What is Exotel ?
Exotel is a cloud telephony solution. Using BIK <> Exotel integration you would be able to make calls to customers from the BIK dashboard itself and also see the logs of the call in the chat activity.
Integrating Exotel With BIK
Go to the integrations screen and enter the credentials associated with exotel
Add the following credentials
Key Id → Api Key (Username)
Key Secret → Api Token (Password)
Sub domain and Account SID information can be found in header part of the same page. ??
To get the above credentials you can go the developers portal in exotel
You can ignore agent phone numbers and exo phone numbers
Using the exotel integration
Exotel Features
Inbound Call ❌
Ability to receive calls from the BIK Dashboard
Inbound call has to be received from the phone itself.
Outbound Call ✅
Ability to call from the BIK Dashboard
Logs ✅
Show logs in the CRM around call activity
In helpdesk ticket you should be able to see phone icon on successful exotel connection
Agents can go to the settings and add their numbers, that number will be used for making the calls
Once you make the call the logs will be visible
For further assistance or to raise feature requests related to Flow Category, please contact [email protected].