Connect RingCentral
Call analytics, agent activity, queue performance per employee.
Prerequisites
- RingCentral admin role
- Access to the RingCentral Developer Portal
- A PerfCopilot admin account (the Connect button is only visible to admins)
1. Generate credentials in RingCentral
- Sign in to https://developers.ringcentral.com.
- Click Create app and choose auth type JWT auth.
📖 Official guide: Creating a JWT credential — RingCentral's own documentation for creating this credential.
- On the Scopes tab, enable:
ReadAccountsReadCallLogReadCallRecording
- Open the Credentials tab and click Generate JWT — save the JWT token (shown once).
Copy these values; you'll paste them in the next step:
- JWT token
2. Paste into PerfCopilot
-
Open Integrations on your PerfCopilot admin.
-
Find the RingCentral card and click Connect (or Manage if already configured).
-
Paste each value into the matching field:
| Field in PerfCopilot | Value from step 1 | |---|---| | JWT token |
<your value>| -
Click Save.
3. Verify
Click Test in the drawer. Expected:
✅ Authenticated as your-account@ringcentral.com
If you see a red error, jump to Common errors.
Common errors
| Message | What it usually means | Fix |
|---|---|---|
| OAU-251 | JWT was signed with a key that doesn't match the app. | Regenerate the JWT from the Credentials tab and re-paste. |
| CMN-301: invalid scope | The JWT was minted with a smaller scope set than PerfCopilot needs. | Re-edit the app, add ReadAccounts, ReadCallLog, ReadCallRecording, regenerate the JWT, re-paste. |
| HTTP 401: <body excerpt> | Credentials rejected. | Re-check that you copied the full token, no leading/trailing whitespace. |
What signals we pull
phone— call counts and durations
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