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A2P

Texting, SMS & TCR, Definition

Application-to-Person messaging is any message traffic in which a person receives messages from an application rather than another individual and is not expected to receive a reply.

A
Acumatica

Integrations, ERP, Business Management

Cloud ERP that unifies financials, CRM, projects, and operations for growing businesses.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
  • Text Message Sent
  • Text Message Received
  • Email Sent
  • Email Received
  • New Note Added
  • Fax Sent
  • Fax Received
  • Missed/Abandoned Call Logged
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
A

Acumatica Feature

Acumatica Integration

Acumatica Integration Setup

Support, Integrations, Acumatica, Setup

Connect Acumatica for call pops, logging, and AI summaries

A

Acumatica Integration

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Agency Matrix

Integrations, Insurance CRM, Marketing, Sales Automation

Reduce manual work with automated call logging and cleaner communication trails.

Supported Triggers

  • Call pop-up
A
AgencyZoom

Integrations, Insurance CRM, Marketing, Sales Automation

Enhance your sales and service workflows with synced call activity, automated updates, and true account history.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
  • Text Message Sent
  • Text Message Received
  • Email Sent
  • Email Received
  • New Note Added
  • Missed/Abandoned Call Logged
  • 2 way calling
  • 2 way texting (inbound)
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
A

AgencyZoom Feature

AgencyZoom Integration

AgencyZoom Integration Setup

Support, Integrations, AgencyZoom, Setup

Connect AgencyZoom for call pops, two-way texting, and AI summaries

A

AgencyZoom Integration

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AMS360

Integrations, Insurance, AMS Platforms

Connect calls, notes, and activities to the right account, helping teams reduce manual entry and speed up follow-ups.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
  • Text Message Sent
  • Text Message Received
  • Email Sent
  • Email Received
  • New Note Added
  • Missed/Abandoned Call Logged
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
A

AMS360 Feature

AMS360 Integration

AMS360 Integration Setup

Support, Integrations, AMS360, Setup

Connect AMS360 for call pops, logging, and AI summaries

A

AMS360 Integration

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Applied Epic

Integrations, Insurance, AMS Platforms

Sync call details, summaries, recordings, and tasks directly into the client record to keep every interaction organized.

Supported Triggers

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

Applied Epic Feature

Applied Epic Integration

Applied Epic Integration Setup

Support, Integrations, Applied Epic, Setup

Connect Applied Epic for activity logging, call pops, and AI summaries

A

Applied Epic Integration

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Downloads

Get the Orbit app on any device — desktop, iPhone, or Android

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Download LS Orbit for Mobile

Stay connected on the go with the LS Orbit Mobile App for calls, messaging, and real-time tools wherever you work.
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Download Orbit for Desktop

Stay connected with the softphone and sync data between Lightspeed Voice and your software.
Download for Windows
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Download for Mac
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Common Solutions

Quick access to our most popular help topics

🔌

Setting up integrations

Connect HawkSoft, AMS360, and other CRM systems

📞

Phone configuration

Set up desk phones and mobile calling

🤖

NOVA AI features

Call transcription and AI-powered summaries

⚙️

Technical requirements

Network setup and system specifications

📥

Downloads

Apps, manuals, and setup guides


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Live Support

You've got questions.
We've got videos!

Learn the essentials of using Lightspeed Voice's Quantum, Connect and Automate.

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How-To Videos

Integrations How-to

Acumatica Tutorial
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AgencyZoom Tutorial
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AMS360 Tutorial
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Grandstream GRP 2624
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In Browser Softphone
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(LS Orbit) Mobile App
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Momentum Tutorial
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Acumatica thumbnail
Lightspeed logo with the text 'AgencyZoom Integration Setup & Features' on a purple and red gradient background.
Lightspeed logo with text 'more than just talk' and 'AMS360 Integration Setup & Features' on a purple background with red and orange abstract shapes.
Man in purple shirt holding a Grandstream GRP2624 IP phone with a tutorial description and image showing how to plug in the phone's Ethernet cable.
In Brow
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Lightspeed Momentum Integration Setup promotion highlighting instant client info access, automatic call logging, AI summaries, with a laptop, tablet, and phone showing call management interface.

Frequently Asked Questions

Quick answers to common questions

How do I set up my CRM integration?

Connect your HawkSoft, AMS360, or other CRM through the Orbit desktop app under Settings > Integrations. Supports auto call logging, NOVA AI summaries, and contact sync.

How do I configure call forwarding?

Set up unconditional, busy, no-answer, or time-based forwarding rules in your user portal under Call Settings. Forward to mobile, another extension, or voicemail.

How does NOVA AI work?

NOVA transcribes every call in real time, generates a plain-language summary, identifies action items, and syncs everything to your CRM automatically.

How do I add users to my account?

Go to Admin Panel > User Management and click + Add User. Assign a role (User, Supervisor, or Administrator), set an extension, and send a welcome email invite.

What phones are supported?

We support Grandstream (GRP/GXP series), Yealink (T3x/T4x/T5x), and Poly (VVX/Trio) desk phones, plus the Orbit desktop app for Windows/macOS and mobile app for iOS/Android.

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