How to connect Kylas with My Operator?

How to connect Kylas with My Operator?

This article covers the steps that need to be performed in order to integrate My Operator with Kylas CRM.

Prerequisites 

Permissions:  Any user with access to the Kylas account API key.
a) Contact -  read, read all, create, update, call 
(b) Company - read, read all  
(c) Lead - read, readAll, create, update, call 
(d) Call - read, readAll, create, update, updateAll 
Product Plans: Explore & Elevate
Activities to be Completed: Install the caller app

Step by Step Process

 Step 1 - Navigate to the Kylas Marketplace tab on the default dashboard panel.


 Step 2. All the apps under marketplace would appear. Select Kylas Caller.


Step 3. Click on the Install App option.


 Step 4. It will ask you to Sign in to your account. Add your credentials and proceed further.

Step 5.  Listing page with all the required permissions would open up. Click on Allow and Install.


 Step 6. After installation it will ask you to sign up to the application with your email ID. Once done verify the email ID and sign in.

Step 7. Once you install and verify your account, you will be landing on the following page where you need to enter the kylas API key and check the options according to your requirements,i.e, when syncing a call, a lead/contact should be created.


Step 8. Click on "Add connected account" and select vendor as My Operator, then continue with adding your My Operator details.


Note:  My operator API key & API Secret will be visible in the 'API Settings' section of My Operator.
Public IVR ID will only be available if you have an Outgoing subscription to the My Operator account., and you can connect with the My operator support team for the same.

Step 9. Once done, navigate to manage users and send invites to all the users. 



Step 10. Once details are added, they will be visible under the 'connected accounts' section of Kylas Caller.


Step 11. Click on View Agents.



Step 12. Now click on Add agent and map Users with My Operator users > Save.



 Step 13. Go to the Map fields section.
. 
Step 14. Turn the Default mapping to Active and map the campaign, products services and source for the number you'd like to track the inquiries for.



 Note:- Go to the Manage section of My Operator account > Integration>  Webhook > Add webhook and select the option you'd like to proceed with.


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