Guide FloatChat

Floatchat- User Guid

Exotel

Introduction #

Exotel is a leading full-stack customer engagement platform in emerging markets. It offers a suite of communication APIs, an omnichannel contact center (Ameyo), and a conversational AI platform (Cogno AI) in the cloud. With Floatchat’s integration with Exotel, you can make calls directly from the Floatchat portal without the need to switch between Exotel and Floatchat.

Prerequisites #

Before integrating with Floatchat, there are some prerequisite steps that need to be followed. These steps involve generating API credentials and fetching the Account SID and Subdomain. This section provides a brief explanation of each step.

Setup #

1. Generating API credentials #

a. Log in to your Exotel account.

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b. Click on “API credentials” in the top menu bar.

Engati API

c. Click on the “Create API key” button in the API credentials section.

1c) Provide the API Key Name as “Floatchat”.

2c) Select the required POST calls/connect & GET incomingphonenumbers/* permissions.

3c) Click on the “Create” button.

2. Fetching Account SID and Subdomain #

a. Log in to your Exotel account.

b. Click on “API Credentials” and copy the Account SID and Subdomain.

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3. Steps to integrate with Floatchat #

a. Log in to your Floatchat account and go to the Integrations tab.

b. In the Cloud Integrations tab, you will find the option for Exotel integration. Click on the “Connect” button.

Floatchat for WooCommerce - Onboarding and Deployment

c. Fill in the account name and click on “Authorize”.

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d. Once you click on the “Authorize” button, fill in the following fields:

1 d) API Key: Use the Username from Exotel -> API Credentials -> Floatchat -> API KEY (USERNAME).

2d) API Token: Use the Password from Exotel -> API Credentials -> Floatchat -> API TOKEN (PASSWORD).

 3d) Account SID: Use the Account SID from Exotel -> API Credentials -> Account SID.

  1. Sub Domain: Use the Subdomain from Exotel -> API Credentials -> Subdomain.
  2. After clicking on the “Save” button, fill in the following fields:

Engati API

4. Steps to make a call #

a. Log in to your Floatchat account.

b. Click on the Messages icon in the left menu panel.

After configuring the conditions,

c. Click on the ” < ” icon to expand the options (located on the right-hand side).

Select the Exotel option. If your account is connected to the Exotel integration, a window will appear as shown below.

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e. Fill in the details:

1e) From number: Enter the agent number from which the call will be initiated.

2e) To number: Enter the user number for whom the call will be initiated.

3e) Caller ID: Select a caller ID from the list provided by Exotel, and click on Call.

4e) That’s it! You can now make calls directly from the Floatchat portal using Exotel integration. If you have any further questions or need assistance, please feel free to contact us.

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