The Exotel - LeadSquared Mobile Cloud Calling connector enables cloud calling from LeadSquared mobile app via Exotel voice APIs  for end - end call flow.

 

Note: Connector needs to be installed/ configured on the LeadSquared web portal.



Integration features

  • Click to Call - Place outbound calls to customers from LeadSquared mobile app directly via Exotel APIs .

  • Incoming call with call pop-up - Call pop enabled on mobile device to intimate for incoming calls.

  • List all DID(Virtual numbers).


Prerequisites

In order to have a successful integration with Leadsquared account, you must complete the following tasks:


  1. Sign up for an Exotel Account

  2. Verify your account through phone or email

  3. Get your account KYC verified

  4. Purchase ExoPhone(VN) to be used by Leadsquared users/agents for outbound calls

  5. Add agent under co-worker/ employee on Exotel dashboard(this should match the agent email/ phone number in Leadsquared portal)


Virtual Number



*The connector picks up the virtual number from respective field in user profile, this has to be configured in the connector app as mentioned below


Configuration - LeadSquared web portal


  • Hover the cursor over the settingsSettings iconicon on the app and click Configure.

Configure Mobile Cloud calling

  1. Prerequisites

 

  • Select Mobile App Calling – Only Cloud Calling Enabled

  • User Field Containing Virtual Number(DID) Select the parameter where Virtual number has been updated (CustomN under user profile)

 





  1. Click to Call setup


    Request Type - POST

URL - https://api.cocreate.exotel.com/v1/leadsquared/mobile/click2call?From=@{User:PhoneMain,}&To=@CustomerNumber&AccSid={AccSID}&VirtualNumber=@VirtualNumber


Parameters:


Key

Value

From

@{User:PhoneMain,}

To

@CustomerNumber

AccSid

Exotel Acc ID

VirtualNumber

@VirtualNumber

        

Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token



  1. Agent pop-up

Request Type - GET

URL - 

https://api.cocreate.exotel.com/v1/leadsquared/mobile/lead/info?AgentNumber=@{User:PhoneMain,}&AccSid={AccSid}


Parameters:


Key

Value

AgentNumber

@{User:PhoneMain,}

AccSid

Exotel Acc ID


Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token

  1. List all DID

Request Type - GET

URL - 

'https://api.cocreate.exotel.com/v1/leadsquared/mobile/didnumbers?AccSid={AccSid}



Parameters:


Key

Value

AccSid

Exotel Acc ID


Header:


Key

Value

Authorization

Base64 of Exotel API Key/ token



Configuration - Leadsquared Mobile App



  1. Login to Leadsquared mobile app with agent credentials

  2. Click on settings icon(top right corner)

  3. Click on Call and SMS >> Call Settings

  4. Enable first three options as seen above

  5. Leadsquared app should have permission enabled to display over other apps for incoming call pop-up


LeadSquared call/ sms app


This app is necessary for Leadsquared cloud calling to work, it is not available on playstore and can be downloaded from https://help.leadsquared.com/call-sms-app


Once installed grant all permissions ( microphone, phone, storage..etc) required for Leadsquared app to integrate with agent mobile device


Call flow configuration - Exotel portal

  1. Login to Exotel acc(https://my.exotel.com/)

  2. Navigate to Admin panel >> App Bazar

  3. Click on Custom Apps (+ Create) to add a new flow



  1. Add an ‘App Name’ and create a new flow

  2. Call Start >> Add a Connect applet to begin the call flow

  3. Connect Applet:


  • Select ‘Configure parameters dynamically by providing a URL (Call Center Connect)’

Primary URL: https://api.cocreate.exotel.com/v1/leadsquared/mobile/{AccSID}/dialwhom

  • After the call conversation ends - Add Passthru applet 

  • If nobody answers - Add Passthru applet


  1. Passthru Applet (Call conversation ends)

  1. Passthru Applet (If nobody answers)

  • Passthru URL -

'https://api.cocreate.exotel.com/v1/leadsquared/inbound/call/passthru?AccSid={AccSid}

  • Make Passthru asynchronous (☑)