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 Ring Central system with Steer's Call Intelligence Features:
Part 1: Creating and Accessing your JWT Token
Part 2: Identifying your Extension (Agent) IDs
Part 3: Establishing Connection Between Steer and Ring Central
Part 4: Setting up Eligible Steer Users
Part 5. Enable Desktop Push Notifications for the User on the Device
Part 1: Creating and Accessing your JWT Token
To Create your JWT Token:
1. Login to the Ring Central developer console with your RingCentral account using this link: https://developers.ringcentral.com/
a. You must utilize a Ring Central Super Admin Account to create the JWT token.
2. In the Top Right Corner, click Your Account, select "Credentials".
3. Begin creating your JWT access token for the Steer Call Assist App.
a. Select "Create JWT button."
b. Fill out the required form information.
i. Label - the internal name for the Steer Integration, name whatever you would like. ex: Steer Call Intelligence
ii. Select "Only Specific App of My Choice."
iii. Enter Client ID - paste the Steer Application ID: 4iUInLzyul2dVFX098XAUe
iv. Select "Add App" - make sure the app name is called "Steer Call Assist."
v. Leave the Expiration Date field, EMPTY.
vi. Select "Create JWT."
To Access your JWT token:
1. Return to the Credentials section.
2. Select the token you created above.
3. Copy the JWT Value.
a. If you do not see the JWT Value, select the "show" button.
Paste the JWT Token in Steer
1. Navigate to Steer.
2. Settings > Communication.
3. Click Calls.
4. Paste the JWT Token in the Token Box.
Part 2: Locating your Extension ( or Agent) IDs for Integration
The Extension ID you enter in Steer settings is dependent on how you utilize RingCentral.
Does your shop have calls ring directly to individual user(s)/extension(s)? If so, you will use Setup Flow #1.
Does your shop use a Call Queue - directs calls to ring to a group simultaneously? If so, you will use Setup Flow #2.
IMAGE
Setup Flow #1: for this setup you need to identify the Extension ID(s), in RingCentral these will be User ID(s), you want to onboard to each location - the phone number(s) that belongs to your shop. You can onboard multiple extension/users to a single location.
If you have multiple shops you will repeat this process for each shop and their respective phone number(s).
1. Login into RingCentral Service Portal -> click Users in the top bar navigation.
2. Select the User(s) you want to onboard to your Steer shop. Click on that user's name.
3. Locate the URL in your browser - the highlighted area in the image below is User Extension ID of this particular user.
a. This ID will be used later as the Extension ID and eligible Steer User Agent ID, in Steer Settings.
4. Copy this ID - you will paste this ID in Steer in the Extension ID box and Save.
5. Repeat for each User/phone number you want to onboard to your Steer shop. This means Steer will associate call activity with this User/number to this specific Steer shop Call Intelligence; this will also facilitate the CallerID+ pop-up notifications.
Alternatively, if you have multiple users to add: You can download the whole list of your Users as an XLS file. In this file, Column A (Mailbox ID) is the same ID we are looking for in the URL.
Using Setup Flow #2: for this setup you need to identify the Call Queue you need to onboard to your Steer shop - the group of phone numbers that you would like to onboard to this location.
If you have multiple shops you will repeat this process for each shop and their respective Call Queue.
1. Login into RingCentral Service Portal -> click Phone System in the top bar navigation.
2. Click Groups on the Left Hand Navigation.
3. Click Call Queues and locate the Call Queue that is associated with your shop.
4. Click the name of the Call Queue - Locate the URL in your browser - the highlighted area in the image below is Extension ID of this Call Queue.
a. This ID will be used later as the Extension ID in Steer Settings.
4. Copy this ID - you will paste this ID in Steer in the Extension ID box.
5. Pasting the Call Queue ID into the Extension ID in Steer will facilitate call information from RingCentral to Steer for all phone numbers associated with that Call Queue. This will also facilitate CallerID+ pop up notifications for those users as well.
Part 3: Establishing the Connection between Steer and Ring Central
Note: From this point you can either proceed with self-service onboarding or reach out to
our support team to assist with the Steer portion of the integration.
Paste the IDs into Steer to Establish the Connection
1. Go to Shop settings -> Communication -> Calls make sure RingCentral is selected as call system type
2. Paste your JWT token from Part 1 into the "Application Token" field.
3. Based on your setup from Part 2, paste the RingCentral Extension ID(s) into the "Extension ID" field.
a. Paste the Call Queue Extension ID and select Call Queue checkmark if this location uses this setup type.
b. Paste one, or a group, of direct Extension IDs of your RingCentral Users if you use multiple direct phones
Notes:
- You can have multiple if you are using multiple Extensions in 1 Location but do not use Call Queue. It is intended for the case of having multiple Call Queues in one location.
- Using Call Queue requires only Call Queue IDs to be pasted in Shop Settings, individual user IDs shouldn’t be added to Shop Settings.
Part 4: Setting up Eligible Steer Users
Seers Users will only have access to the Call Intelligence features if they are marked as eligible and associated with a certain User ID/phone number. Steer Users can have multiple Ring Central Extensions ID or, multiple Steer Users can share 1 Ring Central Extension ID.
To setup your Users:
1. Locate your User/Agent IDs - Follow Setup Flow #1 from Part 2 for detailed instructions.
2. Copy the User ID/Agent ID from the URL.
3. Navigate to Steer.
4. Go to Shop settings -> Company -> Users
5. Locate the Steer User you would like to add the ID to, this will allow that user to utilize CallerID+ Notifications.
a. Best practice is each person having their own Steer user with their own associated User IDs - this guarantees they will receive notifications in Steer when their phone rings.
b. If your employees share a Steer user, you can add multiple IDs to a single user. Caution: this may become noisy with notifications.
6. Select Edit Call System button.
7. Enter the RingCentral Extension ID (user) you want this Steer User to have access to.
For example: the Demo User is one of the responsible for taking calls from (617) 245-9228 which belongs to Extension ID 6131313131.
4. Save changes for this Steer User.
5. Repeat for any other users you would like to have access.
Part 5. Enable Desktop Push Notifications for the User on the Device
Make sure that Push Notifications are allowed for Steer for those Steer Users who need access to Steer Call Intelligence features.
1. User Profile -> Notifications to toggle ON for Desktop Notifications for Call Features.
See our full guide on Push Notification Setup - Click Here.
Please reach out to Customer Support if you have any questions.
- or chat with our team via the Steer platform.