Overview

Connect Lightspeed Voice to Wealthbox so calls can open matching contact records and add call information to the contact's history. The connection uses a Wealthbox access token. Available actions depend on the users and triggers enabled for your integration.

Before You Begin

• An active Lightspeed Voice account with permission to manage integrations
• A Wealthbox account with API access and permission to create an access token
• The Lightspeed Voice users who will use the integration
• A test contact in Wealthbox with a phone number you can call from
• NOVA enabled for users who will sync AI summaries or sentiment

Step-by-Step Setup

Step 1: Create a Wealthbox Access Token

In Wealthbox, open the three-dot menu, select Settings, and open API Access. Choose Create Access Token, give it a recognizable label such as Lightspeed Voice, and save. Copy the token for the connection step below.

If API Access is unavailable, contact Wealthbox Support. See Wealthbox's access-token instructions.

Step 2: Create the Integration in Lightspeed Voice

Sign in to Lightspeed Voice and open Management > Lead Settings > Integrations. Click the + icon, name the integration Wealthbox, and select Wealthbox as the vendor.

Step 3: Connect Wealthbox and Assign Users

Enter the Wealthbox token in the integration's token field. Select the Lightspeed Voice users who should have the integration enabled.

Step 4: Select Triggers and Save

Enable the actions your office needs, including call pop-ups and call details logged after hangup. If you use NOVA, enable the available AI summary and sentiment triggers for the appropriate users. Save the integration settings.

Step 5: Check Call Pop Settings

If you use Orbit, sign in and review the integration's Call Pop settings. Choose the inbound or outbound behavior your office needs. See the Orbit desktop tutorial for installation and call pop settings.

Test Your Connection

1. Place an inbound test call from the number saved on your Wealthbox test contact.
2. Answer with an assigned Lightspeed Voice user and confirm the matching contact opens.
3. End the call and check that the contact's record contains the call note, answering user, duration, and recording link when a recording is available.
4. If NOVA and its triggers are enabled, check for the AI summary and sentiment after processing.

Troubleshooting

No contact opens: Check the assigned user, call pop trigger, Orbit call pop settings if used, and the phone number on the Wealthbox contact.

No call note: Confirm the token is valid and the call logging trigger is enabled.

Recording link does not play: Confirm the recording exists in Lightspeed Voice and that you have permission to access it.

No AI summary or sentiment: Check the user's NOVA access and the corresponding triggers, then allow call processing to finish.

Related Resources

Wealthbox integration overview and feature video

Wealthbox's Lightspeed Voice integration overview

Wealthbox connection and troubleshooting instructions

Need More Help?

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