How to use Tata tele bulk dialer from Kylas?

How to use Tata tele bulk dialer from Kylas?

This article covers the steps to take in order to connect Tata Tele smartflo dialer campaign. wih this feature user can add their Kylas leads and contacts as lead lists in Tata Tele and they can create dialer campaign from Kylas and can start the campaign from Kylas itself.

Prerequisites:

  1. Permissions: Any user with Read permission on Leads, Contacts and Deals. 
  2. Product plan: Kylas Elevate and Above plans, Tata tele plan that have dialer campaign enabled 
  3. Activities to be completed: Install 'Kylas Caller' application from Kylas marketplace.

Steps: 

Connect Tata tele smartflo account: 
  1. After installing the Kylas Caller application, navigate to 'Connected Accounts' 
  2. Click 'Add Connected Account' button.

  3. Choose 'Tata tele smartflo' from the list of vendors.
  4. Enter your Account name, Access token and Caller ID (if available).

  5. And click 'Save' to save the account details.

Map Tata tele agents with Kylas users: Map your Kylas users with Tata tele agents to create call logs in the name of correct Kylas user
  1. Navigate to 'Connected Accounts' listing page 
  2. Click View Agents -> Add Agent
  3. Map Kylas user with Tata tele Agent 


Setup webhook URLs in Tata tele account: In order to get the call logs created in Kylas and to get the call pop up while an in progress call, you need to add webhooks in Tata tele by following the below steps
  1. Login to your Tata tele cloud services accoubt as an admin user.
  2. Navigate to API Connect-> Webhooks

  3. Click 'Add Webhook' 
  4. Enter the Name of the webhook and copy the Webhook URLs from Kylas Caller Connected accounts listing page, and add them one by one in each webhook of Tata tele with the below events 

Webhook URL event
Tata tele webhook Trigger
Call Type
Outbound type
Event hangup
Call hangup (missed or connected)
Inbound
NA
Event hangup
Call hangup (missed or
connected)
Outbound
Dialer
Event Incoming
Call Answered by Agent
Inbound
NA
Outbound dialer
Call Connected to Agent (Dialer)
Outbound
Dialer

    5. Choose the Request as POST
    6. Choose the Content-Type as application/json and Date time format as Default or ISO 8601.
    7. Save all webhooks with correct URLs to receive webhook events for selected activities in Tata tele 

Setup VPN and smartflo smartphone: Please connect with Tata tele support team to get the VPN and smartflo dialer setup for you in order to get the IVR calls. 

Make individual outbound call: Please follow below steps to make individual click to call
  1. Navigate to any Lead or Contact's listing page.
  2. Click the 'Click to call' button.
  3. Choose Tata tele smart flo from the list of vendors 
  4. Answer the call on your smart flo dialer after that it will connect to the Lead or Contact.


Create bulk dialer campaign: Please follow below steps to create Lead lists in your Tata tele account and create Dialer campaign with the created lead lists
  1. Navigate to Leads, Contacts or Deal listing page 
  2. Select the Leads in bulk 
  3. Click on the 'Add dialer campaign' button.
  4. Choose your Tata tele account from the list

  5. Enter the Lead list name and Description 
  6. Click 'Next'

  7. As soon as you will click next, Kylas will perform the following actions in your Tata tele account
    1. Kylas will group the selected Leads or Contacts by Owners and will create multiple Lead lists in Tata tele for each owner.
    2. Kylas will add all selected Leads or Contacts in the created Lead lists in Tata tele.
    3. You can check the created lead lists in your Tata tele account.
  8. Move to the step 2: Dialer campaign
  9. Enter the important information in order to create Dialer campaign in Tata tele.
  10. Choose the lead lists from the existing lists or created lists in the previous step.
  11. Also choose the Agents who can start the Dialer campaign. 

  12. Click 'Save' to create the dialer campaign in Tata tele. 

Start bulk dialer campaign: Please follow the below steps to start a campaign
  1. Navigate to Kylas home page 
  2. Click on the Global marketplace action -> Dialer campaigns

  3. Click on the 'Start campaign' button from the list of campaigns.
  4. Enter your Tata tele login credentials that you use for your Tata tele agent login 
  5. As soon as you will enter the valid credentials, the campaign will start 
  6. You will receive a call on the Tata tele smart flo phone and as soon as you will answer the call, the campaign will start and it will start calling the leads available in the lead lists



  7. You can Hang up the call from the above page.
  8. After a call with any lead gets completed, you can also update the disposition and start break.
  9. You can also stop the session call after the campaign is completed via click on the 'Stop session call' button.
  10. You will also receive pop ups when the calls are connecting to each lead. 
  11. All the call logs will be created in Kylas. 
      



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