TSS Total Selling Solutions Integration

TSS Total Selling Solutions Integration

Overview

AutoPlay has built connectivity into the Total Selling Solutions (TSS) platform that will allow users to be able to accurately log their phone calls and to provide a transcript of the conversations

For this integration, AutoPlay has provided an endpoint to TSS. When a call is completed, TSS will notify AP to the endpoint with the Call ID, AP will then query the TSS API for the call details, this will be saved to a lead.

Provisioning

Role Management - TSS Call Capture

A new role has been created that will enable the functionality on a lead. It is user based.



API Management - Add New API Record

Settings > Company Settings > API Management > +



  1. API Record Name
  2. API - Select 'TSS Call Capture'
  3. API Key. This is provided by TSS
  4. Identifier.  This is the TSS 'Organisation ID', provided by TSS
  5. Active
  6. Default Yard

Lead Import - Create Import Record for Calls

System Admin > Imports & Exports > Lead Imports




  1.  Select Client
  2. Portal - Select TSS
  3. Frequency
  4. API - Select 'TSS Call Capture'

Yard API Portal Records

Settings > Company Settings > My Yards > Yard 



  1. Add new record
    1. Portal : TSS
    2. Make: n/a
    3. VMS ID: 'Department ID' Provided by TSS

The final step is to contact TSS - samh@totalsellingsolutions.com.au - and request he activate the webhook for this dealer.  This must be completed for each dealer provisioned.  The webhook tells our system a new Call that qualifies has been created and AutoPlay reaches out to the TSS API to retrieve the call details.  

Workflow

When the above is provisioned on the account, there will be a new section visible within the Lead Detail page with the call data

Lead Detail



  1. Option to Click through to the TSS system
  2. Clicks to Open a pop out of the call transcript
  3. Call Details

Transcript Pop Out



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