Smartflo - Cloud Communication suite

Manage incoming and outgoing calls smartly and securely at scale, all from Corefactors interface with Smartflo and Corefactors integration.

Learn How and Why TataSmartFlo?

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Exotel Integration with Corefactors AI CRM


About Smartflo

Smartflo, a Tata tele Business Services is a cloud communication suite that enables businesses to seamlessly connect workforce and offer a frictionless customer experience from anywhere at anytime by leveraging technology.

Smartflo and Corefactors integration enables businesses to route incoming calls intelligently to right agents, reach prospects and customer with single click using click-to-call feature from across Corefactors interface.

Benefits of Smartflo integration with Corefactors

With Smartflo integration to Corefactors, you can manage customers calls (both inbound and outbound calls) from Corefactors itself without the need to juggle between systems.

  • point_scan Reach prospects and customers in one click using click-to-call.
  • point_scan Route incoming calls intelligently to right agents.
  • point_scan Create task, notes, events, follow ups directly on Corefactors after the call.
  • point_scan Automatically capture any missed calls every 5 minutes.
  • point_scan Access call recordings and call logs directly on Corefactors. The call recordings are automatically captured and are uploaded in Corefactors every 5 mins.
  • point_scan Improve efficiency and productivity by managing complete journey and communications from one interface on Corefactors

Setting Up TataSmartFlo Integration in Corefactors AI CRM


Prerequisites

In order to successfully integrate Smartflo with Corefactors

  • point_scan You must have an active Smartflo Account. If you do not have one, please visit the vendor website
  • point_scan Get your account KYC verified.
  • point_scan From the API section, make a note of API Token.
  • point_scan And active Corefactors account for admin user.

How to set up Smartflo 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_scan Step 4: Click Connect in TATA Tele Business Services card.
  • For Account API Token, visit Account API under Services in tha navigation menu of Tata Smartflo account interface.

    Once Integration is completed, you will get the Green Tick Mark on the TATA Tele Business Services Integration Tab.

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