Step 7: Back in the Integration Management screen, the last step is to click Enable to start the integration running. If you wish to override this and set per-user call folders, then choose from the Campaign dropdown against the desired users. By default, all calls will be imported into the default campaign folder you've already selected. Step 6: (optional) Back in the Integration Management screen, click Manage Users on the right of the screen. If left blank, calls will not be filtered based on length. As soon as the new folder exists, it'll be available in the dropdown here.ĥ.3 : (Optional) Enter a minimum and/or maximum duration for the calls. If you want to create a new folder now, open the Folders link from the main navigation on the left into a new browser tab. If you don't see this, repeat the authorization process by clicking the blue Re-authorize button.ĥ.2: Choose a campaign folder you want the Aircall calls to go into by default. Back in Refract in the main window, you should see a message pop up in the lower right that the authorization was successful. Once that's done, the smaller browser window should close. If you're connecting multiple, choose to skip this step. your team share a single Aircall number), choose it now. If you're only connecting one number (e.g. Once you're logged in, it'll ask for permission. This needs to be a user with Admin privileges in Aircall. If you're not already logged in to Aircall, it'll prompt for your login details. Step 4: Click the blue Authorize button towards the top of the screenĪ new window will open. Click Edit on the Aircall integration (if no Aircall option appears in this screen, contact Refract Support to make sure we’ve enabled this for your account). Step 3: Within the Accounts screen, click Integrations. (If you’re setting the integration up within a sub-account in Refract, switch into that now before proceeding). Step 1: Let us know that you wish to add an Aircall integration so we can enable this on your account either contact your Customer Success Manager or drop us an email to 2: Once we've confirmed that the Aircall component has been installed on your Refract account, log in to Refract ( ) with an Admin user account, then click Accounts from the main navigation bar on the left. You'll also need the login details of an Admin user in Aircall. Before starting we recommend you check your recording settings for any relevant numbers o n Aircall by going Dashboard > Numbers > click into a number > click Settings in the top right. You'll need to be recording your calls on Aircall for any to pull in. The process should be fairly simple if you follow the below instructions, however we are on hand and happy to answer any queries if you wish to contact us. Please close the active conversations.In this guide we’ll talk through setting up an integration between Refract and Aircall, which will allow calls made via Aircall to be pulled into Refract for coaching and analysis. If you have any existing SMS conversations they will continue to use your old phone number. Confirm your numbers have been set up. In Sakari, go to Account Settings > Phone numbers and confirm that your Aircall phone numbers are visible.
Confirm the Aircall integration setup by clicking the Authorize buttonĦ. In your Sakari account, go to Integrations > Aircall in the left navigation.Ĥ. If you're new to Aircall Support, please follow the instructions provided on this guide to get set up.Ģ. Contact Aircall Support through a support ticket submitted here: Enable SMS (see the note above).Īircall has its own dedicated Support portal. They need to configure your numbers for texting in their system. NOTE: Prior to setting up the Aircall integration, you need to contact the Aircall team and let them know you want to text-enable your numbers with Sakari.
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