Spoke Phone Integration in Momentum AMP

Download → Spoke Phone Users Guide

When to Use This

Use this integration when your agency:

• Needs a flexible phone app solution instead of Lightspeed Voice or RingCentral.

• Wants to log calls, SMS, and voicemails into Momentum AMP automatically.

• Prefers to manage communications with the Spoke Phone app (mobile and desktop).

How It Works

• Activity History: Calls, SMS, and voicemails are logged under the insured or prospect’s Activity History in Momentum.

• Call Logs: Agency-wide call history is also available under Call Logs in the left navigation.

• Voicemail: Spoke records voicemails, provides transcriptions, and can send them to email.

• Business SMS: Messages sent through Spoke Phone are automatically captured in Momentum.

• Mobile Forms: Spoke allows agents to fill out call wrap-up forms or data collection prompts during or after a call.

Setting Up Spoke in Momentum AMP

1. Log in to Momentum AMP.

2. Navigate to Text Messaging / SMS > Settings > Add Spoke Integration.

3. Enter the required details:

   • E-Mail: Your Spoke Phone account email.

   • Client ID: Provided by Spoke Phone.

   • Client Secret: Provided by Spoke Phone.

   • DID Phone: The phone number assigned to you in Spoke.

   • Webhook URL: Auto-generated in Momentum (copy into Spoke if requested).

4. Click Create to activate the integration.

5. Place a test call or send a test SMS to confirm logging.

Spoke Phone App Requirements (from Spoke User Guide)

• Mobile App: Download from App Store or Google Play.

• Desktop App: Download at https://spokephone.com/download/ (Mac and Windows supported).

• Login: Users must be invited by the administrator. Login can be via email, phone number, or company SSO.

• Headsets: Wired headsets are recommended. Bluetooth devices may cause latency issues, especially on desktop.

• Network: Requires at least 100 kbps up/down per concurrent call, latency under 100ms, jitter under 10ms, and packet loss under 1%.

• Firewall: Must allow outbound TCP/UDP to Spoke and Twilio infrastructure.

Key Notes & Best Practices

• Each user should have their own Client ID, Secret, and DID Phone assigned.

• Use wired headsets for the best call quality.

• Configure your router for VoIP prioritization to reduce jitter and latency.

• Voicemails can be transcribed and sent to email for easy follow-up.

• Mobile forms can be used for call wrap-up data, helping standardize your agency’s workflow.

Troubleshooting

• No calls/messages syncing? Double-check your Spoke credentials in Momentum (Client ID, Secret, DID Phone).

• Webhook issues? Ensure the Webhook URL is correctly configured in both Momentum and Spoke.

• Poor call quality? Run Spoke’s in-app Network Connectivity Test and adjust your router/firewall as needed.

• SMS not sending? Confirm SMS is enabled on your Spoke profile and the assigned number supports texting.

• Users can’t log in? Confirm they’ve been invited by the admin and are using the correct login option.