After registering with Knowlarity, you will be provided with a phone number, API key, and SR Number.
Follow these steps to configure these in Vtiger CRM:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Click Extensions.
- Select Phone Configuration.
- Click Add Gateway.
- Select Knowlarity from the drop-down.
- Enter or select the following information -
- Gateway: Select the Phone Call provider from the drop-down.
- Gateway Status: Select the status of the gateway as Active/Inactive. If active, you get the gateway prompted to select during a phone call.
- Default Gateway: Mark the gateway as default to automatically make a call from Knowlarity.
- API Key: Enter the API Key provided by Knowlarity. You can find the API key in Settings > Call Flow > Plan Settings page.
- SR Number: Add your SuperReceptionist phone number here.
- Your Caller ID (For Outbound Calls): The Knowlarity business number that is displayed to customers when they receive incoming calls from agents.
- Callback URL: Enter your Portal Callback URL details.
- Ticket/Case Title: Create merge tags or add custom strings that will be used when the Case is created from an Incoming Call Popup. E.g., Issue reported by $contacts-firstname$.
- Opportunity Name: Create merge tags or add custom strings which will be used when Opportunity is created from Incoming Call Popup. E.g., Opportunity with $contacts-firstname$ $contacts-lastname$.
- Vtiger Secret Key: Unique key generated for authentication, which has to be configured in Knowlarity.
- After you add all the details, click Save.