The call core: phone calls and AI

5 min Super operators

One connection brings SmartSurv’s phone calls and its AI. Enter the account details you were given, then create or update SmartSurv’s account with one button.

What you will learn

  • Connect the call core
  • Create or update SmartSurv’s account there
  • Know when to ask the technical team

Step by step

  1. Ask SmartSurv’s technical team for the call core details (they come from the call core’s operator).
  2. Open Settings → Connections (app.smartsurvafrica.com/settings/connections) and find Call core (phone and AI).
  3. Set Voice provider to Call core, fill in the details you were given, and optionally the Survey line number (the number respondents call or flash) and Keep call recordings.
  4. Press Save changes and confirm with your password.
  5. Press Create tenant (it reads Update tenant once SmartSurv’s account exists). Each set-up step is listed with a tick or a warning: the account, the survey assistant, outbound calls (never between 20:00 and 08:00) and the call-back after a missed call.
  6. Press Test connection.
  7. Try a call in Research → Simulator → Voice, then watch Research → Calls.

What you will see

  • “Created tenant …” or “Tenant … is up to date”.
  • A warning step tells you what is missing; pass it to the technical team.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 What does Create tenant do?