Enhanced Caller Profiles append contact and demographic data to your calls based on Caller ID, sourced from Invoca’s partnered listing services.
Invoca is migrating Dashboards and Reports to the newer Insights & Analytics experience. See Insights & Analytics: Getting Started Guide to check out the new experience.
Available data fields
ECP data is appended based on Caller ID — if a caller doesn’t have a valid Caller ID listing, this data may not be available for that call.Where to find ECP data
ECP data appears in the Transactions and Calls reports at the Network and Profile platform levels.Tips for using ECP data
- Route calls with a rule-based Signal — for example, create a Signal expression for Home Owner Status = Own, then use a Check a Condition node in your call treatment to route homeowners to a dedicated queue.
- Target without exposing PII — most ad platforms prohibit sending personally identifiable information. Build a Signal expression based on ECP data, then send just the resulting Signal (not the underlying personal data) to stay compliant.
- Send to Salesforce — when enabled, ECP data flows to Salesforce as part of the Invoca for Salesforce Sales Cloud integration, so agents can see caller context without leaving their CRM.
- ECP data can’t be backfilled — it isn’t available for calls that occurred before the feature was enabled.
Limiting ECP to specific campaigns
By default, ECP applies to all campaigns, including future ones. To limit it:- Click Settings in the sidebar.
- Under Network > Tools, select Enhanced Caller Profiles.
- Choose the Specific Campaigns option, then select which campaigns to include.
- Click Save.