Exotel Integration

This integration allows you to integrate Exotel into your OneHash account. Leads and their phone numbers captured via Exotel can be saved directly to your OneHash.

| 1. Features

• Track incoming calls in your OneHash account.

• Shows existing lead/customer information pop-up to employees when an incoming call is received.

| 2. How to setup

2.1 Setup your Exotel account

• Login to your Exotel account and go to App Bazar.

• Create a new App for a new flow.

• Setup the flow as you wish it to be.

• In your connect API under "Create popup..." and paste following URL:
  https:///api/method/erpnext.erpnext_integrations.exotel_integration.handle_incoming_call

|| Note: Replace your-site in URL with your site name. For example, if the site name is shaba.onehash.ai then the URL will be: https://shaba.onehash.ai/api/method/erpnext.erpnext_integrations.exotel_integration.handle_incoming_call

• After that add a Passthru applet under "After Call Conversation ends" and paste following URL: https:///api/method/erpnext.erpnext_integrations.exotel_integration.handle_end_call

||| Note: Make sure to check "Make Passthru Async".

• Similary, add a Passthru applet under "If nobody answers..." section and paste following URL: https:///api/method/erpnext.erpnext_integrations.exotel_integration.handle_missed_call

||| Note: Make sure to check "Make Passthru Async".

• Save the flow.

• Now assign this newly created app to your ExoPhone from which you receive your business calls.

2.2 Setup in OneHash

• From Awesome Bar, go to 'Exotel Settings'.

• Set your "Exotel SID" and "Exotel Token". You can find your Exotel API key and token on your Exotel Dashboard.

• Go to Communication Medium.

• Add your ExoPhone and schedule that number. Based on this schedule employees will receive the popup.