This application helps you to communicate with your customers through kylas over the different channels like SMS and WhatsApp. you can connect with your customers by any service available in your Tubelight communication's account.
To start with Onboarding → You can send a request for your account creation to Tubelight by sending email request at firstname.lastname@example.org or also you can connect our sales team at our IVR number – 75894 75894
Once your Admin account is setup at Tubelight, kindly follow the further process given below:
Step 1 :
Managing your profile section in Kylas by mentioning your account name(Tenant Name) provided by Tubelight
Right corner → User Profile → CRM settings → Navigate to Account → Profile Account Name: –
*Note : Please keep this name as same to Tenant name created at Tubelight
Step 2 :
Login to the account credentials provided by the Tubelight for Kylas authentication in another tab.
– Provide Tenant Name
Step 3 :
Now, Installation of Tubelight on Kylas Marketplace
https://app.kylas.io/marketplace → All APPs → Searched for Tubelight → Clicked on Tubelight → Install → Click on Allow and Install
*Note : After Installation, Incase you block the Tubelight site the process will throw an error so please make sure to accept and allow all the cookies and sessions of Tubelight site.
Click On “for dots” You will see the option for “Tubelight Phone”
Step 3 :
Once you click on Tubelight Phone → the below given screen will be popped up.You need to click on the “yellow highlighted” option above and once you do the same “GO ONLINE” option will be viewable.
Once you “Go Online” → You can start with your calling activities.
*Note : Please don’t click on cross(X), you can minimize the screen by clicking on option next to cross(X)
Please share your new template request for registration with Team – Tubelight
Step 2 :
Once Tubelight approves the same and reply you back about it, further process with your SMS activity using Kylas platform
Step 3 :
Click on your Leads / Deals and Contacts → Select your contact and click on the same, you will find the below screen on which click on the highlighted section (tubelight Icon)
Step 4 :
As soon you click on the “Tubelight Icon” from your selected lead the below selection of channel will appear – SMS or WhatsAppTubelight Communications Limited, private and confidential.
Step 5 :
Select Channel SMS → the number will be auto-filled for the selected lead/deals/contact → Select
your preferable template → Click on “Send SMS”
Select Channel WhatsApp → the number will be auto-filled for the selected lead/deals/contact → Select your preferable template → Click on “Submit”
Step 7 :
The WhatsApp also gives an option to communicate 2-way means, the requests and the response can be managed using the Kylas platform. Below screenshot is for your reference
LeadRead, ReadAll, Write, SMS, Call
ContactRead, ReadAll, Write, SMS, Call
DealRead, SMS, Call
Share RuleRead, Write
CallRead, Write, Update