Convoso
Cloud contact center lead and campaign management
Connect to Convoso cloud contact center to manage leads, campaigns, agents, lists, callbacks, DNC entries, and call recordings
Look up data, search, list, and analyze
Create new things, update existing ones
Delete records and clean things up
Search Leads
readSearch for leads in Convoso. Filter by phone number, list, status, date range, and more. Returns matching lead records with contact info and disposition data.
Search Recordings
readSearch for call recordings in Convoso. Filter by date range, phone number, campaign, agent, or lead. Returns recording metadata with URLs.
List Campaigns
readList all campaigns in Convoso. Returns campaign IDs, names, statuses, and configuration details.
Search Agents
readSearch the Convoso agent monitor to view agent statuses, current calls, and activity. Useful for real-time monitoring of call center agents.
Search Lists
readSearch for lead lists in Convoso. Returns list IDs, names, sizes, and associated campaigns.
Search Callbacks
readSearch for scheduled callbacks in Convoso. Callbacks are scheduled return calls to leads.
Search Dnc
readSearch the Do Not Call (DNC) list in Convoso. Check if a phone number is on the DNC list or browse all entries.
Add Lead
writeInsert a new lead into Convoso. Requires at minimum a list_id and phone_number. Optionally include name, address, email, and custom fields. Returns the created lead ID.
Update Lead
writeUpdate an existing lead in Convoso. Requires the lead_id. Any provided fields will overwrite the existing values.
Set Campaign Status
writeChange the status of a campaign in Convoso. Use to start, pause, or stop a campaign.
Logout Agent
writeForce-logout an agent from Convoso. Removes them from the dialer session.
Create List
writeCreate a new lead list in Convoso. A list is a container for leads that can be assigned to campaigns.
Update List
writeUpdate an existing lead list in Convoso. Change the name, campaign assignment, or active status.
Create Callback
writeSchedule a new callback in Convoso. A callback is a reminder to call a lead back at a specific time.
Update Callback
writeUpdate an existing callback in Convoso. Change the scheduled time, agent, or comments.
Add To Dnc
writeAdd a phone number to the Do Not Call (DNC) list in Convoso. Prevents the number from being dialed.
Create Status
writeCreate a new lead status/disposition in Convoso. Statuses categorize call outcomes (e.g. Sale, No Answer, Callback).
Update Status
writeUpdate an existing lead status/disposition in Convoso. Modify the name, category, or selectability.
Update Call Log
writeUpdate a call log entry in Convoso. Modify the disposition or other details of a completed call.
Delete Lead
deleteDelete a lead from Convoso by lead ID. This action is permanent and cannot be undone.
Delete List
deleteDelete a lead list from Convoso. This also removes all leads in the list. Cannot be undone.
Delete Callback
deleteDelete a scheduled callback from Convoso.
Remove From Dnc
deleteRemove a phone number from the Do Not Call (DNC) list in Convoso. Allows the number to be dialed again.