Knowlarity WebRTC Calling: Setup Guide
Learn how to set up and use Knowlarity WebRTC integration within LimeChat CRM for seamless inbound and outbound calls without the need for mobile phones.
Integration Capabilities
The Knowlarity WebRTC integration empowers users to manage all inbound and outbound calls directly within the LimeChat CRM, eliminating the need for mobile phones. This seamless integration allows users to make and receive calls effortlessly through the CRM interface, ensuring a streamlined and efficient calling experience.
Integration Setup
Voice Inbox Creation
To create a Knowlarity Voice inbox:
Go to Settings Section → Inboxes Section → Add Inbox Button → Voice channel -> Knowlarity
Arrange the following credentials from the Knowlarity Dashboard and fill in the fields.
2.1. API Key
2.2. SR Number
2.3. Caller ID
Clicking on "Next" CTA will generate a Knowlarity Voice Inbox and take you to the next step of adding agents. NOTE: In the agent addition step, only agents with registered Knowlarity ID will be displayed.
Once the agents are added, you need to add agents’ mobile numbers which they use to attend calls (same as the ones configured in Knowlarity Agent Settings) by using one of given ways:
4.1. Account Administrators use Agent Settings: Settings Section → Agents Section → Edit Agent
4.2. Agents use their Profile Settings:
Navigate back to inbox section, find the newly created inbox and go to the edit section
For using WebRTC, make sure that this checkbox is "ticked" and hit update
As soon as the WebRTC setting is updated, the CRM will be able to be fetch the WebRTC ids for all agents. If this field shows "WebRTC Id not found" for any user, it implies that the WebRTC settings are supposed to be enabled from thee Knowlarity dashboard for the concerned user.
The Widget
Once the above setup is done, your team will be able to access the widget.
Method 1: Navigation Bar
On clicking the "Call" icon, one will see a list of available voice channel inboxes. Select the relevant inbox.
This will open up the widget, the position of the widget can be adjusted as per the need.
Method 2: Through a conversation
While having a conversation with a user, one can use the phone icon present in the information bar to open the widget by following the same steps defined above.
Using the widget:
Log into the widget using your credentials for the Knowlarity Dashboard
Once you login, make sure that you check the following things:
2.1. The widget status should be connected. If the status is inactive make sure you are connected to the proxy server.
2.2. Set your status accordingly, an Active status means that you are eligible to receive calls on the LimeChat CRM platform.
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