Kixie allows you to adjust your dialing device to forward all calls through an external device that already has a working phone number — like your personal mobile phone or office desk phone.
This feature is great for making manual calls via your Kixie number while working away from your computer; for making Kixie calls when you have a poor wifi connection; or simply when you prefer making calls via anything other than Kixie PowerCall.
This method still keeps the benefits of CRM call logging and Connection Boost for local presence.
This method does not allow you to use PowerLists. You still need to utilize Kixie PowerCall for outbound PowerDialing.
What is a Dialing Device?
- A dialing device is the phone speaker & phone microphone that Kixie uses during your call.
- This applies to manually dialed calls and Click-to-Call calls. This cannot apply to PowerList dials.
- Your Dialing Device can be set inside Kixie PowerCall. (Menu > Settings > Set Dialing Device)
- By default, your Dialing Device is Kixie PowerCall. This means all outbound calls go through your Kixie PowerCall extension on Google Chrome, and uses any audio headsets or microphones attached to your computer.
- You may change your Dialing Device to one of the Forward Devices that you've saved (see instructions below). This would need to be an external device that already has a working phone number, such as your mobile phone or desk phone.
How to Set Your Dialing Device
Add an External Forward Device
- In your Kixie Dashboard, go to My Profile > Inbound Call Flow.
- In the section called Forward Devices, click Edit.
- Click Add Number and enter your mobile device's phone number. Remember to include the country code at the start of the phone number.
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Click Confirm and Save.
Forward any Inbound Calls to your Dialing Device (Optional)
- In your Kixie Dashboard, go to My Profile > Inbound Call Flow.
- In the section called Routing, click Edit.
- Enable Forward Call.
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Enable Announce Call, so that any inbound calls answered on your device are clearly identifiable as coming from Kixie. As an added benefit, this option also ensures that any unanswered calls that must go to voicemail will go to your Kixie voicemail inbox. When this option is off, an unanswered call would end up going to your device's voicemail (i.e. your personal phone's voicemail).
Forward any Outbound Calls to your Dialing Device (Optional)
This feature allows you to use your own physical phone to speak on a Kixie phone call. However, keep in mind that the call must first be initiated via Kixie.
- When initiating a new call, Kixie immediately rings on your dialing device (i.e. your mobile phone).
- When you answer that call on your device, you have accepted the outbound forwarding. You will then see & hear that it begins dialing out to your intended call destination.
- The outbound call behaves exactly the same as if you were using Kixie PowerCall instead. For example: the outbound Caller ID is your Kixie number as usual, the call activity logs to your CRM as usual, etc.
Select your Outbound Dialing Device
- In your Kixie PowerCall extension, go to Menu > Settings. Change the Dialing Device here.
- Alternatively, in your Kixie Dashboard, go to My Profile > Inbound Call Flow. In the section called Routing, click Edit. You can also change the Dialing Device here.
Additional details about using an external Dialing Device...
- You must pick up the initial call on your device, because this is how Kixie routes the Kixie phone call through your device.
- If you reject this, then your Kixie call will still create an outbound dial to your call destination, which may end up connecting your client to your personal voicemail inbox. This is not a desirable result! So remember to always pick up when using an external Dialing Device.
- This call forwarding is still subject to regular carrier fees, including fees for international dialing. Therefore, if you are using a non-US or non-Canada phone number on your external Dialing Device, then you will rack up charges due to making international calls.