Agency Matrix Integration Guide

What can this integration do?

  1. Call Pop (aka Screen Pop) — A client’s file opens when that client calls in.
  2. Copy Paste — Information from Bridge can be copied and pasted into Agency Matrix (no setup required)

Watch this video for an example of copying from Bridge and pasting into a management system.

The Kotter Group is happy to work with Agency Matrix to develop more integrations with Bridge.

Last updated November 13, 2019