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 DescriptionAPI fieldPossible Values
Lead - Was the call a leadleadtrue, false, n/a
Lead Reason - Why was the call considered a leadlead_reasonAppointment 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 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_servicegenerative list of results detected during the conversation
Product or Service Most Interestedproduct_or_service_most_interestedgenerative 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 conversationpricing_discussedtrue, false, n/a
Purchase Made During Call - was a purchase made during the conversationpurchase_made_during_calltrue, false, n/a
Other Topics - generative list of other topics discussed during the conversationother_topicstrue, false, n/a