Setting Up the Dialer
Purpose:
This walkthrough aims to help you set up your Integrated Dialer on the CRM.
Pre Requisites:
The phone number for the dialer
Account Sid
Auth Token
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You can access the dialers either from the Set Up Dashboard or by going to Integrations and selecting Twilio
Or by going to Integrations and selecting Twilio
For this walkthrough we will be going through the Set Up Dashboard
Click Dialer
Here you will be brought to the Twilio integration screen. You will need to have a Twilio account set up prior to this step.
Once here you will need to add in your phone number in the Caller ID field
The Account Sid and Auth Token are found on your Twilio account dashboard.
Click the copy symbol on the right and copy into the WebForce screen.
The incoming Message is the first message your caller will hear when they call into your center.
You have 300 characters to utilize for this message.
The task reservation key is the number before you move the caller over to the next agent.
Once all information is entered, click Save
You will get a notification that the integration is successful.
The last step is to go back into the integration and click Enabled on the top middle.
Now your dialer is ready to be in use!
How to verify if the gateway/ integration is working:
Once you have finish setting up your dialer head to the CRM.
Click on the phone icon on the Upper right hand side of the screen.
Make a test call to yourself to verify that the dialer has been set up correctly.
Checklist:
Phone number for the dialer
Account Sid
Auth Token