Lightspeed Voice Support and Customer Help Center

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Bulk Prospect Upload

Account Management, Phonebook, Feature

Revolutionize your sales pipeline with Lightspeed Voice's Bulk Prospect uploading. Say goodbye to manual entries and wasted time, and hello to streamlined lead management. Import prospects effortlessly and gain valuable insights.

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Call History vs. CDR Reports

Support, Reporting, Call History

Use Call History to review an individual call, including who called, when, recordings, and NOVA details. Use the CDR report to analyze call volume patterns, durations, and trends across many calls over time.

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Call Recording

Call Recording, Compliance, Feature

Recording VoIP calls in the cloud is a safe and dependable way to capture two-way audio during phone conversations. This technology, once only used in large-scale call centers, has become accessible to all businesses.

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Chrome Extension

Integrations, Browser, Productivity

Lightspeed Voice's Chrome Extension allows users to leverage the convenient click2call feature while browsing websites on Google Chrome. By simply clicking on a phone number, you can initiate a call to your phone, and upon answering, the call will be connected to the number you clicked.

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ClientCircle Integration Setup

Support, Integrations, ClientCircle, Setup

Connect ClientCircle for two-way text message sync

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Custom Call Disposition

NOVA AI, Call Recording, Feature

Lightseed Voice offers a call disposition feature that presents a brief summary of the call's outcome. You can customize the dispositions to suit your business needs and create the ones that work best for you. It includes a set of tags or values that you can utilize to record the results of your calls. This feature helps teams to evaluate their performance and identify areas for improvement.

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Custom Call Routing

Call Routing, Phone Configuration, Feature

Lightspeed Voice offers an automated call routing system that uses a routing engine to direct incoming phone calls to their intended recipient. The routing system is highly customizable, allowing you to create your own routes or get assistance in doing so. You can choose from a range of options for where the call should go, including an auto attendant, voicemail, a specific department, a team member, and more.

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Dial Plans

Call Routing, Phone Configuration, Definition

Dial Plans are strings of characters that convert dialed numbers into outbound dial strings. They can act as filters by allowing, disallowing, or modifying dialed numbers. When a dialed number matches a set Dial Plan on the device, the device will send the numbers outbound. Dial Plans can prevent calls to specific destinations like 411 and International Numbers or add an area code for 7-digit dialing. Dial Plans may look alike across manufacturers but can differ. Although most Dial Plans are based on MGCP, they may have modifications for different purposes.

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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.

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Integrations How-to

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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