Phones Integration – Shepherd Integration

The Shepherd integration connects your PetDesk Phones system with Shepherd, so your practice can coordinate call data, tracking, and workflows between your phone system and the Shepherd platform. This article explains how the integration works, what call events and data are shared, and how to configure the connection for reliable communication and reporting. Use this guide to ensure PetDesk Phones and Shepherd work together smoothly, helping your team capture and act on key call-related insights.

There are two requirements to enable this integration:

Note: if you have multiple locations and wish to integrate only one with Retriever, please explicitly state which location you would like to connect. Every location has a unique ID, and when integrating multiple locations, each will be connected to a separate instance of Retriever. 

1. Enable the Kontak integration from Shepherd’s integrations panel. 

• Log in to your Shepherd account, navigate to the Admin section, and choose the Integrations option. You will see a list of integrations available. Please find Kontak in the list, click on it, and toggle “enable integration” on the right-hand side. 

2. Provide the PetDesk Phones team with:

• Your Clinic ID

When PetDesk Phones receives these 2, we will handle everything else on our end, and once the integration is complete, you will receive login credentials for each location separately.  

Navigate to https://retriever.getkontak.com/ and use them to log in!