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VoIP and contact centre · Integration

Coperato, connected to Intivion.

Coperato runs the contact centre. Intivion makes sure the result reaches the client record, so calls, outcomes and recordings sync automatically and nothing lives only in the dialler.

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Category
VoIP and contact centre
Status
Live
Connection
Native connector, maintained by Intivion
Typical setup
2 to 5 working days

01What connects

What flows between Coperato and Intivion.

Data comes in as it happens and lands on one record per client. Actions go back the other way.

From Coperato to Intivion

Every call, its duration and outcome
Recordings linked to the client record
Agent availability and queues
CoreBrokerage Intelligence System

From Intivion to Coperato

Click-to-call from AltimaCRM
Call lists ordered by lead score

Used by AltimaCRM, AltimaVoIP.

02What the Brokerage Intelligence System does with it

It reads the data as well as moving it.

A plain integration copies the data across. The Brokerage Intelligence System reads it next to everything else it knows about the client.

Example decision

Lead #48213 is ready to deposit. Call within 5 minutes; Arabic desk.

03About Coperato

Coperato.

Coperato is a cloud contact centre and dialler platform for sales and customer service teams.

04Setting it up

Live in four steps.

Our onboarding team does the connection with you. Your current systems keep running throughout.

  1. Step 1

    Connect the account

    Add the provider credentials and map agents to CRM users.

  2. Step 2

    Choose numbers

    Assign caller IDs per country and desk.

  3. Step 3

    Turn on logging

    Calls and recordings attach to the client automatically.

  4. Step 4

    Go live

    Agents call from AltimaCRM in one click.

05More

More in VoIP and contact centre.

The Brokerage Intelligence System works with all of them, side by side.

SquaretalkVoisoCommPeak

Related reading

Broker Technology

How Brokers Use VoIP Technology to Drive Sales

Questions brokers ask about Coperato.

How Intivion's connection to Coperato handles calling, recording and call outcomes.

Can agents call straight from AltimaCRM with Coperato?

Yes. Agents click to call from the client record, and the call, its outcome and the recording are logged against the client automatically.

Are calls recorded and kept on the client record?

Yes. Recordings are attached to the client, so compliance can find any call in seconds when a complaint or audit comes in.

Do we need to change how we use Coperato?

No. Your team keeps using Coperato for calling. The difference is that every call, outcome and recording now lands on the client record in Intivion.

How does the Brokerage Intelligence System help the sales floor?

Call lists are ordered by lead score, so agents always dial the most valuable lead next, and managers see speed to first call and contact rates per desk.

Will our current setup be disrupted while Coperato is connected?

No. Our onboarding team does the connection with you: we connect your Coperato account, map agents and desks, and check that calls, outcomes and recordings land on the right client. Your existing systems keep running until you're happy to switch.

See Coperato and the Brokerage Intelligence System together.

Bring your setup. We'll show you the decisions the Brokerage Intelligence System makes on a model of your brokerage.

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