Overview

Lightspeed Voice integrates with Xanatek to help insurance agencies document client conversations and access call information within their agency management workflow. The integration supports inbound and outbound call pop-ups, call notes, call details, and recording links. With NOVA enabled and the corresponding triggers selected, AI-generated summaries and sentiment also sync to Xanatek.

Supported Triggers

• Call pop-up
• Call Details Logged After Hangup
• AI Call Summary Included (NOVA required)
• Call Sentiment Included (NOVA required)

Call Notes, Details, and Recordings

When a call pop-up appears in Xanatek, select the option to start a call note, enter the details you want to track, and click Save. This workflow includes manual note-entry and saving steps.

After the call, open the caller's contact page and select the Communications tab to review call details and access a link to the recording.

NOVA AI Summaries and Sentiment

NOVA generates a concise summary and sentiment analysis in Lightspeed Voice. With NOVA and the relevant integration triggers enabled, these insights sync to Xanatek and provide context for client follow-up without requiring your team to listen to the entire recording.

Click 2 Call

Xanatek also supports Click 2 Call with the Lightspeed Voice Click 2 Call browser extension.

Set Up the Integration

See the Xanatek Integration Setup guide for connection steps, user assignment, trigger configuration, and testing.

Learn More

Explore the Lightspeed Voice and Xanatek integration or contact Lightspeed Voice Support for assistance.