Servetel Integrations With Kylas CRM: A Step-by-Step Guide

Overview

Kylas Caller App helps users connect their cloud telephony apps with Kylas CRM. Users can configure this app to create new leads/contacts in the CRM whenever a call is received from a new number. Users can also initiate calls from within the system. This integration can be used with leading service providers like Exotel, My Operator, Tata Telephony, etc.

How will It work?

Steps to install the application:

Click on the Install app button
Click on ‘Allow and Install’
After installation, sign up on the app
Verify your email and login
Navigate to ‘Installed apps’ under Marketplace
Click on ‘View Details’ of Kylas Caller app

How to Connect an operator's account:

Login to the Kylas caller application
Navigate to the ‘Connected Accounts’ section
Click on ‘Add Connected Accounts’
Choose the operator name of your IVR service provider
Enter the required information based on the operator chosen
Click ‘Save’
From the connected accounts listing app, copy the webhook URL and paste it in the webhook section of your IVR service provider in order to receive call logs automatically

How to Add users in the app:

Navigate to ‘Manage Users’ inside the SMS app
Click on ‘Add User’
Enter the Name and Email of the user
Choose the Role from Member or Admin
Choose the corresponding Kylas user from the list of Users available in your Kylas account
Click on Save
The users who have been added as an ‘Admin’ on the Kylas caller app, will be able to view all menu items in the application such as Call logs, Connected Accounts, Manage Users, API Keys
However, the users who have been added as ‘Member’, will be able to view only the following menu items Call logs and they will be able to view logs of the calls made or received by them

How to map Agents on the Kylas caller app:

On the connected accounts listing page of Kylas caller application, Click on view agents
Click on the ‘Add Agent’ button
Map the Kylas caller user with the Agent of your IVR service provider
These users will be stored as owners of the calls that they receive through the IVR

How to Call using click to call application from Kylas sales:

After installing the Kylas caller application and configuring your account
Login to Kylas Caller application
Navigate to Kylas Sales CRM
Navigate to any Lead or Contact listing page or Details page
Click on the blue color call icon shown with the Lead or Contact’s phone number
Click on the operator name that you want to use from the available options
The call will be placed
After the call is disconnected, navigate to the Lead or Contact’s details page call log section to view the call log
The call recordings are also attached with every call log after few minutes provided that the IVR has an ability to send recordings

Quick Links

Install Now

Permissions:

It requests the following permissions:

Contact:
Read, Read All, Write, Update, Call
Lead:
Read, Read All, Write, Update, Call
Call:
Read, Read All, Write, Update, Update All
Company:
Read, ReadAll
Pipeline:
Read, ReadAll
Search List:
Read
User:
Read
Team:
Read

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Servetel

Overview

How will It work?

Steps to install the application:

How to Connect an operator's account:

How to Add users in the app:

How to map Agents on the Kylas caller app:

How to Call using click to call application from Kylas sales:

Quick Links

Permissions:

It requests the following permissions:

For Sales Manager:

For Sales Reps:

Servetel

Overview

How will It work?

Steps to install the application:

How to Connect an operator's account:

How to Add users in the app:

How to map Agents on the Kylas caller app:

How to Call using click to call application from Kylas sales:

Quick Links

Permissions:

It requests the following permissions:

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