Exotel is the emerging market’s leading full-stack customer engagement platform comprised of their suite of communication APIs, omnichannel contact center (Ameyo) & conversational AI platform(Cogno AI) in the cloud.
With Engati’s Exotel integration, you can make calls directly from the Engati portal without needing to switch back and forth between Exotel and Engati.
It is necessary to follow some prerequisite steps before integrating with Engati. In this process, API credentials are generated and Account SID and Subdomain are fetched. This section provides a brief explanation of each step.
1. Generating API credentials
a. Login to your Exotel account
b. Click on API credentials present on the menu bar up top
c. Click on the ‘create API key’ button under the API credentials section.
1c) Provide API Key Name as ‘Engati’
2c) Select POST calls/connect & GET incomingphonenumbers/*
3c) Click on the Create button
2. Fetching account SID and subdomain
a. Log in to your Exotel account
b. Click on API Credentials Copy Account SID and Subdomain
3. Steps to integrate with Engati
a. Log in to your Engati account and navigate to Integrations tab
b. You could see an option for Exotel integration in the cloud integrations tab. Click on the ‘Connect’ button.
c. Fill in the account name and click on ‘Authorize’
d. Once you click on the ‘Authorize’ button, fill in the following fields
1d) API Key is the Username under Exotel -> API Credentials -> Engati -> API KEY (USERNAME)
2d) API Token is the Password under Exotel -> API Credentials -> Engati -> API TOKEN (PASSWORD)
3d) Account SID is present under Exotel -> API Credentials -> Account SID
4d) Lastly, Sub Domain is also present under Exotel -> API Credentials ->Subdomain
e. Once you click on the ‘Save’ button, fill in the following fields
4. Steps to make a call
a. Login in to your Engati account
b. Click on Messages icon from the left menu panel
c. Click on the ‘ < ’ icon to Expand (present on the right-hand-side)
d. Click on the Exotel option, if your account is connected to Exotel integration then the window would appear as shown below.
e. Please fill in the details
1e) From number indicates the agent number from whom the call would be initiated.
2e) To number indicates the user number for whom the call would be initiated.
3e) Caller ID is the list of caller ids given to you by Exotel, you could pick any and click on Call.
4e) That's it, this is how you can directly make calls from the Engati portal using Exotel Integration.