Vendors
A vendor is a partner who sends you business — live calls transferred to your agents, or leads posted into your account. Each gets its own posting details to hand out, its own landing list, and its own record of what it sent you.
Go to Admin → Vendors.
The two types
Section titled “The two types”You pick a type when you create the vendor, and it decides which settings tabs appear. You can’t change this later.
| Type | What it does | Tabs you get |
|---|---|---|
| Inbound — live-transfer number | You buy it a number; the partner transfers live callers to it, and the calls fan out to the campaigns it feeds | General, Numbers, Billing, Post API, Activity |
| Outbound — API lead posting | The partner sends you contact records; they land in this vendor’s own list | General, Post API, Activity |
Both types accept posted leads: an inbound partner can post the caller’s details as it transfers, so the agent sees them on connect. Only inbound gets a number, live-call routing and cost tracking.
Adding one
Section titled “Adding one”Click Add Vendor.
Name — internal: this settings area, logs, and the vendor’s posting instructions.
Codename — what agents see: the lead Source, the contact tag, the live-call banner. Blank uses the name.
Type — one of the two above. It’s created Activated and empty: no number, no campaigns, nobody assigned to take its calls.
Reading the list
Section titled “Reading the list”| Column | What it means |
|---|---|
| Name | Plus an Archived badge on an archived row |
| Type | Inbound or Outbound API |
| Status | The Activated / Deactivated switch; archived rows show a dash |
| Campaigns | How many campaigns its live calls feed, or — |
Click any row to open its settings.
Activated or deactivated
Section titled “Activated or deactivated”The Status switch is the intake tap, flippable from the list. Deactivated turns the vendor away: posted leads are refused (the partner gets a “posting is disabled” answer, still logged on Activity), and an inbound vendor stops routing calls and answers an availability check unavailable. Nothing in flight is touched, and the phone number is kept.
A vendor has three states where a campaign has two: activated, deactivated, archived. Deactivated is a live relationship you’ve paused; archived is out of the product, and not on this switch.
Posting API
Section titled “Posting API”Every row has a Posting API button. It opens that vendor’s instructions page in a new tab — the posting address, key and field list you hand to their developer (see Post API). If your browser eats the tab, the button is replaced in place by Pop-up blocked — click to open.
It’s disabled on an archived row: the page is closed to an archived vendor, and a link you handed out earlier reads as invalid or expired. Restore it first.
Saving
Section titled “Saving”A vendor’s settings screen has one Save changes button in the header, badged with the changes waiting.
Archiving
Section titled “Archiving”Vendors are never deleted — deleting one would take its posts log, its spend history and its calls’ vendor labels with it.
Instead you archive, from the row’s ⋯ menu or the Archive vendor button beside Save changes. An archived vendor stops accepting posted leads, stops routing calls, answers an availability check unavailable, and leaves every campaign’s vendor picker. Its leads, posts log, spend history, landing list and campaign assignments are kept, so a restore puts it back as it was — a queued caller stays queued, and a call already taken still bills.
Restore brings it back Deactivated, not live — you switch it on when you’re ready.
To see archived vendors, turn on Archived only — either/or: off shows live vendors, on shows archived ones, never both.
Duplicating
Section titled “Duplicating”⋯ → Duplicate copies a vendor as a template. You name the copy; it’s prefilled “name (copy)”.
What comes across: its settings (type, codename, lead handling, accepted fields), the campaigns it feeds, the agents who can take its calls, and its billing config. The copy gets its own empty landing list.
What does not: the phone number, the posts log, the spend history, the leads already in the original’s list.
The copy gets a brand-new posting key. That’s the omission an admin assumes away: hand out the copy’s link, because the original’s key keeps working and keeps posting to the original. Buy the copy a number if it needs one.
A copy starts activated — you can duplicate an archived vendor too, which is the usual reason to keep one.