NEXTAGENCY INTEGRATION

Intulse's NextAgency integration merges your phone with your agency management system. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within NextAgency and returns any contact records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in NextAgency and can click on the name to launch their account within NextAgency. You can quickly add call notes to a contact's log and the note will automatically contain all the basic information about the call such as start time, duration, and if the if the call was recorded, a link to the recording. You will be able to start calls to NextAgency contacts directly from within the Intulse App by simply searching for a individual name on the My Phone screen. You can also start text message conversation with NextAgency contacts by searching for them on the Start Conversation screen. Additionally, with the Intulse Companion App installed in your browser, you can start calls or send text messages simply by clicking on a phone number in NextAgency.

To experience the integration between Intulse and NextAgency you will need to use the Intulse App.

CONNECTING NEXTAGENCY TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

1. Open the Intulse App
2. Click the More icon on the menu
3. Click NextAgency in the More menu
4. If you are an Admin of your Intulse account you need to enter your NextAgency Instance Url
   • This step must be completed before each user can complete the following steps
5. Click the Authorize Intulse button
   • This will open new window where you can login to your NextAgency account and authorize Intulse to access your data in NextAgency
6. Once you've completed the authorization process you should see in the Intulse app that the process was successful.

For more information about NextAgency, check out their website!