Better Agency Integration Setup

Connect Better Agency for call pops and synced account activity

Overview

Better Agency is an all-in-one insurance platform that turns every agency interaction into a sales opportunity. This integration connects it directly to Lightspeed Voice for synced call activity and automatic call pops.

Before You Begin

Before starting setup, make sure you have:

An active Lightspeed Voice account with Dashboard access
Better Agency admin access
Your Better Agency API Key and User ID

Step-by-Step Setup

Step 1: Get Your API Key and User ID

In Better Agency, click your name → Edit Agency → Customizations, scroll to API Key, and copy it. Then click your name → Edit Profile and copy the User ID. Save both for the next step.

Step 2: Create the Integration in the Dashboard

Go to Management → Lead Settings → Integrations. Click the + icon to start a new integration.

Enter the integration name as Better Agency
Select Better Agency as the vendor
Click Get Started

Step 3: Assign Users

Under Users Assigned, select users from the Unassigned Users dropdown, then click Save.

Step 4: Authenticate Better Agency

Paste your User ID and API Key into the corresponding fields, then click Sign In.

Step 5: Enable Triggers

Enable each available trigger by clicking its slider.

Step 6: Test Call Flow

Test both directions to confirm the integration is working:

Inbound — confirm a window with the caller's information appears automatically
Outbound — confirm calls trigger the same pop-up behavior

Step 7: Verify Logging

Click View Notes on the account to confirm inbound and outbound calls are listed with a link to the call recording.

How It Works

After some use, your information synchronizes from Lightspeed Voice into Better Agency. With call pops configured, answering an incoming call automatically triggers a window with the caller's information. Click View Notes at any time to see all inbound and outbound calls on that account, along with a link to the recording.

Troubleshooting

Authentication failures: Confirm the API Key and User ID were copied correctly.

No pop-ups: Make sure triggers are enabled and the user is assigned to the integration.

Number Porting Note

If you're porting an existing number, test the integration again after the port completes to confirm DID routing and user assignment are correct.

Need More Help?

Email help@lightspeedvoice.com or call 941-564-3010 for assistance.

Last Updated:

June 30, 2026

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