The blueButler integration enables broker management system integration with your Cloud PBX to support in-office, work-at-home, and mobile users.

The integration will connect to the blueButler.com domain, which will monitor and process the real-time call events and extract the recording files. BlueButler.com will, in turn, synchronize these with the customer's blueButler Windows server, which stores the recordings and call records and provides the .NET client application for users to interact with the system.

What is blueButler?

The blueButler integration connects to the Agency Management System (AMS) and the cloud PBX to automate the capture and management of voice communications. The audit system works behind the scenes to automatically track, monitor, and document the details of agency voice communications, including recorded phone calls. The information is embedded into the blueButler database and the AMS, enabling automated activity creation, audio signatures, and real-time phone checklists and guidance, among other things. This audit trail and functionality support HIPAA and PCI compliance. 

Daily Call Activity Manager Sample - Leveraging Epic Software AMS

Screen Pops Samples - Leveraging Epic Software AMS

Features

Connection details required for the Cloud PBX integration from blueButler:

Host
Client ID
Secret
User Account
Password
Domain
 

A System account must be set up with "Office Manager" access or at least as "Call Center Supervisor, with elevated rights to match the office manager." Other role types are not acceptable.

Ideally, a single system user account that is not subject to deletion with organizational changes will enable the integration. The system account enables integration, but the requirement does not apply to general users.

blueButler 's Setup Requirements:

Minimum Server Requirements

• Windows 10 Pro if a workstation configuration is provided (or Windows 2012 / 2016 Server).
• Dual-core processor, 8GB RAM, CD/DVD, monitor, NIC.
• RAID hard drive is recommended.
• Network backup for archiving data.
• HARD DISK: 100GB of hard disk space holds approximately. 12,000 hours of WMA / MP3 compressed recordings.

blueButler Windows server

• Decide if a dedicated workstation/server or virtual server is used as the primary blueButler system.
• The main system for blueButler (virtual or dedicated) will require Windows 10 Pro or Windows 2012 / 2016 server, 32-bit or 64-bit. It should have at least 8 GB of memory and a RAID disk partition configured for the audio recording files and SQL database storage. Estimate 1/2Gbyte per month per phone. BlueC will install SQL Express during our remote software installation unless you have an existing SQL server you prefer blueButler to use. 
• The blueButler server will need to be installed on the customer's domain, and blueC can interface it with Active Directory for single sign-on.

Desktop users

Any user accessing the blueButler application should install the Microsoft .NET 4 or later framework on the desktop PC. Users should have speakers or a headset available to listen to the recordings. If users are accessing BlueButler through Terminal Services or Citrix, ensure that the .NET framework is installed, that audio is enabled, and that approximately 100 MB of memory per user is available.

Cloud Voice service connection

Your Cloud Voice service will connect to the blueButler.com domain, and blueButler.com will monitor and process the real-time call events and extract the recording files. BlueButler.com will synchronize them with the customer's blueButler Windows server, store the recordings and call records, and provide the .NET client application for users to interact with the system.