VICIdial × WHMCS integration

From online order
to answered call.

A complete software bridge for answering service providers—connecting sales, number provisioning, call handling and client communication in one automated workflow.

01 Order online02 Provision instantly03 Answer personally
LIVE SYSTEM FLOW
COMMERCE + CLIENT PORTALWHMCSOrder received
PROVISIONING
TELEPHONY + ROUTINGVICIdialNumber assigned
LIVE CALL
AM
AGENT INTERFACECall connectedInstructions synced
CALL NOTE DELIVEREDMessage sent to contact
SELF-SERVICE ORDERINGNUMBER POOL PROVISIONINGLIVE INSTRUCTION SYNCCALL NOTES + RECORDINGS

The integration layer

Two proven platforms.
One continuous service.

We connected WHMCS and VICIdial around the real operational needs of an answering service. The result removes manual setup, keeps agents up to date and gives every customer a professional self-service environment.

01

Automatic provisioning

A new answering service order in WHMCS automatically triggers provisioning in VICIdial and assigns an available forwarding number from your pool.

02

A purpose-built agent view

Incoming calls arrive in a custom VICIdial interface with the customer’s live instructions, contacts and the context an agent needs to handle the call.

03

One complete client portal

Customers review notes and recordings, manage contacts and change call instructions in WHMCS—without waiting for an administrator.

The automated journey

One order.
Every step connected.

From the moment a customer signs up to the moment their message is delivered, information moves automatically between the client portal and the agent desktop.

  1. 01

    Order

    The customer orders an answering service in WHMCS.

  2. 02

    Provision

    VICIdial assigns a forwarding number from the available pool.

  3. 03

    Answer

    The agent sees the call, instructions and WHMCS contact list.

  4. 04

    Deliver

    The right contact receives the call note; recordings remain in the portal.

VICIDIAL / AGENT WORKSPACELIVE
INCOMING CALLNorthstar Consulting
00:42
ANSWERING INSTRUCTIONS

Answer in our company name. Ask for the caller’s name, company and reason for calling.

↻ Synced from WHMCS just now
CONTACTS

DJ Dennis Jansen Primary

MS Marit Smit Sales

Add call note…

Built for the person answering

Everything the agent needs, at the right moment.

The custom agent interface presents current answering instructions and every relevant WHMCS contact alongside the live call. Agents can follow the script, transfer the caller or select exactly who should receive the note.

  • Live instructions from the customer portal
  • All WHMCS contacts visible in VICIdial
  • Call transfer and structured note handling

A better customer experience

Control stays with
your customer.

Every answering service customer receives a secure WHMCS environment. They can manage the information agents work with, and review the outcome of every conversation.

Change instructions live

Updates made in WHMCS are immediately available to agents handling calls in VICIdial.

Review every call note

Messages stay organised in the customer environment and can be delivered to the selected contact.

Replay call recordings

Customers can listen back to their conversations directly from their WHMCS account.

Built by TelForce

Ready to connect your
answering service?

Talk to TelForce about the VICIdial–WHMCS integration and how it can fit your operation.

Visit telforce.nl