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FAQ FAQ FAQ You have questions. We have answers.
Guides Guides Guides How-to guides on everything from account setup to automations.
Admin & Managers Admin & Managers Admin & Managers Reporting, analytics, and account management.

CRM Integrations

How does the Kixie CRM sync work?

How Does Kixie Integrate with my CRM?
How to Use Call Dispositions to Trigger Automations in Your CRM
AutoDialer & Automated SMS (Zapier Integration)
How do I use Kixie Click-To-Call?
How to PowerDial an extension number
How to reconnect your CRM
See all 10 articles

Pipedrive

Pipedrive is logging Kixie Calls/SMS/Voicemails in my calendar
Pipedrive: Auto-SMS and Auto-Call
How Kixie Syncs Your Calls with Pipedrive
How to Sync Your Pipedrive Contacts to Your Kixie Mobile App
Pipedrive Automation Workshop - Call Dispositions that Automatically Modify Deal Stage
PipeDrive Workflow Automation: Disposition(s) to Send Email
See all 10 articles

Hubspot

Kixie and HubSpot Conversation Intelligence / Call Transcription
Cannot Play Call Recordings Inside the Hubspot Call Task
Syncing Calls to Companies in HubSpot
Hubspot Workflows: How to Create a Ticket in Hubspot Directly from Kixie Powercall
How Can I Migrate My Existing Phone Number Data to New Custom Fields Containing Phone?
How Kixie logs Call outcomes/types inside of Hubspot
See all 13 articles

Zoho

Zoho Workflows: Kixie Auto-Call and Auto-SMS Based Upon an Opened Email
Zoho Workflows: Auto-SMS and Auto-Call
How Kixie Syncs Your Calls with Zoho
How to Log Call Outcomes and Use Automations in Zoho CRM
Zoho Workflow: Automatically Send an Email After Logging an Outcome
ZOHO Account Setup - IP Configuration Requirements

ActiveCampaign

How to Integrate Kixie with ActiveCampaign!

Salesforce

Enable Click to Call with Salesforce
Salesforce Workflow: Auto-SMS and Auto-Call
Setting up Salesforce for Kixie
Setting up Salesforce for Call Dispositions
Setting Up Salesforce for SMS Message Integration
How Kixie’s Salesforce Integration Works
See all 7 articles

PipelineDeals

How to Sync PipelineDeals With Kixie
Setting Up the PipelineDeals Integration (Adding Required Activity Categories)

Insightly

How Kixie Syncs Your Calls with Insightly CRM

Prosperworks

How Kixie Syncs Your Call Activities with ProsperWorks

Nutshell

How do I connect Nutshell CRM with Kixie?
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Frequently Asked Questions

PowerCall Dialer

FAQ and troubleshooting the PowerCall Dialer (Chrome extension)

How to Update Kixie PowerCall Dialer?
How to Safely Clear Your Google Chrome Cache
Uninstall/Reinstall Kixie PowerCall Dialer from Google Chrome
Resolving the "Lost Connection: Reconnecting to Resolve" Error Message
Advanced Troubleshooting of Kixie UI Issues
Kixie PowerCall Dialer appearing in Full Screen
See all 9 articles

Click-to-Call

How Do I Control Which Sites My Click-to-Call Appears On?
How do I make a call when Click to Call does not display? (Such as in Google Sheets)
Click to Call with Google Sheets

Free Trial Questions

Questions about the Kixie Free Trial or Demo?
Unable to sign up for a free trial of Kixie?
How do I schedule a demo of Kixie?

Billing

Review Billing Basics

How does Kixie's billing work?
How does Kixie's Unlimited Minutes Dialing Plan Work?
Advanced Pricing - Per Minute Call Rates, SMS, and Numbers
Can I Put My Account on Hold?
Porting Out of Kixie
How do I cancel my service?
See all 7 articles

Common Troubleshooting

Most common troubleshooting issues

Error: Incompatible SDP Error
How to Force an Update of Your Chrome Extensions
Showing Up as Spam Likely or Scam Likely

Audio Troubleshooting & Optimization

Experiencing Call Quality Issues?
Ideal Conditions for the Kixie Dialer
Kixie PowerCall Dialer Audio Settings
Network and Firewall Setup for Kixie
What kind of headsets are recommended for Kixie?
Archived Call Recordings: Error 403 Forbidden
See all 28 articles

Disabling SIP ALG for Ideal Call Quality

Disabling SIP ALG on your network can vastly improve your call quality and is a great first step in troubleshooting any call quality issue.

Disable SIP ALG
Disable SIP ALG - ASUS Router
Disable SIP ALG - Linksys Router
Disable SIP ALG - Netgear Router
Disable SIP ALG - Sonicwall Router
Disable SIP ALG - Ubiquiti EdgeRouter
See all 10 articles

Provisioning Desk Phones for Kixie

How to provision your VoIP-enabled desk phone to work with your Kixie dialer.

How to Program a Grandstream Phone
How to Provision a Cisco Desk Phone with Kixie
How to Program a Polycom Desk Phone with Kixie
How to Program a Yealink Phone with Kixie
What Deskphone Should I Get for Kixie?
Why doesn't my desk phone have service?
See all 7 articles

Webhooks and API Documents

Kixie Agent Status API
Kixie Webhooks (And How to Log Calls & SMS in non-native CRMs?)
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Setup Guides & Tutorials

Dialer User Basics

What is Kixie ConnectionBoost?
How to Transfer / Conference 3-Way Call Using the Kixie Dialer for Chrome
Understanding the Kixie Directory
Kixie PowerCall Hotkeys / Shortcut Keys
How do I change my outbound caller ID phone number?
How Local Presence Dialing Works
See all 13 articles

Dashboard User Basics

Understanding your Kixie Dashboard

New User Tutorial (YouTube Series)
How to connect your CRM
How to Activate "Find me Follow me" Feature
How to Download the Kixie PowerCall Dialer Chrome Extension?
How do I setup my Voicemail?
Outbound Caller ID Name
See all 12 articles

SMS Best Practices

Best practices for Using SMS

How Does SMS Work?
SMS Best Practices to Avoid Being Blocked
How Do SMS Message Templates Work?
Displaying an SMS Sender ID Instead of Your SMS Number

My Kixie Numbers

How to manage and add Kixie numbers.

How Do I Transfer (Port) My Existing Phone Number(s) / Phone Service to Kixie?
How do I Get Phone Numbers on Kixie?
Forward Calls from an External Provider While Porting to Kixie
What is the Default User?
If your Kixie phone number(s) need to be activated
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Admin & Managers

Call Coaching & Recording

How Call Coaching Works
How Do I Control Settings for Call Recordings?
Why don't I hear both parties on a call recording?

Reporting & Analytics

How to Create Kixie Teams, Manage Teams, and Review Team Reporting?
Help with Kixie Reporting, Analytics, and CRM activity logging
Kixie Call Analytics With Gong.io
Kixie Sales Leaderboard
Commonly Asked Call Recording Questions
How to Alter My Call Reporting Connection Duration?
See all 7 articles

Setting Up & Managing Your Account

Navigating the Kixie Dashboard as a Manager and optimizing it for your team

Kixie New Admin Tutorial
How to Add an Agent in Kixie
International Calling & List of Blocked Countries
Replacing Vs. Deleting Users
Setting Up Custom Call Dispositions(Call Outcomes)
How to Block a Number
See all 13 articles
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Kixie Documentation for Agents Only

Customer Experience

Creating an Automation Cadence
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