Here is a step-by-step guide for you to seamlessly create a bridge between the two platforms.
With Floatbot, seamlessly connect your bot with RingCentral using this guide.
1. To do that, you must first log in to your Floatbot account.
For reference, you can check How To Sign Up On Floatbot
2. Scroll down the left panel and navigate to Marketplace> AppXchange and click on it.
3. Go to the Search Bar located at the top left corner of the AppXchange dashboard and search for RingCentral. Click on the RingCentral when it appears in search results. Next, click on the Install button at the top-right corner of the dashboard.
4. Once you have installed RingCentral, it is time to configure it. Click on the Configure button.
5. The RingCentral configuration setup box will appear.
6. From the Selected Bot dropdown menu, select the bot you wish to integrate with RingCentral.
7. Open your RingCentral account and fetch the following details – API Access Token, Domain and Security Key. Enter all these details in the designated fields of RingCentral configuration setup box.
Checkout the RingCentral Steps section that shows how you can generate API Access Token, Domain and Security key (Step 8, Step 11 – RingCentral Steps)
Click on the Update button when done.
1. Log in to the RingCentral dashboard and go to Admin and then click on the </> button at the bottom of the left panel (colored in blue).
2. Next, click on API access tokens
3. Click on the Add button on the top-right corner
4. From here, you can create a new API access token. Provide a Name (let’s say Floatbot Access Token Dummy) to your token and then select an Agent from the Agent dropdown menu. Click on the Save button when done.
Note: Whatever name you provide and select during this phase will be shown to the customer when he/she is trying to interact with your RingCentral channel(s).
5. Once saved, the token will be listed in the RingCentral API access tokens list. Click on it.
6. Copy the Token link and paste it on Floatbot (refer step 7 - Floatbot)
7. Click on the </> button at the bottom of the left panel (colored in blue) again and then click on Webhooks. You can create a new webhook from here.
8. Paste the Webhook URL being shown on Floatbot (refer step 7, Floatbot)
9. Select the required channel/channels from the Channels dropdown menu. In a live scenario, when a customer interacts on any RingCentral digital channel (through the channels we have selected from here), the designated bot will start responding.
10. Now, select the events that will trigger bot response from RingCentral from the Subscriptions > Registered Events dropdown menu.
11. Once done, the Secret Key will be generated which you need to copy and paste on the Floatbot dashboard (refer to step 7, Floatbot)
1. Visit engage.ringcentral.com and go to Admin>IVR designer
2. Click on New Group at the top-right corner.
3. Provide a name to the IVR group (let’s say “Test Group”) and click on the Save button
4. The IVR group will be listed now. Now, you create new IVRs from here. Click on the IVR group and then click on the + New IVR button.
5. The IVR Settings section will open. Provide a Name and Description of the newly created IVR. You can also turn on the Enable Debug option and provide a Debug Email in case you want to conduct some test calls. Click on the Save button once done.
6. Click on the Number assignment in the left panel.
7. Inside Numbers assignment, you can add the numbers you have in RingCentral.
8. Next, click on the IVR studio in the left panel.
9. The IVR Studio script will open. When someone calls a RingCentral number, it will redirect to the IVR group and then forwarded to the IVR that you have created. In the end, it will land on the studio script.
There are multiple action items available in the left panel which you can simply drag and drop on the right panel to create a chain of actions.
10. The Route (Route_0) is the centrepiece of Floatbot-RingCentral Integration. Enter the Node ID and select a SIP from the Type dropdown menu, input the URL – {ringcentralnumber@floatbotID} and select the Ring Duration.
11. Next, you must select ANI from the Caller ID No other changes are required for voicebot integration. Click on the OK button when done.
