Senior Living

Enabling Industry Signals on Numbers

To configure your Tracking Numbers and Number Pools to use Universal signals, you will need to enable the following features in the call record feature by configuring:

  • lead_outcome_enabled - Track qualified leads and booked appointments to measure sales funnel performance and assess interaction effectiveness with potential patients. Analyze conversation outcomes to understand why leads convert or fail, enabling targeted improvements.
  • lead_value_enabled - Evaluate the potential value of a patient lead, enabling your team to prioritize high-impact opportunities, such as high-revenue procedures.
  • topics_enabled - Reveal leading indicators of common needs and recurring pattern.

POSThttps://edgeapi.marchex.io/marketingedge/v5/api/groups/{group_id}/numbers

{
    "name": "Senior Living - Order",
    "group_id": 15068550,
    "status": "Active",
    "phone_number_request": {
        "match_type": "TollFree"
    },
    "call_routes": {
        "route_type": "Basic",
        "route": {
            "termination_number": "9056372046",
            "features": {
                "call_record": {
                    "enabled": true,
                    "record": true,
                    "lead_outcome_enabled": true,
                    "lead_value_enabled": true,
                    "topics_enabled": true
                }
            }
        }
    }
}


Reporting

When Industry signals have been enabled, you will be able to review the results in the conversation_analytics section of the call details API Response - (lead_outcome, lead_value, topics)

GEThttps://edgeapi.marchex.io/marketingedge/v5/api/calls

{
    "paging": {
        "pageNumber": 1,
        "pageSize": 10000,
        "total": 2
    },
    "results": [
        {
            "id": 2467581473,
            "call_type_id": 1,
            "call_type": "Standard",
            "number_id": 13536629,
            "group_id": 15068550,
            "group_name": "Business Leads",
            "time_zone_id": 2,
            "time_zone_name": "Eastern",
            "group_owner_id": 85464,
            "study_name": "Business - Paid Leads",
            "group_owner_name": "11111",
            "billing_group_id": 24139,
            "billing_group_name": "ABC Packaging",
            "caller_identity": 474387804,
            "organization_id": 4455,
            "answer_status_id": 1,
            "answer_status": "answered",
            "ring_duration": 2,
            "call_duration": 53,
            "tracking_number": "2892884176",
            "caller_number": "5555802958",
            "termination_number": "5556372046",
            "conversation_analytics": {
                "call_record_file": "a54aa443-3f6d-4b6c-ab24-0c759565530b",
                "call_record_redaction": false,
                "voice_link": "https://stgwebservice.telmetrics.com/filedownload.ashx/29F07D82-FCA4-4760-AC6C-83BC42609254/2548345414.mp3",
                "transcript": "Caller: Hello. I'm looking for information about your senior living community. Agent: To serve you better, this call may be recorded for training and quality purposes. Caller: My mother is eighty five years old and currently lives alone, but we're concerned about her safety and well-being. Agent: [hold] Caller: She's still quite independent but could benefit from having services and social activities available. Agent: [hold] Caller: Can you tell me about your independent living options, the amenities you offer, and what the monthly costs would be? Agent: [hold] Agent: [hold] Caller: I'd also like to schedule a tour to see the facilities and meet some of the staff. Caller: When would be a good time to visit? Agent: [hold] Caller: Thank you. Agent: [hold] ",
                "call_summary": "The caller is inquiring about independent living options at the senior living community for their 85-year-old mother who lives alone.  They are interested in services, amenities, monthly costs, and scheduling a tour.  The caller achieved their goal by gathering information and scheduling a tour to visit the facilities and meet the staff.",
                "industry": "Senior Living",
                "lead_outcome": {
                    "lead_reason": "Appointment/Tour - Not Booked",
                    "lead": "true",
                    "appointment": "false"
                },
                "lead_value": {
                    "caller_relationship": "child",
                    "product_or_service": [
                        "independent living"
                    ],
                    "product_or_service_most_interested": "independent living"
                },
                "topics": {
                    "amenities_discussed": "true",
                    "deposit_inquired": "false",
                    "long_term_care_insurance_discussed": "false",
                    "medicaid_mentioned": "false",
                    "medicare_mentioned": "false",
                    "minimum_length_of_stay_discussed": "false",
                    "move_in_cost_inquired": "false",
                    "pricing_discussed": "true",
                    "scheduling_discussed": "true",
                    "amenities_list": [
                        "services",
                        "social activities"
                    ],
                    "other_topics": [
                        "activities"
                    ]
                }
            },
            "start_time": "2025-01-08T14:41:32.000",
            "answer_time": "2025-01-08T14:41:44.000",
            "end_time": "2025-01-08T14:42:37.000",
            "start_time_utc": "2025-01-08T19:41:31.830Z",
            "answer_time_utc": "2025-01-08T19:41:43.910Z",
            "end_time_utc": "2025-01-08T19:42:37.123Z",
            "status": "complete"
        }
    }
}

Lead Outcome

The following details related to lead outcome will be present in your request to retrieve call details:

Field DescriptionAPI fieldPossible Values
Lead - Was the call a leadleadtrue, false, n/a
Lead Reason - Why the call was or was not considered a leadlead_reason

  • Appointment/Tour - Booked

  • Appointment/Tour - Canceled

  • Appointment/Tour - Confirming

  • Appointment/Tour - Not Available

  • Appointment/Tour - Not Booked

  • Appointment/Tour - Rescheduling

  • Billing/Account Question

  • CSR Says They Will Call Back

  • Call for Directions or Hours of Operations

  • Call for Human Resources or Employment Related

  • Call to a Resident

  • Caregiver, healthcare, or physician related call

  • Commit to In Home Visit

  • Customer Complaint

  • Customer Said They Will Call Back

  • Indeterminate

  • Insufficient Conversation

  • Insurance Not Accepted

  • Maintenance Request

  • Non-Lead - Other

  • Price Issue

  • Remove from Mail or Call List

  • Service Not Offered

  • Telemarketer/Vendor/Solicitor

  • Undetermined Intent

  • Wrong Number

  • n/a
Appointment - Was an appointment bookedappointmenttrue, false, n/a
Sale - was a sale madesaletrue, false, n/a


Lead Value

This set of fields contains indicators of value found in a conversation:

Field DescriptionAPI FieldPossible Values
Customer Type - new or existing customercustomer_typenew, existing, n/a
Product or Service - product or services discussed during callproduct_or_service55+ or active adult communities
assisted living
ccrc
hospice care
independent living
in-home
memory care
nursing homes
residential care homes
senior apartments
not detected
n/a
indeterminate
Product or Service Most Interestedproduct_or_service_most_interested55+ or active adult communities
assisted living
ccrc
hospice care
independent living
in-home
memory care
nursing homes
residential care homes
senior apartments
not detected
n/a
Caller Relationshipcaller_relationshipchild
sibling
spouse
parent
self/not detected
n/a

Topics

This set of fields contains details related to the topics discussed during the conversation:

Pricing Discussed - was pricing discussed during the conversationpricing_discussedtrue, false, n/a
Scheduling Discussed - was scheduling discussed during the conversationscheduling_discussedtrue, false, n/a
Amenities Discussedamenities_discussedtrue, false, n/a
Amenities Listamenities_listgenerative list of results detected during the conversation
Deposit Inquireddeposit_inquiredtrue, false, n/a
Move-in Cost Requiredmove_in_cost_inquiredtrue, false, n/a
Minimum Length of Stay Discussedminimum_length_of_stay_discussedtrue, false, n/a
Medicare Mentionedmedicare_mentionedtrue, false, n/a
Medicaid Mentionedmedicaid_mentionedtrue, false, n/a
Long-term Care Insurance Discussedlong_term_care_insurance_discussedLong-term Care Insurance Discussedtrue, false, n/a
Other Topics - generative list of other topics discussed during the conversationother_topicsgenerative list of results detected during the conversation