1. Sign Up and Account Creation

1.1 Visit the Flowyte Website

Navigate to flowyte.com and locate the "Sign Up" or "Get Started" link.

1.2 Choose Your Sign-Up Method

Select your preferred sign-up method:

• Email and password
• Google account
• Microsoft account

1.3 Account Verification

If needed, verify your account via the email sent to your inbox.

1.4 Welcome to Flowyte

After verification, you'll be redirected to your Flowyte dashboard.

2. Connecting to RingCentral

2.1 Navigate to Settings

From your dashboard, click on "Settings" in the sidebar navigation.

2.2 Find RingCentral Connection Section

Scroll to the "Organization RingCentral Connection" section.

2.3 Connect RingCentral Account

Click on "Connect Organization with RingCentral" button.

2.4 Super Admin Notice

Read the important authentication notice about using your RingCentral Super Admin account. This is very important to make sure the Super Admin with the (Super Admin) tag in the RingCentral account makes this authentication request. Failure to use the correct user will result in failed redirection of calls.

2.5 Authorize Flowyte

You'll be redirected to RingCentral's authorization page. Login with your RingCentral credentials and authorize Flowyte to access your account.

2.6 Verify Connection

Once connected, you'll see a confirmation message and your RingCentral connection details.

At any point, if you wish to revoke Flowyte access to RingCentral, you may do so with the disconnect button or from RingCentral. The Token will automatically refresh until access is revoked.

3. Dashboard Overview

After successful setup, you'll land on your dashboard, which provides an overview of your call routing system.

3.1 Dashboard Components

1. Navigation Sidebar: Access different sections of the application
2. Extensions Summary: Shows the number of configured extensions
3. Routing Rules Summary: Displays total number of active routing rules
4. Recent Call Activity: Shows recent call forwarding statistics

4. Adding Extensions

4.1 Navigate to Extensions

Click on "Extensions" in the sidebar navigation.

4.2 Add a New Extension

Click the "Add Extension from RingCentral" button.

4.3 Select an Extension

Choose from the list of available RingCentral extensions to add to Flowyte.

4.4 View Extensions List

Your newly added extension will appear in the extensions list.

4.5 Activate Extension

Toggle the switch to activate the extension for call routing (ON position).

5. Creating Routing Rules

5.1 Select an Extension

From the Extensions list, click on the "Rules" button for the extension you want to configure.

5.2 Add a New Rule

On the extension details page, click the "Add Rule" button.

5.3 Configure Rule

Fill in the rule details:

• Caller ID (or select "Default Rule")
• You may use the star key to have variables such as 928* would route anything with a 928 area code to the destination of choice.
• Destination Type (Extension or External)
• Destination (extension number or phone number)

5.4 Save the Rule

Click "Add Rule" to save your new routing rule.

5.5 View Rules List

Your new rule will appear in the rules list.

5.6 Edit or Delete Rules

Use the actions column to edit or delete existing rules.

6. Geographic Routing Setup

6.1 Enable Map-Based Routing

On the extension details page, toggle the "Enable Map-Based Routing" switch.

This feature is only available for Premium Accounts. See billing tab to upgrade.

6.2 Confirm Switching to Map-Based Routing

Read the warning about switching to map-based routing and confirm.

6.3 US Map Interface

The US map interface will appear, showing all states.

6.4 Create a Region

Click the "Add Region" button to create a new geographic region.

6.5 Configure Region

Name your region and select the states that belong to it.

6.6 Set Region Destination

Choose where calls from this region should be forwarded:

• Extension number
• External phone number

6.7 Select States

Choose the "Select States" button to assign the states to the region. Click save to move onto the next region.

7. Testing Your Configuration

7.1 Test Flow

From an external phone, call into your RingCentral call flow, verify the calls are being routed properly. You may check the RingCentral Analytics to see the redirected calls as needed.

If you need any assistance please reach out to support@flowyte.com

8. Managing Your Subscription

8.1 Access Billing

Go to "Settings" > "Billing & Subscription" in the sidebar.

8.2 View Current Plan

Review your current plan details:

• Plan name
• Features
• Usage limits
• Renewal date

8.3 Upgrade Plan

Click "Upgrade Subscription" to view available plan options.

8.4 Update Payment Information

Manage your payment methods in the Payment Methods section. If subscription is cancelled, you will have access until the end of the billing cycle.

9. API Presence Sync (Premium Feature)

9.1 Subscribe to Presence Sync Add-on

From the Billing page, locate the Presence Sync add-on and click "Subscribe" to enable this premium feature.

9.2 Access Integrations Tab

Once subscribed, the "Integrations" tab will appear in your sidebar navigation. Navigate to this new section to configure your API presence sync.

9.3 Generate API Keys

In the Integrations tab, create your API keys that will be used to query agent presence status. These keys are essential for checking queue availability before routing calls.

9.4 Enable Presence Sync on Extensions

Navigate to your Extensions and enable presence sync only on inbound routing extensions. This is critical - do not enable this on regular extensions.

9.5 Monitor Queue Presence

Return to the Integrations tab to view the real-time presence monitoring of your queues. You'll see the status of all downstream queues that the system has automatically detected.

9.6 Use Cases Overview

API Presence Sync is particularly valuable for:

• RTB (Real-Time Bidding) Leads: Verify agent availability before accepting expensive leads
• Insurance Companies: Ensure licensed agents are available in specific states before routing calls
• Legal Services: Route calls to attorneys licensed in the caller's jurisdiction
• Financial Services: Connect clients with appropriately licensed advisors
• Geographic Compliance: Ensure regulatory compliance by routing to properly licensed professionals

9.7 API Endpoints Overview

The Presence Sync API provides a single endpoint for checking agent availability in real-time. When you make an API call, the system follows the exact same routing logic as a real call would, determining the destination queue based on your configured rules and geographic routing.

Authentication

All API requests require authentication using your API key in the Authorization header:

9.8 API Request Examples

Basic Availability Check

Check if agents are available for a specific phone number using your routing logic:

{
  "number": "+14805551234",
  "customer_id": "cust_flw_9a8b7c6d5e4f",
  "call_id": "call_abc123"
}

Specific Queue Check

Check availability for a specific inbound routing extension:

{
  "number": "+19285559876",
  "customer_id": "cust_flw_2x9y8z3w4v5u",
  "inbound_queue_ext": "1001",
  "call_id": "rtb_call_456"
}

API Request Field Explanations

9.9 API Response Examples

Successful Response - Agents Available

{
  "available": true,
  "queue_found": true,
  "queue_name": "Arizona Sales Team",
  "total_agents": 5,
  "available_agents": 2,
  "response_time_ms": 45,
  "timestamp": "2025-01-10T15:30:45.123Z",
  "call_id": "call_abc123"
}

Successful Response - No Agents Available

{
  "available": false,
  "queue_found": true,
  "queue_name": "Legal Services - CA",
  "total_agents": 3,
  "available_agents": 0,
  "response_time_ms": 38,
  "timestamp": "2025-01-10T15:31:12.456Z",
  "call_id": "rtb_call_456"
}

Error Response - No Queue Found

{
  "error": true,
  "message": "No routing rules found for this number",
  "code": "NO_ROUTE_FOUND",
  "timestamp": "2025-01-10T15:32:01.789Z",
  "call_id": "call_abc123"
}

Error Response - Invalid API Key

{
  "error": true,
  "message": "Invalid or expired API key",
  "code": "INVALID_API_KEY",
  "timestamp": "2025-01-10T15:33:15.012Z"
}

9.10 How Routing Logic Works

When you make a presence check API call, Flowyte follows the exact same logic path that a real incoming call would take:

9.11 Integration Examples

RTB Lead Verification (JavaScript)

// Check agent availability before accepting RTB lead
// Note: customer_id must be your Flowyte-generated customer ID from the Integrations tab
const FLOWYTE_CUSTOMER_ID = 'cust_flw_9a8b7c6d5e4f'; // Replace with your actual customer ID

async function checkAgentAvailability(phoneNumber, leadId) {
  try {
    const response = await fetch('https://flowyte.com/api/presence/check-availability', {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer flw_live_sk_1234abcd5678efgh',
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        number: phoneNumber,
        customer_id: FLOWYTE_CUSTOMER_ID, // Use your Flowyte-generated customer ID
        call_id: `rtb_${leadId}_${Date.now()}`
      })
    });
    
    const data = await response.json();
    
    if (data.available && data.available_agents > 0) {
      // Accept the lead - agents are available
      return { accept: true, queue: data.queue_name };
    } else {
      // Reject the lead - no agents available
      return { accept: false, reason: 'No agents available' };
    }
  } catch (error) {
    // Handle API errors
    console.error('Presence check failed:', error);
    return { accept: false, reason: 'API error' };
  }
}

// Example usage:
// checkAgentAvailability('+14805551234', 'lead_12345')

Insurance State Compliance (Python)

# Verify licensed agents are available in caller's state
# Note: customer_id must be your Flowyte-generated customer ID from the Integrations tab
import requests
import json

# Replace with your actual Flowyte-generated customer ID
FLOWYTE_CUSTOMER_ID = "cust_flw_2x9y8z3w4v5u"

def check_licensed_agent_availability(phone_number, internal_customer_id):
    url = "https://flowyte.com/api/presence/check-availability"
    headers = {
        "Authorization": "Bearer flw_live_sk_5678wxyz9012mnop",
        "Content-Type": "application/json"
    }
    
    payload = {
        "number": phone_number,
        "customer_id": FLOWYTE_CUSTOMER_ID,  # Use your Flowyte-generated customer ID
        "inbound_queue_ext": "1002",  # Insurance intake queue
        "call_id": f"insurance_{internal_customer_id}"
    }
    
    try:
        response = requests.post(url, headers=headers, json=payload)
        data = response.json()
        
        if response.status_code == 200:
            if data["available"] and data["available_agents"] > 0:
                return {
                    "route_call": True,
                    "queue": data["queue_name"],
                    "agents_available": data["available_agents"]
                }
            else:
                return {
                    "route_call": False,
                    "reason": "No licensed agents available",
                    "total_agents": data.get("total_agents", 0)
                }
        else:
            return {
                "route_call": False,
                "reason": f"API Error: {data.get('message', 'Unknown error')}"
            }
    
    except Exception as e:
        return {
            "route_call": False,
            "reason": f"Connection error: {str(e)}"
        }

# Example usage:
# result = check_licensed_agent_availability('+19285559876', 'customer_789')

10. Google Sheets Integration (Premium Feature)

10.1 Prerequisites and Overview

The Google Sheets integration provides several key benefits for Premium subscribers:

• Real-time synchronization with your Google Sheets
• Automatic routing rule updates when sheet data changes
• Advanced column mapping for complex data structures
• Collaborative editing - multiple team members can update routing rules
• Large dataset support for 10k+ routing rules

10.2 Connect Your Google Account

Navigate to the Integrations tab in your Flowyte dashboard to set up the Google Sheets connection.

Initially, the Google Sheets integration card will show "Not Connected" status. Once you connect your Google account, you'll see your account details and available premium features.

10.3 Connected State Overview

After successfully connecting your Google account, the integration card will display:

• Connected Account: Your Google email and last sync time
• Premium Features Available: Real-time sync, automatic updates, advanced validation
• Security & Compliance: Encrypted storage, read-only access, audit logging

10.4 Configure Extensions for Google Sheets

After connecting your Google account, configure Google Sheets integration for specific extensions.

Navigate to Extensions and click "Rules" for the extension you want to configure with Google Sheets.

10.5 Configure Google Sheets for Individual Extensions

After connecting your Google account, you'll need to configure Google Sheets integration for each extension that should use it. Navigate to Extensions and click "Rules" for your desired extension.

10.6 Choose Worksheet and Configure Auto-Sync

Once you've selected a spreadsheet, choose the specific worksheet tab that contains your routing data and configure how frequently Flowyte should sync changes.

10.7 Critical Step: Column Mapping Required

Important: After configuring your Google Sheet, you'll see a warning that column mapping is required. Your routing system will NOT sync or route calls until this step is completed.

10.8 Flexible Column Mapping - Use Any Spreadsheet Format

Good news! Flowyte's Google Sheets integration supports any column headers you want to use. You don't need to change your existing spreadsheet format - our flexible column mapping system lets you connect your data to Flowyte's routing fields.

Step 1: Start the Import Process

Click the "Import Rules" button in the Routing Rules section, then select "Google Sheets" as your data source.

10.9 Best Practices for Google Sheets Integration

Follow these best practices to maximize the effectiveness of your Google Sheets integration and ensure reliable call routing:

10.10 Troubleshooting Common Issues