Exotel

Features available with Exotel integration:

- Exotel is a cloud telephony service provider which is used to make and receive phone calls and send the text messages using its web service APIs.

- Staff can see and extract the domain wise chat transcripts using Exotel icon from header menu on manage portal.

- If staff wants to convert the conversation into ticket then open particular chat & select convert to ticket option which is at the right side of the page.

Steps for Exotel integration

Step 1] Login/Sign up to the http://my.exotel.in account.

Step 2] You can retrieve the Exotel SID & Exotel Token from My account>> setting >> API setting tab.

Step 3] The app information is available at the Homepage>>Admin panel>> App Bazaar.

Step 4] Login back to the manage portal.

Adding Exotel details

Domain: Select the domain for which you want to add the Exotel integration.

Title: Here you can specify the title for the Exotel integration.

Account Sid: Here you should enter the account Sid. (From Step 2)

Auth token: Specify your auth token key of your Exotel account. (From Step 2)

Status: You are able to enable or disable the status of the Exotel from here.

Using the Exotel integration

When this setting is completed there will be a menu that will appear after notifications. It will consist of options like:

Call: Staff will be able to make the calls to the clients from here.

Send message: Staff will be able to send messages to the clients from here.

Send Bulk SMS: Using this you are able to send the bulk SMS to the numbers which are available with the particular selected app.

Note: Staff will be able to see call & message details on Exotel section from header menu on manage portal.

After the successful adding of the Exotel account go to:

Path: Settings/Staff Section/Team/Integration/Exotel/ Select Yes.