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Xelion integration

An agent that looks along in your Xelion

Ipster looks up the caller in Xelion, checks whether the right colleague is available and transfers the call. You simply keep working with your own PBX.

Xelion

Ipster and Xelion, directly connected

What the agent does

The actions the agent performs in Xelion

You choose which actions the agent may use. This works for phone calls.

Recognise the caller

At the start of the call the agent looks up the caller's number in Xelion. That way it knows who it is talking to.

Look up a colleague

If the caller mentions a name, the agent looks it up in Xelion. If there are several matches, it asks and never guesses.

Check presence

Before transferring, the agent checks in Xelion whether the colleague is available.

Transfer to the colleague

If the colleague is available, the agent transfers the caller straight away, without another confirmation question.

Check the line status

The agent fetches the current night mode of a phone line, including a manual change. For questions about opening and closing, it uses that status.

Offer an alternative

If nobody is available, the agent says so in its own words and asks what the call is about, so a colleague can help or a message can be taken.

What a call looks like

From call to transfer

  1. 1

    Your customer calls

    Ipster answers and looks up the caller's number in Xelion.

  2. 2

    The agent helps

    It hears what the caller needs and looks up the right colleague.

  3. 3

    The status checks out

    The agent checks in Xelion whether that colleague is available.

  4. 4

    The call goes through

    If the colleague is available, the call is transferred straight away. If not, the agent offers an alternative.

What the caller and your colleague notice

  • Caller · By Ipster

    Hears a ringtone while it rings

  • Colleague · By Ipster

    Is only called when available

  • Line · By Ipster

    Current night mode from Xelion

You decide

You stay in control

Choose the actions

Switch each action on or off, from recognising callers and checking the line status to transferring calls.

Decide who counts as reachable

After Test connection you see the status labels of your own Xelion environment. You choose which of them count as reachable, and only then does the agent transfer the call.

Set up the transfer

Choose whether your colleague sees the agent's number or the original caller's number. If you like, the recording and the transcript carry on after the transfer.

How to connect it

Connected in three steps

01

Create an API user

Create a separate user account for Ipster in Xelion, without multi-factor authentication.

02

Connect Xelion

Enter the address of your Xelion environment, the tenant, the username and the password, and click Test connection.

03

Choose the actions

Decide what the agent may do and which statuses count as reachable. Tell it in the prompt when to use it.

Use a separate API account without multi-factor authentication, because Xelion does not allow it to be handled automatically.

Frequently asked questions

About the Xelion integration

No. Ipster works alongside your existing Xelion environment. The connection reads colleagues, presence and line status, and the agent transfers the caller to the chosen colleague.

The address of your Xelion environment, the tenant (usually master on a single-tenant system), and the username and password of a separate API account without multi-factor authentication.

The agent reads the colleague's status from Xelion. With Test connection you fetch the status labels of your environment and choose which ones count as reachable. Only then does the agent transfer the call.

The agent asks live for the current night mode of a phone line, including a manual change by you. When someone asks whether you are open, it uses that status and does not work it out itself.

The agent then does not transfer the call and explains it to the caller in its own words. It asks what the call is about, so a colleague can help or a message can be taken.

Let your agent work with Xelion

Book a demo and see how Ipster looks up the caller, checks presence and transfers the call.

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