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How do I configure my Knowlarity credentials in Vtiger?

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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:
  1. Log in to the CRM.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings
  4. Click Extensions.
  5. Select Phone Configuration.
  6. Click Add Gateway.
  7. Select Knowlarity from the drop-down.
  8. Enter or select the following information -
    1. Gateway: Select the Phone Call provider from the drop-down.
    2. Gateway Status: Select the status of the gateway as Active/Inactive. If active, you get the gateway prompted to select during a phone call.
    3. Default Gateway: Mark the gateway as default to automatically make a call from Knowlarity.
    4. API Key: Enter the API Key provided by Knowlarity. You can find the API key in Settings > Call Flow > Plan Settings page.
    5. SR Number: Add your SuperReceptionist phone number here.
    6. Your Caller ID (For Outbound Calls): The Knowlarity business number that is displayed to customers when they receive incoming calls from agents.
    7. Callback URL: Enter your Portal Callback URL details.
    8. 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 $contacts-firstname$.
    9. 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 $contacts-firstname$ $contacts-lastname$.
    10. Vtiger Secret Key: Unique key generated for authentication, which has to be configured in Knowlarity.
  9. After you add all the details, click Save.
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