This application helps you to communicate with your customers through kylas over the different channels like Call, 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)
In All Leads / Deals and Contacts → You can click on the “Tubelight Icon” to place a call on that number.
LeadRead, ReadAll, Write, SMS, Call
ContactRead, ReadAll, Write, SMS, Call
DealRead, SMS, Call
Share RuleRead, Write
CallRead, Write, Update