What is Verse? What Do We Do?
Verse is a customer engagement platform that excels with text message-based outreach. We drive and manage conversations primarily to improve engagement and conversion rates. However, there are many other ways to take advantage of the platform, including but not limited to: surveys, missed call follow-ups, and review campaigns.
What is an Integration?
An integration connects different software systems allowing them to share data and automate processes. This is crucial for businesses that want to streamline their operations and make their systems work in harmony.
How Does It Work?
There are a few ways integrations can be set up:
Direct API: Host integrations on your own servers/integration platforms and utilize the Verse API to manage and monitor conversations. For teams with development capacity. Great for complex use cases, more in-depth event monitoring and high-security requirements. For more information see our developer documentation.
Hosted: For smaller teams. Verse will host and manage your team’s integrations. A great low-maintenance solution, but offers limited functionality. See Standard Integrations below.
Hybrid: The happy medium. Typically involves each party setting up new endpoints/webhooks to exchange raw data. Great for small to medium-sized teams with high security requirements or complex pre-existing integrations, but potentially slower to update than the first two options.
Standard Integrations
A typical integration includes:
Create Conversation in Verse: Create a new Conversation record in Verse and send out the first message. See Standard Fields.
New Conversation Created Event: Utilizes the Verse API to signal the creation of a conversation, updating a record in the CRM to indicate it has been accepted and storing the associated conversation ID.
Stop/End Conversation: Prevents further messages from being sent by Verse.
New Conversation Over Event: After a conversation concludes, the associated record is updated in the CRM to reflect whether they are qualified or unqualified, along with a summary, and the reason for disqualification (if applicable).
Update Conversion Metrics: Conversion metrics are critical for measuring the effectiveness of engagements. They provide insight into how well conversations are performing and allow for optimizing outreach.
Information to Send to Verse
Standard Fields:
Phone (Required): Needed for SMS outreach.
First Name (Required*): Essential for personalizing communication, but not strictly required.
External Lead ID (Required*): Important for tracking and data synchronization.
Highly Recommended:
Email: Useful for alternative communication methods.
Postal Code: Helps with location-based timing of messages.
Channel Website: Insightful for understanding lead acquisition sources.
Optional:
Last Name: Enables further personalization and identification in reporting.
Type: Indicates the conversation's category, may be required by the script.
Address: Can be used for detailed personalization, may be required by the script.
Owner Fields: Can be used to provide details about any assigned reps in the script.
Custom Fields: Miscellaneous text data. Can be used for reporting in the insights dashboard or can be used to pass information to a script that doesn't have any other standard applicable field.
Recommended CRM Data/Fields
For an efficient lead management process and to maximize the benefits of integration with Verse, storing certain data points in the CRM are highly recommended. These data points not only facilitate seamless tracking and reporting but also enhance the ability to take targeted actions based on lead status and engagement outcomes.
Conversation Status: Indicates the phase of engagement with the lead, with values such as "Verse Working" (new conversation started), "Verse Qualified" (lead met qualification criteria), or "Verse Unqualified" (lead did not meet qualification criteria).
Verse Lead ID: The unique identifier for the lead, crucial for tracking and future interactions.
Engagement Summary: A detailed account of the conversation with the lead, capturing key responses and points. This is stored post-conversation.
Unqualified Reason (if applicable): Details why a lead was marked as unqualified, important for analysis and refining future strategies.