Universal
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.
POST https://edgeapi.marchex.io/marketingedge/v5/api/groups/{group_id}/numbers
{
"name": "Dental - 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)
GET https://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": "a7927444-a0e5-4c71-8a1e-4d24f15f3e11",
"call_record_redaction": false,
"voice_link": "https://webservice.telmetrics.com/filedownload.ashx/3456CC18-35D9-4C76-A523-87A461D5ED5B/2467581473.mp3",
"call_summary": "The caller scheduled an appointment as a new customer with ABC packaging to ship 20 antiques",
"lead_outcome": {
"lead_reason": "Appointment Booked",
"lead": "true",
"appointment": "true",
"sale": "true"
},
"lead_value": {
"customer_type": "new",
"product_or_service": [
"shipping"
],
"product_or_service_most_interested": "shipping"
},
"topics": {
"pricing_discussed": "true",
"scheduling_discussed": "true",
"purchase_made_during_call": "false",
"other_topics": []
}
},
"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 Description | API field | Possible Values |
---|---|---|
Lead - Was the call a lead | lead | true, false, n/a |
Lead Reason - Why was the call considered a lead | lead_reason | Appointment Booked Appointment Not Available Appointment Not Booked Insurance Not Accepted Appointment Cancelled Service Not Offered Not Accepting New Patients Patient Inquiry/Request for Info Call for or by Physician Appointment - Confirming Appointment - Rescheduling Call for Human Resources or Employment Related Telemarketer/Vendor/Solicitor Call for or by Employee (non-Sales) Billing/Account Question Customer Complaint Other n/a |
Appointment - Was an appointment booked | appointment | true, false, n/a |
Sale - was a sale made | sale | true, false, n/a |
Lead Value
This set of fields contains indicators of value found in a conversation:
Field Description | API Field | Possible Values |
---|---|---|
Customer Type - new or existing customer | customer_type | new, existing, n/a |
Product or Service - product or services discussed during call | product_or_service | generative list of results detected during the conversation |
Product or Service Most Interested | product_or_service_most_interested | generative list of results detected during the conversation |
Topics
This set of fields contains details related to the topics discussed during the conversation:
Pricing Discussed - was pricing discussed during the conversation | pricing_discussed | true, false, n/a |
Purchase Made During Call - was a purchase made during the conversation | purchase_made_during_call | true, false, n/a |
Other Topics - generative list of other topics discussed during the conversation | other_topics | true, false, n/a |
Updated 13 days ago