Knowlarity

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Knowlarity Integration with Corefactors AI CRM

About Knowlarity

Knowlarity is cloud based communications solutions provider to businesses. By integrating Knowlarity, you can initiate an Outbound call using our Click-2-Call feature from the Corefactors CRM interface. You can get logs of Incoming and Outbound call, in Corefactors CRM interface through webhook.

Benifits of Corefactors Integrations with Knowlarity

point_scan Follow Up Ability to create a new Task, Event or Call as a follow-up after every outbound Call.
point_scan Click2Call Initiate a call directly from the Corefactors CRM Dashboard from Contacts, Missed Calls, adn other relevant sections.

Setting Up Knowlarity Integration in Corefactors AI CRM

Prerequisites

point_scan In order to have a successful integration with the Corefactors CRM account, you must have a premium Knowlarity account.

How to set up Knowlarity Integration in Corefactors AI CRM

point_scan Step 1: Login to Corefactors AI CRM (https://tw1.teleduce.corefactors.in/login/) through admin credential.
point_scan Step 2: Go to the ‘Integration Page’ from the menu.

point_scan Step 3: Select ‘Telephony’ category from the available category options.
point_scanUnder ‘Telephony’ category, you will find below options for Knowlarity integration:
point_scan Click on the connect button and enter the Knowlarity Super Receptionist Number, Authorization Key, X API Key and Channel from Knowlarity account

Note: Once the integration is completed, the button will change to a "Connected" status, indicated by a green color.

Know Limitation

point_scan Screen after 5 minutes of calls completed, in order to see the respective call recordings.
point_scan Missed Call Details: Missed Call Details will be available in Corefactors Dashboard only after 5 minutes. Knowlarity is pushing the event in real-time. However, it's a limitation at Corefactors's end to validate the missed call per agent and then publish it.

To Disconnect Knowlarity - Corefactors CRM Integration

In order to disconnect Knowlarity Corefactors CRM Integration, please go to the Knowlarity Corefactors CRM Integration interface and click on the ‘Disconnect’ button present on the integration page.