Discussions

Hi team,
I have a client who is using servicem8 and is very happy with the service.
I am working on streamlining things, and one of the ideas is to assist with customers who are "known" already in the servicem8 platform can be identified when they call.
So what I would like is :-

• when someone calls my client I want to take the caller CLI (number) and perform a "lookup" within the servicem8 platform via an API call that will return "customer name" or "business name".

Because it is my voice platform the customer is using, I can capture the A-party caller number and can send the API request. Just no sure if I can use the phone number as a key to return a customer name.

Thanks,
Matt