contactpoint/convirza

Administer a Convirza account — users, groups and the org hierarchy, call tags, the caller blacklist, and OAuth API credentials. Use when someone wants to onboard or offboard a user, change a role or group, see the org structure, block or unblock a caller, tidy up tags, or review and rotate API credentials.

Review Convirza agent performance and call quality using scorecards and scored calls. Use when someone asks how their reps or agents are performing, wants a coaching list, asks about quality scores, conversion rates, scorecards or evaluation forms, or wants to know which calls were reviewed. Do not use for raw call volume reporting.

Review and retire Convirza AI voice agents — the voice bots that answer or place calls. Use when someone asks what voice agents exist, wants to understand how one is configured, wants to know which tracking numbers route to an agent, or wants to remove an agent that is no longer used. Creating or editing an agent is not available through this connector.

Report on Convirza call activity — volume, outcomes, missed-call recovery and marketing attribution. Use when someone asks about calls, call history, missed or abandoned calls, call recordings or transcripts, which ad source or campaign drove calls, or wants a call report for a date range. Do not use for agent scoring or call quality reviews.

Wire Convirza into the code in this workspace — install the website call tracking (DNI) snippet in the site's layout, build an endpoint that receives Convirza event subscriptions or call webhooks, or write a client that calls the Convirza API with OAuth credentials. Use when someone is coding against Convirza, asks to "add Convirza tracking to the site", "handle Convirza webhooks", "verify the webhook signature" or "call the Convirza API from our app".

Configure what Convirza measures — campaigns for attribution, keyword and LLM-based insights, custom insight rules, and scorecards. Use when someone wants to create or review a campaign, set up keyword tracking or call analysis rules, audit what is being measured on calls, or manage scorecards and tags used for reporting.

Wire Convirza into other systems — webhooks, event subscriptions and automated call action templates. Use when someone wants Convirza to notify an external endpoint about calls or messages, review or change existing webhook and subscription configuration, or set up automated triggers and actions on calls.

Provision and route Convirza tracking phone numbers. Use when someone wants to find, add, release or audit a phone number, set up or change call forwarding and call flows, configure geographic routing, or set up Dynamic Number Insertion for website call tracking. Involves adding real numbers from a carrier and changing where live calls ring.

Work with Convirza SMS — send broadcasts to contacts who have opted in, manage scheduled broadcasts, and triage the inbound text inbox. Use when someone wants to message an existing contact list, review, reschedule or cancel a broadcast, or work through SMS replies. Recipients always come from the account's own contact lists, and every send is confirmed with the user first.