How to Integrate Call Inbound to Steer - Call Intelligence & CallerID+

Steer's CallerID+ and Call Intelligence work together to give your team everything they need to handle calls with confidence and turn your phone into a real sales tool.

• See full customer profiles—including vehicle info, ARO, visit history, lifetime value, and upcoming maintenance.
• Book appointments, add notes, or create to-do’s right from the call screen, all tied to the customer’s profile.
• Track call performance—see who answered, how the call went, and whether it led to a booking.
• Get AI-powered call summaries—with key moments and customer reactions —no need to dig through recordings.

Follow the steps below to integrate your existing Call Inbound system with Steer's Call Intelligence Features:

Part 1: Connecting Call Inbound to Steer

Part 2: Connecting Steer Users for CallerID+

Part 3: Enable Desktop Push Notifications for the User on the Device

Part 1: Connecting Call Inbound to Steer

1. Login to Steer. 

2. Settings > Communication. 

3. Click Calls > select Call Inbound.

4. Login using your Call Inbound Office Manager (Admin) Credentials. 

5. Select the Site that is relative to your shop.

     - You may not have a Site setup, that is okay! You can still connect and utilize the features without a Site. 

6. Select the Extensions associated with your shop. 

     - Include all extensions that you would like included in your Call Intelligence reporting and for CallerID+ notifications. 

7. SAVE - your settings should look similar to below. Now you will need to setup your Steer Users to receive CallerID+ notifications for their extension. 

Part 2: Connecting Steer Users for CallerID+

1. In Settings, click Company. 

2. Click Users. 

3. Select the Configure Call Settings Icon beside the Steer user you would like to receive CallerID+ notifications. 

4. Select the Extension(s) for this user that they would need to receive notifications for. 

     - You can attach multiple extensions to a single Steer user; however this may become disruptive for CallerID+ notifications. We highly recommend each employee who needs to receive CallerID+ notifications while in Steer, to have their own Steer login. 

5. SAVE.