Engagement integrates with Mango Voice to trigger screen pops when someone calls into your office. Follow the instructions below to complete the integration.
If you are interested in using screen pops but are using a VolP service that is NOT Mango, please follow the instructions here instead.
Set Up Mango Integration
Log in to your Mango Admin Panel
Navigate to the Integrations tab on the left sidebar
On the Integrations list, look for the Engagement [Modento] integration and click the blue Learn More button
Click the Status toggle button to switch it to On. In the Remote ID field,
provide your Remote ID from Engagement (if you need help finding your
Remote ID, it is highlighted in purple in Step 5 below). Click Update
Integration
If your Remote ID contains an underscore, please replace the underscore with an uppercase letter U. Mango Remote ID does not read underscores. For example, if your Remote ID is demo_brilliant, you will need to enter demoUbrilliant.
Go back to your Engagement dashboard and navigate to Settings by clicking the gear icon in the upper right hand corner
Important note: If you are unable to access Settings or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
From the Engagement Settings panel, click into Practice Setup > Screen Pops (highlighted in yellow below). Check the box next to Mango Screen Pops (highlighted in red below) to enable your screen pops
Lastly, you will need to denote which of your Engagement users should receive screen pops. Navigate to the Users tab within the Settings panel. On each user that should receive screen pops, you will need to click Edit and then scroll down to the field that says Extension number for Screen Pops.
Enter the specific extension that user should receive screen pops for, or simply put an asterisk (*) if they should receive screen pops for all calls
Click here to learn about setting up Call Insight and Mango.
Mango Resources
This is a public page updated in real time that displays Mango's uptime. For questions about service delays, outages, and current status, check this site page.
Watch videos demonstrating Mango's features and simple steps to setup. Mango adds new training videos regularly here.
Submit questions, support tickets, and chat with Mango Customer Service representatives. Additionally, you will find a Training Calendar to schedule trainings on how to best use Mango Voice in your office.