API URL (Lead Route V2)

    LeadSquared Agent Popup API URL

    LeadSquared Agent Popup API URL

    LeadSquared Call Log API URL

    LeadSquared Call Log API URL

How to Setup DoorVaani VOIP Provider in LiveAgent?

LiveAgent DoorVaani Integration

LiveAgent is a well known cloud based Multi-channel Customer Service software (SaaS) provider. DoorVaani is a LiveAgent accredited VOIP Service provider with native integration of voice channels and DID Phone Numbers in LiveAgent panel. Once integrated, all of your inbound and outbound voice call interactions with your customers get logged and recorded in LiveAgent panel so that you can efficiently manage them leading to highly satisfied customers. This blog post details how to setup LiveAgent to use DoorVaani VOIP Service and DoorVaani DID Phone Numbers.

  1. If you have not yet signed up with DoorVaani – please do it now for free. Please click here to register your DoorVaani.com account now in about a minute or less.
  2. Once you register your account, you will be able to login into your DoorVaani.com account and immediately create a VOIP Line(a.k.a SIP Trunk or SIP Account). The VOIP Line credentials as entered by you while creating your DoorVaani VOIP Line will be needed by you to enter into the LiveAgent Panel (step 8 below) to get the integrated service.
  3. Please buy a Phone Number (Local Phone Number or Toll-free Phone Number) to be entered in LiveAgent to i) get inbound calls from your customers and ii) set it as your CallerID on your outbound calls. You can buy the Phone Number from the “MY PHONE NUMBERS > Buy Phone Numbers” left hand side menu in your DoorVaani.com account.
  4. Once you have the VOIP Line credentials and a Phone Number from DoorVaani.com – you have everything to do the integration in your LiveAgent Panel. Please login into your LiveAgent panel using the login details provided to you by LiveAgent.
  5. To use the voice call channels in LiveAgent, please ensure calls are “Enabled” in your LiveAgent. By default LiveAgent sets Calls as “Enabled”. To check this, please click on “Configuration” gear wheel icon (at the bottom left corner of your LiveAgent panel), then click on “Call” menu (in configuration menu) and you should see “Enable Call” as checked “on” as shown in the following screenshot.

    Ensure Calls are Enabled

    Ensure Calls are Enabled

  6. To add the Phone Number in LiveAgent Panel: Click on “Configuration” gear wheel icon, then click on “Call” followed by click on “Numbers” in the configuration menu. Now click on “Add” (+) button on the Numbers page that opens up. Please refer to the following screen shot.

    Numbers Add Button

    Numbers Add Button

  7. On the “Call Number Providers” screen – Select DoorVaani as your Phone Number provider. LiveAgent_SelectProvider
  8. On the “SIP Number Provider” screen you need to enter the Phone Number you got from DoorVaani (Step 3 above) and enter the VOIP Line username and password as created by you in Step 2 above. Please ensure that both VOIP Line username and passwords are case sensitive. You need to enter both of these exactly like you have them in your DoorVaani.com account. Just in case you forgot the VOIP Line password, you can reset it in your DoorVaani.com account. Please refer to the following screen shot and the annotations there on to correctly configure your Phone Number.

    DoorVaani Number and VOIP Line credentials

    DoorVaani Number and VOIP Line credentials

  9. Please click on “Save” button and ensure you get a success message. LiveAgent will then connect to our SIP Server using your VOIP Line username and password (a.k.a SIP Trunk). This process is known as SIP Registration. This SIP registration must be successful with no errors. If you see any errors, please ensure you entered the correct Username and Password (both are case sensitive) and also ensure you entered correct Phone Number starting from the country code in E-164 format. How to ensure the SIP registration is successful is discussed below in step 11.

    Click on Save button

    Click on Save button

  10. Once the Phone Number is successfully added it will show up in the “Configuration > Numbers” screen. On this screen click on the “Edit” Icon in the “Actions” columns to see the SIP Registration status of this SIP Trunk.

    Phone Numbers - Click on edit icon

    Phone Numbers – Click on edit icon

  11. On the phone numbers edit screen – ensure that the “Registered State” is “the UAC is successfully registered” as shown in the following screen shot. Any issues must be resolved here before proceeding any further. Most common issues are incorrect VOIP Line username and password (Both are case sensitive). Correct them if required. If you did VOIP Line password reset, please ensure the new password is entered. Any future password resets must be immediately followed by updating here in LiveAgent panel – numbers edit screen.

    Ensure Registered State of uac is successful

    Ensure Registered State of uac is successful

  12. One or more “devices” (SIP Phones) are to be added now. A “device” can be either a VOIP Soft-phone or a Hardware IP-Phone. The configuration in LiveAgent is independent of the actual device you are going to use to make and receive VOIP Calls. This step simply gives you the SIP Credentials (username and password along with host name) that you will need to connect the actual device. You can use any standards compliant device and you can change the device at any time if needed. Suggested soft-phone device is “ZoiPer IAX SIP Soft-phone” (for Windows / Mac PCs or Android/iOS Mobiles) and suggested Hardware IP Phone is GrandStream GXP1620 (or GXP1625). These are just suggestions any you can use any standards compliant (RFC3261) device of your choice. To add a device, click on Configuration Gear Wheel and then click on “Devices” item under “Call” and click on  + button. If you don’t see “Devices”, please search for “Device” in the configuration search box. Please refer to the following screenshot.

    Create Device Button

    Create Device Button

  13.  On the “Create SIP Phone” Screen – Please enter any number and any name of your choice to identify this device and click on the “Create” button.

    Create Device - SIP Phone

    Create Device – SIP Phone

  14. Once the device is created, you can see it listed on the devices page. Please click on the “View” icon in the “Actions” column to see the SIP Credentials(SIP Username, SIP password and Host) of this device (SIP Phone).

    Devices - SIP Phones

    Devices – SIP Phones

  15. Make a note of the correct SIP Credentials (Host, Username and password) from the “View SIP Phone” page. Enter these credentials in your agent’s soft-phone or IP Phone and ensure that the phone device is successfully registered to the LiveAgent SIP Host. If you are using ZoiPer Soft-phone, you can search for ZoiPer configuration for your platform in this DoorVaani blog. For example configuring ZoiPer on Android is described here with screen shots.

    View SIP Phone Credentials

    View SIP Phone Credentials

  16. If not already created, you need to create one or more agents in your LiveAgent panel. To add agents, click on configuration gear wheel, click on “Agents” menu in configuration and the click on + button. Please refer to the following screenshot with annotations.

    Create Agent Button

    Create Agent Button

  17. Enter agent details with correct E-mail id and click on the “Create” button. LiveAgent will email login credentials on successful creation of the agent. The agent can use the credentials received in E-mail and login into LiveAgent panel.

    Create Agent Screen

    Create Agent Screen

  18. Once the agent is successfully created, you can see the agent row on the “Agents” screen. Please click on the edit icon – as shown in the screenshot below – to set the device to be used by the agent. Assigning the device to the agent is very important to make and receive calls by the agent through the device assigned here.

    Edit Agent icon

    Edit Agent icon

  19. On the edit agent screen, click on “Calls” and then select the “device” used by the agent to “Handle the SIP Calls”. Click on save button to save the updates.

    SIP Device assigned to agent

    SIP Device assigned to agent

  20. Test the setup by making and receiving some test calls using your DoorVaani.com phone number. You can get multiple Phone Numbers from DoorVaani.com and also multiple VOIP Lines (SIP Trunks) as per your needs. You can also have multiple inbound and outbound channels – so that more than one call (Inbound or outbound) can be simultaneously made through your VOIP Lines (SIP Trunks). If you have more than one Phone Number from us, you may want to use our “BestMatch” CallerID feature – which dynamically assigns the best CallerID in real-time based on the destination you have called.

Install And Configure ZoiPer on Android

This blog post helps you in installing “ZoiPer IAX SIP VOIP Soft-phone” on Android and also configure it to work with your DoorVaani account. Please refer to the screen shots and follow the annotations made on those screen shots. If you don’t have a DoorVaani account yet, please register for free here.

  1. Go to Google Play Store on your Android device and search for “ZoiPer”. Select “ZoiPer IAX SIP VOIP Softphone ” from the search results.
    Google Play Store Search

    Google Play Store Search for ZoiPer

     

  2. Ensure that the app publisher is “Securax LTD” and then tap on the Install button.
    Google Play Store Zoiper App

    Google Play Store Zoiper App

     

  3. Tap on the open button after the app installation is completed.
    Google Play Store After ZoiPer Install

    Google Play Store After ZoiPer Install

     

  4. On the Terms and Conditions screen, tap on “Agree & Continue”.
    Agree Terms

    Agree Terms

     

  5. On the “Account setup” screen, enter your “DoorVaani VOIP Line username and password”. Please note that both VOIP Line username and password are case sensitive. If you have not yet created a VOIP Line in your account, please create it now. Click here for how to create VOIP Line. If you forgot your VOIP Line password, you can reset it in your DoorVaani.com account. Click here for how to reset VOIP Line password.
    VOIP Line username and password

    VOIP Line username and password

     

  6. Enter hostname: as1.doorvaani.com. Ensure that you entered correct spelling of hostname.
    Enter SIP Hostname

    Enter SIP Hostname

     

  7. “Authentication username” and “outbound proxy” are optional and are not required in our system. Please leave these inputs blank and tap on skip.
    Skip Auth Name outbound proxy

    Skip Auth Name outbound proxy

     

  8. On the “choose configurations” screen, if none of the configurations are found, then select SIP UDP and tap on Finish. Refer to the next item if one or more of the configurations are found. Please note that “Not found” is not an issue.
    Configuration SIP UDP Selected

    Configuration SIP UDP Selected

     

  9. If you see SIP TCP found, then you can select it and tap on the finish button.
    Configuration SIP TCP Selected

    Configuration SIP TCP Selected

     

  10. Tap on Allow for ZoiPer to make and manage phone calls.
    Allow to Manage Phone Calls

    Allow to Manage Phone Calls

     

  11. You can Deny access to photos, media and files on your device.
    Deny Access to Photos Media Files

    Deny Access to Photos Media Files

     

  12. Tap on “Yes” to “Ignore battery optimisations?” question unless you want to subscribe for “ZoiPer Push Proxy” as an InApp monthly subscription purchase directly in the Google Play Store. Selecting “YES” is required to get inbound calls. If you do not want to get any inbound calls then you can select the “No” option. Please refer to item 21 below for more details on the “Push Proxy” subscription.
    Yes to Ignore Battery Optimisations

    Yes to Ignore Battery Optimisations

     

  13. Cancel the “Do Not Disturb Access” popup message.
    Cancel Do Not Disturb Access

    Cancel Do Not Disturb Access

     

  14. Tap on the 3 bars menu to see ZoiPer main menu.
    3 bars menu and Dial Pad Icon

    3 bars menu and Dial Pad Icon

     

  15. You should see “Account is ready” message in main menu screen. If you do not see this, you should go back to check your username, password, hostname and Internet connectivity etc., If you have access to any other WiFi then switch it over or switch it between Data Connection like 3G/4G and WiFi and see how it goes. If you need to, you should reset your VOIP Line password (refer to item 5 above to see how to reset your VOIP Line password). Any issues will be immediately auto e-mailed to you by our servers so you should watch your E-mail inbox for DoorVaani messages.
    Account is ready in 3 bars menu

    Account is ready in 3 bars menu

     

  16. From the 3 bars main menu you have access to other menus like “Accounts” and “Connectivity” etc.,
    Settings Menu

    Settings Menu

     

  17. From the Settings menu, tap on Accounts to see your account. Here you should see your “Account is ready”. If you don’t see your account as ready, please refer to item 15 above on the possible causes and fixes. Here the account name you see is the default name chosen by ZoiPer.
    Account Ready with Default Name

    Account Ready with Default Name

     

  18. Tap on the 3 dots icon of your “Account Name” in Accounts screen to see full details of your account. You can see hostname and your “VOIP Line username” as entered by you here. You can also change these values along with changing the “VOIP Line password” from this screen.
    Account Details

    Account Details

     

  19. Tap on “Account Name” to change the default account name created by ZoiPer to a name you like or easier for you to recognise your account. One of the suggested Account Name is simply “My DoorVaani Account”.
    Account Name Edit

    Account Name Edit

     

  20. You can now see your updated Account Name in Accounts screen.
    Account Ready with Custom Name

    Account Ready with Custom Name

     

  21. Tap on Connectivity menu from main menu to see your connectivity options. Please ensure that “Keep Alive WiFi” is checked ON and “Run In Background” is checked ON. Both of these options are checked ON by default. If you want, you can subscribe to and/or enable “PUSH proxy” from this screen.
    Connectivity Options

    Connectivity Options

     

  22. Tap on the Dial Pad icon (refer to item 14 above) to open the dialpad to dial outbound calls. You should be dialling the full number starting from country code and then tap on the call button to place the call.
    Dialing and Calling Numbers

    Dialing and Calling Numbers

    Please ensure that you continuously run ZoiPer in the background to get inbound calls. You won’t get inbound calls if your ZoiPer is not running on your device.

Email Forwarding of Inbound SMS

Inbound SMS Messages sent to DoorVaani.com Mobile Phone Numbers of certain countries are E-mail forwarded as soon as received by us. You can manage your Inbound SMS Messages in your DoorVaani.com web account. You can also manage your E-mail forwarding options like changing the E-mail ID on which SMS messages are forwarded or turning on or off of your e-mail forwarding.

Email Forwarding of inbound SMS

Email Forwarding of inbound SMS

This informative blog post explains how to manage your inbound SMS Messages and how to manage your email forwarding options with screen shots. If you are unsure of whether or not your phone number is capable of receiving inbound SMS Messages, you should contact us and we can check the coverage of your phone number purchased from us.

To view your inbound SMS Messages in your web account, please go to “MY PHONE NUMBERS > Inbound SMS” menu accessible from the left hand side menu.

Inbound SMS Menu

Inbound SMS Menu

Inbound SMS messages page looks like in the following screen shot. It has the features listed below:

  1. Search filters input fields in the top of the page. You can filter your search results by the sender, your phone numbers to which messages were sent, dates range in which you received those messages. Leave one or more of these inputs blank to search by “All” values.
  2. You can delete multiple messages by selecting as many check boxes as you want from the left most column and then clicking on the “Delete Checked” button in the bottom of the page. You will be asked to confirm your delete action. You can use the check box in the column header to check/uncheck all of the check boxes in one click.
  3. You can delete one message at a time by clicking on the “trash can” icon in the right most column. You will be asked to confirm your delete action.
  4. You can download all the searched results in pdf file or in csv file by clicking on the download icons in the bottom right side corner.
  5. You will also see pagination links in the bottom of this page, if you have more than 10 SMS Message records.
Inbound SMS

Inbound SMS

To manage your SMS e-mail forwarding options, please click on “MY PHONE NUMBERS > View Phone Numbers” menu accessible from the left hand side menu.

View Phone Numbers Menu

View Phone Numbers Menu

In the “My Phone Numbers” page that opens up from the above menu, you will see “Inbound SMS Fwd. Email” column. This input is auto populated with your account login email id. If you want, you can change the email id and click on the save icon to save the updates. If you want to disable email forwarding of SMS messages, please remove the e-mail id (make it blank) and then click on the save icon. You can do these updates for each one of your Phone Numbers you have in your account. Each one of your phone numbers can have a separate forwarding Email ID.

View Phone Numbers Page

View Phone Numbers Page

If you do not have an account with us yet, you can register your account for free by clicking here.

To buy phone numbers from us please login into your account and go to “MY PHONE NUMBERS > Buy Phone Numbers” accessible from the left hand side menu.

Expense Reimbursement Claims

Currency

Reimbursement Claim

Some of the expenses that our customers may incur in better utilisation of our services may, with a prior agreement with us, be eligible for reimbursement by us. Such customers will be provided access to an online reimbursement claims form. This blog post shows you how to enter your reimbursement claim of pre-agreed and eligible expenses.

ReimbursementClaimsMenu

ReimbursementClaimsMenu

Please click on the “Reimbursement Claims” menu under “MY BILLING” from the left hand side.

Reimbursement Claims Form

Reimbursement Claims Form

You would need to enter the following four inputs on the reimbursement claims form that opens up. All of the information you would need will be be available in the invoice you have received from the seller.

  1. Claim Amount: Please enter the amount you spent on the approved purchase you made.
  2. Seller’s Invoice Num: Please locate the number on the invoice you have received from the seller and enter it in the form.
  3. Date of Invoice: Please enter the date of the invoice.
  4. Briefly describe what this purchase is for. For example ‘Proxy Subscription in-app purchase for Apr 2020’.

Verify all of the inputs you entered and then click on the “Submit Claim” button. You will be asked for the submit confirmation and you can click on “Yes” to submit your claim. You will see a success message when your claim is successfully received by us.

You will be e-mail notified when your claim is processed by us. The proceeds of your claim will be added to your DoorVaani.com “Account Credit” and can be used by you to make any purchases in your DoorVaani.com shopping cart.

You can see your claims log along with the status of the claim and the approved amount in the bottom part of this page as seen in the following image:

Reimbursement Claims Log

Reimbursement Claims Log

VOIP Number use cases

VOIP Numbers, also known as Virtual Phone Numbers and DID (Direct Inward Dialling) Phone Numbers are being extensively used by both businesses (large and small) and individuals as they offer the best features at low prices for the following use cases. The use cases given below are as seen by DoorVaani.com over a long period of time. Many of the requirements of these use cases are met only by a VOIP Number but not by a conventional phone number like landline phone number or mobile phone number.

If you or your business has a similar requirement, you should register your account for free with us and then you can immediately start using our services including buying and using one or more VOIP Numbers.

1. Virtual Presence in a different country or territory

Unlike traditional phone line, VOIP line is not tied up with a physical location so it can be used anywhere you have access to broadband Internet. As businesses want to stay competitive and are looking to cut costs and/or seeking better services, they want to shift their operations to low cost locations often to a different country or territory. In such a case customers or those businesses don’t have to call an International number but simply a VOIP Number local to them resulting in higher levels of customer satisfaction and higher levels of credibility.

VOIP Number Virtual Presense

VOIP Number Virtual Presence

2. User mobility across geographies

Users of VOIP Numbers can freely move across geographical locations like to a different country or territory and still won’t be missing their inbound calls as long as they are connected to the Internet. Mobile numbers offer some limited amount of mobility through “roaming” service but it would be very expensive, if not prohibitive, if you want International roaming to be available to you. Users of VOIP Numbers can use their smart mobile phones (through freely downloadable mobile apps) to make and receive VOIP Calls even while they are on the move provided they have Internet access.

VOIP Number Get Inbound Calls Anywhere

VOIP Number Get Inbound Calls Anywhere

3. Use in areas not served by traditional landlines and/or mobile service providers

As cities and population centres are becoming over crowded, these are bound to expand outwards into new areas along the existing peripheries of these cities. It has now become a fact that these newly developed areas get access to broadband Internet even before any traditional phone services providers or even mobile services providers reach those areas to provide their services. VOIP Number and VOIP services come to the rescue of such users in these areas. It is no longer surprising that these new areas may never get traditional phone line services as those providers will not be able to compete with low cost VOIP Service providers.

4. High volume concurrent calls

Fast growing businesses will often need to make and/or receive a very high number of concurrent calls in situations like sudden splurge in demand or during the new product or service launch promotion events etc., VOIP Service providers can instantly scale up to the needs of such businesses without charging them any extra fees or asking them for long term commitments.

5. Reduce and/or eliminate hardware devices used in communications

Owning and maintaining multiple hardware devices for voice communications is not only expensive but creates a lot of clutter in your work space. VOIP Number enables you to use your existing devices like your desk computer or your smart mobile phone for your voice communications. For those of you who want to use dedicated hardware desk phone (I agree that it has its own advantages over the soft-phones), you can still reduce the number of hardware phones to just one by using VOIP while you can still have any number of VOIP Numbers, possibly of multiple countries, sending your inbound calls to the same device.

6. Advanced call features

VOIP Numbers offer many advanced features which are generally not available in conventional phone numbers. One such example of the advanced features offered by DoorVaani VOIP Numbers is “User defined work hours and holiday work hours” based inbound call routing.

7. Network Convergence

Enterprises that are looking to converge their voice and data networks should be switching over to standards based VOIP Service providers. Each one of the employees of these enterprises can have their own dedicated VOIP Number while still be able to make free internal calls, even across geographies, by dialling short extension numbers.

Conclusion

Switching over to VOIP for your voice communication needs almost always results in significant savings in costs while providing higher levels of call quality and feature rich solutions to your voice calling needs. You do not have to be a large company or heavy user to take advantage of these services and savings. Both occasional users and heavy users can reap the benefits alike.

You may also be interested in the following information:

How to get USA Mobile Phone Number for use in creating FAFSA ID: http://doorvaani.com/blog/how-to-get-us-mobile-phone-number-for-use-in-creating-fafsa-id/

Call Recordings on DoorVaani servers

 

Call Recording

Call Recording

DoorVaani provides a very high quality hosted calls recording service that runs on our cloud servers and can be used by both businesses and individuals alike. This is a subscription based service and is priced on a very low per recorded minute basis. All of your call recordings will be done on our secure servers and will be stored on our servers for a maximum period of 30 days from the recording date. You can listen to your call recordings directly from our servers in your DoorVaani.com account and also download your call recordings using our very high powered and full featured call recordings download tools. This blog post discusses how to enable call recordings service in your account and how to effectively use it.

Call Recordings can be enabled in your DoorVaani account on a per username basis. You can also enable call recordings only for inbound calls, only for outbound calls or for both inbound and outbound calls. Additionally DoorVaani provides advanced call recording features like “On Demand” call recording and “Stop Recording” during a call and then “Restart a stopped recording” during the call. If you don’t want to record some sensitive part of the call, for example while taking the credit card number of your customer, you can briefly stop the recording and restart it when you need it. The admin user can also control whether or not to make the “Stop and Restart Call recording” feature available to your users. Voice of all parties in the call is recorded in one file for each call. The best part is you will be charged only for the actual number of recorded call minutes which could be potentially much less than the call duration. Call recordings are available for your review and download immediately after the completion of the call.

Before enabling the call recordings in your account, you should ensure that you follow your local laws if any that control or regulate the recording of calls. Please consult your own legal counsel as we cannot provide you with any legal advice.

How to enable Call Recording in your account?

Please login into your account or if you are already logged in, please click on “MY DASHBOARD > VOIP Lines / Rates / Acct. Credit” menu from the left hand side to be taken to your “My VOIP Lines” page.

VOIP Lines / Rates / Acct. Credit menu

Menu item to click on to reach “My VOIP Lines” page.

From “My VOIP Lines” page, please click on your desired VOIP Line username to go to the “VOIP Line Details page”.

ClickOnUsername

Once you are on the “VOIP Line Details” page, you will see two drop-down boxes in the Call recordings area, one for selecting which calls to record (Inbound or Outbound or Both Inbound and Outbound) and the other one is for enabling the “Stop and Restart” call recordings during the call. Please select the options as per your needs and then submit your updates.

call recording options

Call Recording Options

call recording options down down

The following special sequence of keys are to be pressed during the call to use the advanced features like “On Demand” Call Recording, Stop Call Recording and Start Call Recording during the call:

  • Press #11 for On Demand Call Recording
  • Press #12 to Stop Call Recording
  • Press #13 to Restart Call Recording

You will be shown the per minute call recording rate applicable to you and also the number of days your call recordings will be stored on our server. You must download your call recordings within the given number of days as the call recordings will be deleted and will not be available on our servers beyond this period in any circumstances without any exceptions.

How to listen to your call recordings in your DoorVaani account?

To access your call recordings and to listen to them online, please click on “Call Recordings” menu item under MY DASHBOARD from the left hand side.

callrecordingsmenu

You can filter your call recordings shown on the page by i) username ii) start date iii) end date iv) Called Number / Caller ID – one or more of these filters or by all of them. These filters are provided in the top of the call recordings page.

callrecordingpage

Call Recordings Page

You can listen to the call recording for a limited number of times using the audio controls on the page. A total of 5 transfers, that includes the number of times you listen to a recording plus the number of times you download the recording, are allowed. The last transfer (5th one) must be a download.

How to download call recordings?

There are three different ways you can download your call recordings – that suits different needs.

Call Rec Download Buttons

Call Recordings Download Buttons

i) Click on the download icon on each of the call recording to just download that one single file.

ii) Check multiple call recordings using the check box on each call recording row and then click on “Download Checked” button in the bottom of the page. This way you can download multiple files in “one go” that are shown on the “one” Call Recordings page.

iii) “Download New” button – to download all the call recordings that were never downloaded before. A maximum of 1,000 call recordings or a maximum total of 500 MB of call recordings can be download in one go. If you have more than the above number of “New” call recordings, then you can download them through this button by using it as many times as needed. You must be reloading the page between each download using the “Reload” button. “Download New” files button will be visible only when there are new recordings that can be downloaded are available.

It is advisable to download all of your new call recordings everyday by using the “Download New Call Recordings” button. All of the file names in the call recordings are unique so you can always store them in one folder without overwriting any of the previously downloaded files.

A call recordings download log is saved and maintained on our servers for you to see the full details of your downloads.

Call Recordings Download Log:

Call Recording Downloads Log

Call Recording Downloads Log

The Call recordings downloads log contains information regarding each one of your downloads, that includes the date and time of the download, which button was used to do the download, your ip address from which files were download, number of call recordings in the download, total files size, details of filters (username, start date, end date and Caller ID or Called Number) if any were used, and also the zip file name that was downloaded and the manifest filename that was included in the zip file downloaded.

From the call recordings page, for those files that were already downloaded, you can see the full details of the download by clicking on the ellipses icon by the side of the downloaded date / time (please see the below image). This is a very useful feature, since after download (even after 30 days and your call recordings were deleted from DoorVaani server) you will still be easily able to find the zip file in which the particular call recording was downloaded.

Access Download details

Accessing Call Recording Download Details

Call rec download details

Call Recording Download Details page

Contents of the downloaded zip file:

All downloads will be in a zip file format with a unique name for each downloaded zip file. You can safely put all of your downloaded zip files in one folder without worrying for overwriting any old files of the same name. The zip file contains all the selected call recordings with unique file name for each of the recordings. You can always unzip the downloaded zip files in the same folder without worrying for overwriting any of the pre-existing files in the folder.

The downloaded zip file, in addition to the call recordings files, contains a “manifest” file that is in CSV format. This manifest file contains all of the downloaded files details. The purpose of the manifest file is to use it at your end to build a database of your call recordings at your end which can be used to create a web page of call recordings at your end. The first row of manifest CSV file contains the column headers. The columns in the manifest file, in this order are: Recorded Date and Time, Line Username, Call Direction, Called Number / Caller ID, Duration in Seconds, File Name, File Size in bytes and File Extension. The Call Direction can be IN (for inbound calls) or OUT (for outbound calls). The next column, Called Number / Caller ID depends on the call direction (Called Number for outbound calls and Caller ID for inbound calls).

The downloaded zip file also contains a simple HTML file that can be opened in your web-browser and then you can instantly listen to your call recordings from your local computer and local browser from this html file – which does not use your internet connection.

Call Recordings HTML File

Call Recordings HTML File

Weekdays and Holidays Work Hours

Outside of your working hours, you may want your callers to leave you voicemail messages directly without ringing your devices. In your DoorVaani account, you can enter your annual holidays and whether or not you work on those holidays. You can specify your Sunday to Saturday weekday work hours as well as your holidays work hours if any. Any inbound calls that comes to you outside of the working hours set by you will land straight into your voicemail. To access this page, please click on “MY DASHBOARD > Weekdays/Holidays Hours” menu from the left hand side as shown in the figure below.

Weekdays/Holidays Hours Menu

Weekdays/Holidays Hours Menu

Please ensure that you have one or more VOIP Lines created in your account before you try to setup your Weekdays/Holidays hours. If you do not have any VOIP Lines created in your account, you will see a page asking you to create a VOIP Line.

No VOIP Lines Found page

No VOIP Line Found page

If you have multiple VOIP Lines in your account, you can create “groups” of your VOIP Lines, and have the Weekdays/Holidays hours set up by you applicable to all those VOIP Lines in the group. If you have only one VOIP Line, a group of just one VOIP Line is auto created by the system for you. You can also select a Timezone and then enter all of your hours in the selected timezone. Enter any group name of your choice for your easy identification of groups. DoorVaani system auto suggests the group name based on the timezone you select which can be changed by you.

Auto Group of only one VOIP Line

Auto Group of only one VOIP Line

Please select the timezone in which the group works. If you have multiple teams each working in a different timezone then you can create as many groups as the teams you have and then select the timezone for each one of your groups. Once you select a timezone, the current time of the selected timezone will be shown to you. Ensure that you submit your selections to save your group/timezone information.

Select A Time Zone

Select A Time Zone

In the “Weekday Hours” and “Holiday Hours” sections, you can choose one of the three options for the work hours: 1. Closed All Hours, 2. Open All Hours and 3. Open during given hours as applicable to you. If you select the 3rd option “Open during given hours” you can enter your “Start Time” and “End Time” of your working hours. Start and End times can be entered in increments of 15 minutes. If you work overnight (beyond mid-night) then the system will auto detect it and display “yes” in the “Overnight” column. If you work overnight then your overnight work hours settings will take precedence over the next days settings until the “Stop Time” of your overnight hours. If you work in multiple timespans on any day, for example 9:00 AM to 1:00 PM and 2:00 PM to 6:00 PM, you can add “additional timespans” and enter those start and end times. In the picture below take note of the “Overnight Hours” of Wednesday and “Time-span 2” of Thursday. To add additional time-spans, please click on the “Add Timespan” icon in the “Actions” column.

Weekday Hours

Weekday Hours

Additional time-spans can be added through the screen opened up when the “Add Timespan” icon in the Actions column is clicked.

Add Time Span Screen

Add Time Span Screen

Please ensure that you submit all of your times before you try to add additional timespans.

To add a “Holiday” please enter the Holiday name and Date. Please note that holiday settings takes precedence over weekday settings. For example the holiday happens to be Friday, then the holiday work hours (or Closed All Hours) takes precedence over the Friday work hours. Holidays can be added upto one year in advance, for example in Year 2019 you can add all holidays of the reminder of the year 2019 and also for the full year 2020.

Holidays Add - Enter holiday name and date

Holidays Add – Enter holiday name and date

Please note that the newly added holiday is set to “Closed All Hours” by default and this setting comes into effect immediately. You can update the default setting as per your needs as soon as the holiday is added.

Holiday Added

Holiday Added

Similar to the Weekday hours, you can select “Closed All Day”, “Open All Day” or “Open during the given hours” option for the holidays. When the last option is selected, you can enter the Start and End times of your holiday work hours. If you work overnight on the holiday, overnight work hours can you entered. If you work in multiple timespans on the holiday you can enter such multiple time-spans. You can edit any holiday name and date except when the holiday is already passed.

You can manage VOIP Lines in your Work Hours group (Add VOIP Lines to the group, Remove VOIP Lines from the group, Move VOIP Lines across your groups) etc., by going to the “Manage VOIP Lines” page. You would need to do this when you have new persons added to your teams or people move across teams or take up other roles etc.,

Manage VOIP Lines in work hours group

Manage VOIP Lines in work hours group

Manage VOIP Lines page

Manage VOIP Lines page

To add new group, use the “Add New Group” icon in the top “Group and Timezone” section. Please refer to the picture below.

Add New Group Icon

Add New Group Icon

When you have more than one group added in your account, you can view the list of all of your groups. You can also see all of your VOIP Lines and the group of those VOIP Lines on this groups listing page. You will be able to move the VOIP Lines across your groups from this page. Please refer to the picture below to see the icon to access this page.

List All Groups

List All Groups

Groups And VOIP Lines List

Groups And VOIP Lines List

You can see the current time of the group, in the groups timezone and also the current status of the group like “Open” or “Closed” or “Default” and the exact reason for the status like “Monday Open 9:00 AM to 5:00 PM” or “Closed – Outside work hours” etc., If there is no data or no settings were saved for the current time you will see “Default” as the current status. For the “Default” current status – DoorVaani system default settings apply. In the default settings if the VOIP Line is in use when the inbound call comes in, the “busy” voicemail greetings message will be played and if you don’t answer the call, the “unavailable” voicemail greetings message will be played to the caller.

Current Time And Current Status

Current Time of the timezone And Current Status along with status reason