How to Integrate Ring Central with Steer's Call Intelligence Features

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 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.

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. 

 

Part 2: Locating your Extension (Agent) IDs for Integration

Using Setup Flow #1: for this setup you need to identify the Extension (Agent) User you need to onboard to each location -  the phone number that belongs to each certain location.

1. Go to Admin Portal -> Users in your RingCentral Service Portal.

2. Select the User for a certain location.

3. Locate the URL in your browser - the highlighted area in the image below is User Extension ID of this particular location.

     a. This ID will be used later as the Steer Shop and eligible Steer User setup key, in Steer Settings. 

Alternatively: 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 each location.

1. Go to Admin Portal -> Phone Systems -> Groups -> Call Queues

2. Select the Call Queue which represents the specific location.

3. Locate the URL in your browser - the highlighted area in the image below is User Extension ID of this particular location.

5. See Flow #1 and obtain the individual user Extension IDs as well, these will be used later to assign eligible Steer Users.

 

Using Setup Flor #3: for this setup the IVR works as a simple routing tool, each location would be set up the same way as one of the above setup flows.

 

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 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 subset, of direct Extension IDs of your RingCentral Users if you use multiple direct phones

 

Part 4: Setting up Eligible Steer Users

Seers Users will only have access to the Call Intelligence features only if they are marked as eligible and associated with a certain 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. Go to Shop settings -> Company -> Users

2. Select Edit Call System button.

3. 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. 

 

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. 

See our full guide on Push Notification Setup - Click Here.

 

Please reach out to Customer Support if you have any questions.

• Email 
• or chat with our team via the Steer platform.