SalesIQ Docs

The first account on a new install becomes the platform admin.

Open Settings → Inferex AI gateway and paste your Inferex API key. Nothing is transcribed or analyzed until this key is set. It's stored encrypted.

Go to Integrations → Add connector. Two CloudVoice types are supported:

Odoo CRM (two-way)

1. Add connector → Odoo CRM, enter URL, database, username, and an API key, Save.
2. Test connection, then Sync now to pull crm.lead records in as Customers (matched by phone).
3. After a call's intelligence is ready, SalesIQ logs a note on the matching Odoo lead with the summary + Next Best Action + Prep Brief.

CloudVoice (API key)

1. In CloudVoice, create an API key (starts with dgr_…).
2. Add connector → CloudVoice, paste the key (Base URL is prefilled), Save.
3. Test connection, then Sync now to import recent calls.

CloudVoice Call Center (username/password)

1. Add connector → CloudVoice Call Center, enter username + password, Save.
2. Test connection, then Sync now. Recordings are downloaded, transcribed, and turned into Minutes.

Credentials are stored encrypted. You can Disable a connector without deleting it.

Have CloudVoice notify SalesIQ the moment a call ends, instead of clicking Sync. On the Integrations page, expand “Real-time webhook” under your connector to copy these values, then add a Webhook node in your CloudVoice agent:

Endpoint URL (POST):  https://<your-host>/salesiq/api/webhooks/cloudvoice/<connector-id>
Custom header:        X-SalesIQ-Secret: <secret>
Payload template:     {"run_id": "{{workflow_run_id}}"}

When a call ends, CloudVoice posts the run id, SalesIQ verifies the secret, fetches the call, and generates the Minutes. Keep the secret private; re-deliveries are safe.

Push finished Minutes + action items to other tools. Go to Automations → Add automation.

Slack

1. Create a Slack Incoming Webhook and copy its URL.
2. Add automation → Slack → paste the URL → Save → Send test.

Webhook (your app / Odoo / Zapier)

1. Add automation → Webhook (POST JSON) → enter your endpoint URL (and an optional signing secret) → Save → Send test.

Your endpoint receives a POST like this on every completed call:

{
  "event": "call.completed",
  "call": { "id": "…", "agent_name": "…", "direction": "outbound",
            "duration_sec": 168, "status": "completed" },
  "minutes": { "subject": "…", "summary": "…",
               "sentiment": "positive", "outcome": "interested",
               "sections": [{ "heading": "…", "bullets": ["…"] }] },
  "action_items": [{ "title": "…", "priority": "high", "status": "open" }]
}

If you set a signing secret, SalesIQ adds an X-SalesIQ-Signature header (hex HMAC-SHA256 of the body) so you can verify the payload. Delivery is best-effort and never blocks call processing.

No integration needed for a one-off: Upload call → choose a recording (wav, mp3, m4a, ogg, flac) → Upload & analyze.

Calls lists every call and its status. Open one to get two tabs:

• Summary — Outcome, Lead Classification (hot/warm/cold), Confidence and Sentiment; Business Insights (customer & agent intent, risks, opportunities); Action Items grouped by Agent / Customer / Supervisor; and a searchable Agent/Customer transcript.
• Minutes — the clean Minutes of Meeting, downloadable as DOCX / PDF / MD.

Action Items aggregates tasks across all calls.

Every call is automatically linked to a Customer by phone number, so repeat conversations roll up to one timeline. This is SalesIQ's memory — the system of understanding next to your CRM (the system of record); it is not a CRM itself.

1. Open Customers and search by name, phone, or email.
2. Pick a customer to see their Timeline — every interaction in order, each with its AI summary and a link back to the call.

On each customer page, SalesIQ reads the whole timeline and produces:

• Next Best Action — the single recommended next step, with rationale, timing, and priority.
• Follow-up Prep Brief — a snapshot, history recap, open items, risks, talking points, and a suggested agenda to read before your next conversation.

These regenerate automatically whenever a new call for that customer completes. Hit Refresh on the customer page to regenerate on demand.

• Calls stuck on “received” → set the Inferex API key in Settings.
• Test connection fails → re-check the API key / username+password and the Base URL.
• A call shows “failed” → open it to see the error; re-sync or re-upload.
• Next best action / prep brief empty → it generates after a call completes (needs the Inferex key); use Refresh on the customer page.
• Webhook not arriving → confirm the URL, the X-SalesIQ-Secret header, and that the connector is enabled.
• Slack/webhook test fails → re-check the URL; see the automation's last delivery status.