How to use Exotel (for calls)

Note: you would need to have had Exotel onboarding process completed to be able to receive/make calls. Contact Hrutu if this is not done yet.

Outbound Calls

Go to URL:

https://my.exotel.com/⁠

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Click on “Inbox” on the left panel

See image for reference

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Screen Shot 2023-08-05 at 1.04.47 PM.png

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Click on “call” button on top left corner

See image for reference

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Screen Shot 2023-08-05 at 1.04.54 PM.png

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Paste the number of the customer (check “Mobile field on contact page on Zoho CRM to find the number to make a call on). Always only contact the “creator” of the application and not the “traveler”

See image for reference

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Screen Shot 2023-08-05 at 1.14.54 PM.png

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Click on call button on the left side

You will receive a call from your number from exotel first (+917314852914). Once you answer this call, it will be connected directly to the customer

Inbound Calls

You will receive a call from +917314852914 on your phone first

You will also see a pop up on Zoho CRM showing the details of the customer calling (always keep Zoho CRM tab open on your computer)

When you answer the call, you wil find the customer on the opposite side

You can check call details on Exotel Inbox after hanging up

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