PSA / CRM Specific Guides Available
This is general configuration guide that applies to all PSA / CRM integrations with 1Stream. See links below for guides specific to your PSA / CRM:
About Catch All Company & Contact
We have several features centered around service ticket creation in your connected PSA / CRM. The integration runs a lookup of the caller's phone number in your connected PSA / CRM to determine if there is a matching record to create the ticket against. When there are no results for the caller's number, you need to have a CatchAll company and contact defined in order for the ticket to be successfully created.
Set Catch All Company and Contact
- Login to the 1Stream IQ Integrations Portal
- Navigate to Administration → Manage Organization
- In the Connected Account and CRM Settings section, click on your integrated PSA / CRM (ConnectWise, Autotask, HaloPSA, Syncro, etc.)
- Scroll to the bottom of the new window and find VM to Ticket Settings
- Define your Catch All Company and Catch All Contact in the dropdowns
- Save
The Company & Contact you select here will be used in all aspects of ticket creation via 1Stream. This includes but is not limited to Voicemail to Ticket, SMS to Ticket, and AI Triage Agent.