1. Make sure you have your Jive login instructions & your Call Insight number provided to you by Dental Intelligence.

2. Log into your Jive admin portal: https://my.jive.com/pbx/ OR Call 877-548-3003 to have the Jive support team assist in the setup process.

3. Identify what extension your practice’s main number is routing to

4. Configure the Call Insight number to ring either through the practice’s primary Ring Group the Main Dial Plan. (When the number is called will determine when the popup is initiated. If you want a popup to occur with all calls and not just with open hours calls to the office, you may need to configure in multiple places).

a. If Ring Group:

b. If Dial Plan:

  • Add an “External Number” node before the node that will ring the phones

  • Enter the Call Insight Number

  • Set Timeout to 1 second

  • Make sure “Confirm Call Pickup” is UNCHECKED

  • Make sure “Pass Through Caller ID” is CHECKED

  • Click “SAVE”

If you have any issues completing the configuration, please feel free to set up an appointment with one of our Call Insight Specialists.

Click here to set up the appointment

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