​

Getting Started

​

Prerequisites

• An active Exotel account
• Access to Exotel’s API credentials

​

Setting Up Provider Credentials

1

Access the Integrations Page

Navigate to the “Integration > Tools” page. Here you’ll see a grid of various external integrations including Exotel.

2

Select Exotel

On the Integrations page, find the Exotel card. Click the “Setup Credential” button for Exotel.

3

Create Provider Credential

A modal window will appear titled “Create provider credential”. Follow these steps:

1. Ensure Exotel is selected from the dropdown
2. Enter a Key Name: Assign a unique name to this Exotel credential for easy identification
3. Enter the required credentials:
   • Exotel API Key
   • Exotel API Token
   • Exotel SID (Account SID)
4. Click “Configure” to save the credentials

4

Verify Credential Setup

After setting up the credential, you can verify it’s been added:

1. The Exotel card should now show “Connected”
2. If you click on Exotel, you’ll see a “View provider credential” modal
3. This modal displays the credential name, when it was last updated, and options to delete or close

​

Features

• Voice Calls: Make outbound calls and receive inbound calls
• SMS: Send and receive text messages
• Number Masking: Protect customer and agent phone numbers
• Call Recording: Record and store call conversations
• IVR (Interactive Voice Response): Set up automated phone systems

​

Usage Examples

1. Customer Support: Set up a cloud-based call center for your support team
2. Appointment Reminders: Send automated voice or SMS reminders to customers
3. Two-Factor Authentication: Use SMS or voice calls for secure user verification
4. Lead Management: Automate outbound calls for sales and marketing campaigns
5. Survey Collection: Conduct voice-based surveys for customer feedback