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.