How to Integrate Acefone with Kylas Caller

How to Integrate Acefone with Kylas Caller

Table of Contents
  • Prerequisites
  • Step-by-Step Process
Integrating Acefone with Kylas allows seamless call management within the CRM system. Follow this step-by-step guide to successfully configure and set up Acefone with Kylas Caller.

Prerequisites

Before starting the integration, ensure you have the following:
  1. Admin access to both Kylas CRM and Acefone.
  2. Kylas API Key (can be found under Integrations Tab in Kylas Settings).
  3. Acefone Admin Credentials (Username and Password).
  4. List of users who will be using Kylas Caller with Acefone.
  5. Access to Acefone API Connect settings to generate API keys and configure webhooks.


    Step 1. Login and Initial Setup

    1. Login to Kylas.


    2. Install and Login to Kylas Caller App under Kylas Marketplace.



    3. Navigate to the API Keys tab and configure your Kylas API key.




    Step     2. Manage Users

    1. Go to the Manage Users section.

    2. Add the users who will be using Kylas Caller.



    3. The users will receive a verification link via email to set up their password for Kylas Caller.



    Step 3. Connecting Acefone with Kylas

    1. Navigate to the Connected Accounts tab Click on Add Connected Account.

    2. Provide an Account Name.

    3. Select Vendor as Acefone.

    4. Enter your Acefone Admin Username and Password.

    5. Click Save.





    Step 4. Adding Agents & Configuring Click-to-Call API

    1. Once the account is saved under Connected Accounts, go to View Agents.



    2. Click on Add Agent.

    3. Select the corresponding Kylas User.

    4. Select the corresponding Acefone User.



    5. To obtain the Click-to-Call API key:

      • Log in to Acefone Admin Account.

      • Navigate to API Connect > Click-to-Call Support API.

      • Generate an API Key, select the user, and save.



      • Copy the API key by clicking on 'Copy Key' and configure it under Kylas Caller > View Agents > Click-to-Call API Key tab.

      • Click Save.



    Step 5. Configuring Webhooks for Call Events

    1. Return to the Connected Accounts tab.

    2. Copy the Event Hangup URL from Kylas Caller.



    3. Log in to Acefone Portal and navigate to API Connect > Webhook.

    4. Click on Add Webhook.



    5. Create two webhooks – one for Inbound Calls and one for Outbound Calls.


    Inbound Webhook Configuration

    • Name: Inbound Webhook

    • Trigger Type: Call Hangup (Missed or Answered)

    • URL: Paste the Hangup URL copied from Kylas Caller (same for both inbound and outbound)

    • Request Method: POST

    • Call Type: Inbound

    • Content Type: application/json

    • Destination Tab: Add all relevant numbers

    • Date/Time Format: Default

    • Timezone: IST

    • Save Settings




    Outbound Webhook Configuration

    • Name: Outbound Webhook

    • Trigger Type: Call Hangup (Missed or Answered)

    • URL: Paste the Hangup URL copied from Kylas Caller

    • Request Method: POST

    • Call Type: Outbound

    • Outbound Type: Click-to-Call

    • Content Type: application/json

    • Date/Time Format: Default

    • Timezone: IST

    • My Numbers Tab: Add all relevant numbers

    • Save Settings





    Step 6. Finalizing the Setup

    1. Ensure that all users have logged into Kylas and Kylas Caller.

    2. Users can now click on the Click-to-Call icon within Kylas.



    3. The call will be placed successfully via Acefone.




    Conclusion

    By following this guide, you have successfully integrated Acefone with Kylas Caller. This integration will streamline call management and improve communication efficiency within your organization. If you encounter any issues, please reach out to support for further assistance.