Adding a FreshCaller integration into Scorebuddy is a one-time only task where you need to authorize Scorebuddy to receive data from your FreshCaller account.
As a Global Admin, navigate to the Score dropdown > Interactions > View Integrations.
If you are adding your first integration, select the tile for "FreshCaller". If you are adding a further integration, click the "Add an Integration" tile, and proceed from there to the below.
The Label and Description are for your reference to help you identify the cases that you are dealing with. If you have multiple instances of FreshCaller it is a good idea to add an identifier to the label and description for these so that they can be differentiated.
The API Key field is where you input the API Key that you have retreived from FreshCaller .
Set a data retention policy which specifies how long you wish for Scorebuddy to store your cases. Once this period has been exceeded the case details are automatically removed from Scorebuddy.
When you are done click Connect FreshCaller to Scorebuddy. You will be shown a confirmation message like below:
You can now use the link to begin matching Agents in Scorebuddy with Agents in FreshCaller . If you prefer to do this later, return to this "View Integrations" page, select your FreshCaller integration to be taken to the "Manage Users" page *
Please note: this is a critical step before you begin to build lists