Instant Caller Profile (ICP) is Ringba's data enrichment tool that retrieves data about a caller based on the caller ID and then adds those data points to the call as tags. You can use the tag values in a variety of ways, including to help route the call, to provide additional information to the target to help in converting it, or later, when you are reviewing your reporting.
You can use ICP in two ways:
- If you are using a real-time bidding (RTB) campaign, you can configure the campaign to ping ICP for caller data. See the Real-Time Bidding Setup Guide for step-by-step instructions.
- If the campaign does not use RTB, you can configure a call flow and add the Profile node to access ICP data.
You can use ICP in both ways in your account, but each campaign can use only one approach. The one you choose depends on whether the campaign is an RTB campaign or not.
Important: ICP is a paid feature that is charged per pull, so the same call may result in multiple charges. The charges are non-refundable, even if the call doesn't occur. Please reach out to your manager about its costs.
Add a Profile Node to a Call Flow
You can add a Profile node to any call flow to enrich that call with caller data.
Use these steps to add a Profile node to an existing call flow.
- Navigate to Call Flows > Manage Call Flows and open the call flow where you want to add the Profile node.
- Click the X next to the first node after the Inbound Call node to remove the connection.
- Make room for the Profile node on the canvas by clicking and dragging any nodes that are in the way.
- Click the Profile button at the top of the canvas to add a Profile node.
- Hover your mouse over the white square on the right side of the Inbound Call node, then click-and-drag to the Profile node to connect them.
- Hover your mouse over the white square on the right side of the Profile node, then click-and-drag to the next node to connect them.
Profile On Failure connector
Most call flow nodes let you direct calls differently depending on whether the node succeeds or fails.
Usually, call flows do not require any particular data point from ICP. If you want calls to proceed through the same steps in the call flow even if ICP ping fails, use these steps:
- Connect the On Failure connector to a Go To node.
- Point the Go To node to the same node the On Success connector uses.
Doing this tells the call flow that the call follows the same steps regardless of whether the ICP ping succeeds.
However, if you call flow must have a particular data point, such as ZIP Code, to proceed, you can use the On Failure connector to start a Gather node to collect the data. The Gather node plays a message that asks the caller to enter the information you need.