Every step, written out
For when you'd rather read, or can't play the video.
- 0:08
Your client list
Every connected sub-account in one list. Live means calls are being sorted. Not live says what's still missing. Token refused means add the client again with a new token.
- 0:30
Connecting a sub-account
It takes two things: the location ID and a Private Integration token made in that sub-account. Vantage checks the token with Nexus Portal, then opens the settings.
- 0:50
Step 1: the Signal number
The number customers ring. Only calls to it are sorted. Calls your team makes are left alone.
- 0:58
Step 2: pipeline and stages
Pick the pipeline, then the stage each kind of call goes to. Stages with matching names are chosen for you, so check them.
- 1:05
Step 3: services
The work on offer. A caller asking for one of these is qualified. Suggest from website drafts the list for you to check.
- 1:12
Saving and going live
Save, and the status turns Live. From then on every inbound call is sorted into the pipeline.
- 1:17
What happens on a call
The call lands in New Leads, then Vantage AI reads it. Wanting a listed service goes to Qualified. Job seekers, sales calls, spam and wrong numbers go to Lost. Anything unclear, hang-ups included, goes to your call-back stage. Opportunities only ever move forward.