System Integration and Customization

This section describes how to configure and integrate your system into your telephony, networking and web environments.
The integration and customization phases should be started once the system has been successfully installed and configured as a standalone speech solution answering SIP calls, playing audio and text messages using TTS, and responding to speech and DTMF commands.

This integration task list applies to systems installed at a service provider site or inside a company.

Integration into your Telephony Environment

The telephony integration consists in configuring the IP connections and call routing for your system to send and receive calls through your telephone system (your PBX, IP Centrex or SIP Gateway). This integration phase requires good technical skills in IP telephony.
Download the Evatel Integration Guide (PDF) to learn more on how to configure and integrate the system into your telephony environment (IP-PBX or IP-Centrex).
There are three integration scenarios:

System installed at a Service Provider

Use this model to provide hosted virtual assistant and mobility services to companies and individuals on a subscription basis. The system is integrated into the service provider Internet and telephony infrastructure.

Hosted Service Used by Companies Remotely

Companies use the hosted services to provide virtual assistant and mobility functions to their employees. The Evatel system is installed at a service provider but uses the company's telephone system (PBX) to make and receive calls.

System installed in a private enterprise

An in-house system that provides productivity functions to company employees. The Evatel system is installed in the enterprise and connected to its telephone system (PBX) to make and receive calls.

SIP Interop and Call Routing Setup

An important step of the Evatel system integration into your telephony environment consists in establishing the telephone signaling and call routing rules between the two systems. Here is how to configure the SIP Interoperability and call routing steps:

Configure the Trusted Peer Relationship

Configure the Evatel server as a trusted peer on your telephone system and give it permissions to receive and make calls directly or on behalf of registered users. On the Evatel system side, your phone system will be added as a telephony provider. See Adding New Telephony Providers for more.

Configure & Test Call Routing

Provision phone numbers (DIDs) on your telephone system and route them to the Evatel system for handling. The selected (DIDs) must be added into the Evatel system for testing.  Calling these numbers would result in hearing the Evatel system answering with the No-service message "The subscriber or service dialed is not in our directory" to confirm that the call went from your phone system and was received by the Evatel system.

Configure & Test SIP Authentication

Make sure that the Evatel system is authorized to make outbound calls through your phone system either on behalf of registered users or directly as a trusted peer. To test this functionality, a valid user account is required to initiate a call to a number on the public telephone network (PSTN).  See SIP Interop Parameters for more.

Configure the Account Provisioning

If your phone system provides remote account provisioning and the Evatel system supports its protocol, then you can configure and test this feature from your web portal. See SIP Account Provisioning for more.

Call Accounting & Billing

Each time the Evatel system makes a call through your phone system, it submits call details in the SIP headers to indicate the destination number, the caller display name and number, the account to bill and a unique Call ID to synchronize CDRs (Call Detailed Records). This integration step consists in validating that the Call IDs of the Evatel system are properly recorded by your phone system in the CDRs.

Integration into your Data Network

The Evatel system integration into your data network consists in configuring your firewall and Internet routers to integrate your new server into your local data network and enable it to safely use the Internet to communicate with the world. The data integration requires settings in three areas:
  1. Configuring your firewall to control Internet access to the system
  2. TCP/IP Ports to open on your firewall
  3. Assigning a public IP address for your your system.

Note: This step is required only if the Evatel system is installed inside your company (not used remotely as a hosted service).

Download the Evatel Integration Guide (PDF) to learn more on how to configure and integrate the Evatel system into your telephony environment (IP-PBX or IP-Centrex).

Integration on your Web Site

You can integrate the user signup and login interfaces directly into your current Web site. You will be provided with the programs, samples and instruction guide to help you in accomplishing this integration task. Here are the functions you can integrate into your Web site:
  • Interface for new users to signup and create new user accounts and subscribe to the service packages offered
  • Interface to enable users to login and open a session on Web Portal from your Web site.

Note: You can also customize and brand (private label) the account management Web pages so that users interface only with your company's branding, graphic colors and theme. Go to Customization and Private Branding of Web Portal Pages for more.

Download the document Remote provisioning and Login (PDF) to learn more on how to offer account creation and login from your own Web site.

Customization and Private Branding of Web Portal Pages

The Evatel system supports private branding of its Web Portal pages for company accounts. This enables each company to offer a privately-branded account management Web interface using its logos and colors. The Web Portal private-branding applies to the company account administrator as well as company users. The branding can be achieved at the following two levels:
  • General appearance of all pages of the Web site using personalized CSS styles
  • Customization of each page using new HTML code

Download the document Evatel Web Manager Branding (PDF) to learn more on how to customize the Web interface of your Evatel system.

Integration with your Billing System

Each time a new user or a company subscribes to Evatel services, a customer account number (CAN) is created for billing purposes. The Evatel system logs all subscription changes, toll calls and the use of different services and options by each user. Logging is done  in the system's database and online if the Web Portal Billing Module is used. The billing data is exported every month into .CSV files for processing by your own billing system. In order to integrate the Evatel services into your billing system, you need to choose one of the following two options:
  1. Export the billing data for processing by a third-party billing system (or your own). Download the document Data Export Utility Guide (PDF) for more details on how to export bill data for processing by your billing system.
  2. Use the Evatel billing module to import and process the billing data from the CSV files, validate credit cards, generate and send invoices and collect online payments. Download the Evatel Billing Module (PDF) for more details on how to bill your customers using the Evatel billing system.