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HawkSoft

Integrations, Insurance, AMS Platforms

Give your team accurate, automated call logging and account updates so conversations never get lost in the workflow.

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)
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HawkSoft Feature

HawkSoft Integration

HawkSoft Integration Setup

Support, Integrations, HawkSoft, Setup

Connect HawkSoft for call pops, logging, and AI summaries

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HawkSoft Integration

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Health Redirect

Technical Requirements, Reliability, Feature

Provides advanced monitoring to determine if your offices may be experiencing a power or network service interruption and automatically redirects to a pre-determined location or number that you can configure.

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How does NOVA AI work?

Support, NOVA AI, Setup

NOVA automatically transcribes calls and provides AI summaries and insights. Enable it in your account settings to start getting post-call analysis and recommendations.

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How do I add users to my account?

Support, Account Management, User Setup

Go to Admin Panel > User Management to add new team members. You can assign different permission levels and configure extensions for each user.

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How do I set up my CRM integration?

Support, CRM, Integrations, Setup

Connect your HawkSoft, AMS360, or other CRMs through the Orbit desktop app. Visit Settings > Integrations to get started with the setup wizard.

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How do I transfer a call on my desk phone?

Support, Phone Configuration, Call Transfer

For a cold transfer, dial Transfer, then the extension, then Transfer again — the call goes straight to that extension. For a warm transfer, dial Transfer, then the extension followed by #, which lets you speak with the receiving party first before completing the transfer.

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Hubspot

Integrations, CRM, Marketing, Automation

Popular CRM and marketing platform with tools for automation, campaigns, and inbound strategy.

Supported Triggers

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

HubSpot Integration

HubSpot Integration Setup

Support, Integrations, HubSpot, Setup

Connect HubSpot for call pops, logging, and contact history

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HubSpot Integration

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Hunt Groups

Call Routing, Ring Groups, Feature

A call routing technique is used to direct calls to a group of users, either all at once or one after the other in a particular sequence.

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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.
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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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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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