Steps to integrate Exotel :
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.
Add Exotel details : Admin setting >> Integration >> Exotel >> Add
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 can enable or disable the status of the Exotel from here.
Step 5:- Create or Add the exotel details
a) First go to exotel profile >> App Bazar >> Copy App ID
b) Go to vision Helpdesk >> Admin setting >> Exotel >> Click on Menu option >> Exotel App
c) Once you integrate, Set the access rights of exotel for your staff members from admin setting >> Users >>Role
Post integration :
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.
