Kixie Connect: Using your cell phone or existing phone service with Kixie

Kixie Connect lets you adjust your dialing device to an external phone number  (like your cellphone or desk phone).

This is very useful when you want to place a call using click-to-dial but don't have an ideal WiFi connection; or you simply prefer to use a certain non-Kixie device to make calls, and still want to be able to utilize voicemail drops and sms templates with Kixie.

What is a Dialing Device?

• A dialing device is the device through which Kixie will place the call whenever you click-to-call () or click Start Call on the Kixie PowerCall.
• Your Dialing Device can be set inside the Kixie PowerCall settings->Set Dialing Device.
  • By default, the dialing device is the Kixie PowerCall itself.
  • However, you can also set your dialing device to
    • your Kixie-provisioned deskphone or
    • an external phone number like your cellphone (Kixie Connect)

How to Set Your Dialing Device?

Adding a New External Device/Cell Phone as a Forwarding Number to Your Agent Account

1. 1. Inside the Kixie.com dashboard, go to My Profile > Devices & Routing > Forward Devices, and click Add Number to add a call forwarding device.
   2. In order to ensure that your inbound calls also route to your cellphone, which is likely what you want since you just switched your dialing device to your cell:
      • Navigate to Inbound Call Flow, and turn on Forward Call to your cell, and turn Enable Announce Call ON.
   3. Click Save to save your changes

What happens when I change my Dialing device to an external number, and place a call?

1. Kixie rings your external number (your cell for example).
2. You pick up Kixie's incoming call and you'll hear/see it dialing out to the number you are calling.
   • NOTE: Always pickup the call from Kixie, because if you reject it, it'll connect with your voicemail and then send the call out to the target number, and they'll pickup and be connected to your personal voicemail.
   • NOTE: don't double-click the Kixie click-to-call icon, it will send two calls out to the number.
3. Literally everything else is the same as it would be if you were calling with PowerCall (your callerID is Kixie not your cell, the call records and logs to the CRM, etc.). 
4. Note: This call is technically a "2-leg" call, meaning you will be charged for Kixie's call to your cell and Kixie's call to the target number. 

If you run into any issues or have any questions, please contact support@kixie.com.