Exotel Telephony App
Enable click-to-call, realtime inbound call popups, send SMS using pre approved templates ,automatic ticket logging for every call with Exotel Telephony App.
Installationen
10+
Kompatibel mit
Support
Entwickler:in
UMS Tech Labs
About this app
Exotel Telephony app for Zendesk enables support teams to manage customer communication directly from Zendesk. Agents can make and receive calls, send SMS using predefined templates, and automatically log all interactions within tickets—eliminating the need to switch between tools and comes with a 15-day free trial.With real-time call popups, smart ticket linking, and built-in SMS capabilities, agents can respond faster and maintain complete communication history in one place. Key Features: -One-click outbound calling -Real-time Incoming call popups with customer details -Automatic call logging with recordings and status -Send SMS using predefined templates -SMS and call history tracking -Smart ticket linking and auto ticket creation for missed calls/ unattended calls/ Out of Office calls/ Non business hours calls.
Key Benefits: -Manage calls and SMS directly within Zendesk -Faster response time with a unified interface -Improved agent productivity -Complete communication history for tracking, monitoring, and auditing -Reduced manual efforts
Data Disclosure:This app processes customer phone numbers, call metadata, SMS details, and Zendesk ticket information solely to provide telephony features such as click-to-call, SMS messaging, call logging, and communication history within Zendesk. Customer data is shared only with Zendesk, Exotel, and customer-managed Google Sheets as required to deliver these services. The app does not sell or use customer data for advertising. Data is transmitted securely over HTTPS, and access is restricted to authorized systems. When the app is uninstalled, integration access is disabled and stored credentials are removed.
For more details, please refer to the Exotel Telephony App for Zendesk section in our Privacy Policy: https://umstechlabs.com/privacy-policy-3/
Details zur App
Installationsanweisungen
Following are the steps for installation of Exotel Telephony App 1. Sign in to your Zendesk Support account 2. Click the Admin icon in the sidebar. 3. Select Apps > Marketplace, then find the UMS-Exotel Telephony app and click the tile. 4. On the UMS-Exotel Telephony app page, click Install app in the upper-right corner. 5. Enter the following information: -Title: Name for the application. -Name: -Company Name: -Your Contact Number:
-Exotel SID: Refer https://support.exotel.com/support/solutions/articles/3000023019-how-to-find-my-api-key-api-token-account-sid-and-subdomain- to get your Exotel SID. -Exotel Token: Refer https://support.exotel.com/support/solutions/articles/3000023019-how-to-find-my-api-key-api-token-account-sid-and-subdomain- to get your Exotel Token. -Exophone Number: This number would be displayed on customer's mobile phone when you make a call. Refer https://support.exotel.com/support/solutions/articles/3000010956-how-do-i-buy-a-new-exophone- to get your Exophone Number. Exotel Subdomain: Refer https://support.exotel.com/support/solutions/articles/3000023019-how-to-find-my-api-key-api-token-account-sid-and-subdomain- to get your Exotel Subdomain. -Exotel SMS Sender ID: Use a 6-letter Exotel approved sender ID from which your SMSes will be sent. Refer https://support.exotel.com/support/articles/82238-i-want-to-change-my-sms-sender-id-how-can-i-do-that- to get your Sender ID. DLT Entity ID: Refer https://support.exotel.com/support/solutions/articles/3000096504-trai-regulations-on-commercial-communications-dlt-portal-sms-in-india to get your DltEntityId. 6.Refresh your page for the changes to take effect and your Exotel Telephony App is ready to use. 7.Open tickets and start using this app. 8. For incoming call popup/ creating tickets on calls refer this doc https://docs.google.com/document/d/1RU30go0KaPyr5TiHqTXYFpB72fwRz15muIxfeivZo/edit?tab=t.0#heading=h.q67sjdvyrzpg
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