The RingCentral integration provides your firm with real-time communication tools from anywhere in Neos. Using this integration,
Calls are automatically matched to cases and contacts by phone number and displayed in a screen pop (keeping you well-informed before answering a call)
Callers that don't exist in Neos can be instantly created
Caller Details can be immediately captured
Contacts with a phone number in Neos can be automatically dialed
Contact [email protected] for more details on this paid integration.
NOTE: Your firm must already have a RingCentral account with at least the Core plan before activating the integration in Neos. Contact RingCentral to learn more about their pricing options.
In addition to the in-product RingCentral functionality, the Communications Center shows a log of all calls using the integration with the ability to mark items billable for a case.
When the integration is enabled for your firm, a telephone icon will display on the top right of Neos.
For the initial setup, complete the following steps:
Click the telephone icon and Sign In to connect your RingCentral account with Neos.
Enter your RingCentral account Email or Phone Number and click Next.
Enter your RingCentral Password and click Sign In.
Review the Access Request for the RingCentral widget and click Authorize.
Use the dropdown to select the phone number associated with your RingCentral account (e.g., '555-123-4567 – Lorraine Rolston Softphone'). Click the I Accept button.
When the connection is complete, the RingCentral window will close. Return to Neos to see the RingCentral softphone widget.
Refer to Using RingCentral in Neos for details on making and receiving calls, caller details, and the ability to search for Neos contacts or add a new Intake directly from the RingCentral widget.