FAQs in this section
Where is the recording of my calls stored in Vtiger CRM?
Can I call my customers directly from my laptop or desktop?
How is the Phone Calls module useful?
What are the telephony gateways that are integrated with Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Where do I add a phone number to use in the Phone Calls module?
How do I make a phone call from Vtiger CRM?
Can I use multiple gateways or service providers to make calls?
Can I set up a voicemail from the Phone Calls module?
Can I save my phone calls as text copies or transcripts?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
How do I make a phone call to my customer?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
How do I see the details for each phone call I have made?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
Is it necessary to create an account in VICIdial?
How do I set up VICIdial with my CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How do I set up the recording filename for VICIdial?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why is the Recording Link not Working in Vtiger?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
Can I transfer a call to the CRM?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
What is PHLO Support for Plivo?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I install the Vtiger Asterisk Connector?
How do I configure Exotel in Vtiger CRM?
How does Exotel integration work with Vtiger?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
Can a phone number be linked to a case record?
Can a phone number be linked to a deal record?
What is the Phone calls pop-up configuration?
What is a Generic Phone Call API?
What are the benefits of using a Generic Phone Calls API?
In which editions of Vtiger CRM are the Generic Phone Call APIs available?
What is a UUID?
How do I configure Phone Call settings for the Generic gateway?
How do I send a request from Postman to create or update Phone call records in Vtiger CRM?
How to send a request from Postman to initiate a call in Vtiger CRM?
How to send a Postman request to update the Status field of the call in Vtiger CRM?
How to send a Postman request to update the call recording link in a phone call record in Vtiger CRM?
Can I assign incoming calls to a User or a Group in Phone Configuration?
What does the Country field in the Phone Call configuration do?
How do I integrate VICIdial with Vtiger CRM?
What is the purpose of duplicate prevention for the Office Phone and Mobile fields?
How do I configure my Knowlarity credentials in Vtiger?
Table of Contents
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:
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.
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