New Agent Setup Guide

1. Install & Set Up PowerCall Dialer

• Kixie is a Chrome extension, so you must use Google Chrome to install and use it.

• Install PowerCall Dialer from the Chrome Web Store.

• Click Add to Chrome, then log in with your Kixie credentials.

• When prompted, Allow microphone access.

2. Connect Your CRM

• Open PowerCall, then go to Settings > CRM > Add.
• Select your CRM from the list and follow the prompts to complete the connection.

This article provides detailed instructions on how to integrate your CRM with Kixie.

3. Set Up Your Audio Device

• Connect your preferred wired USB headset for best quality.
• When logging in for the first time, select your audio device from the list.
• If your headset isn’t listed, click Refresh List to detect it.

This video provides additional guidance on configuring audio devices.

4. Log into the Kixie Dashboard

• Open Google Chrome and go to app.kixie.com/login.

• Access various call and sales reports to track performance and activity.

• Configure your inbound call flow to manage routing, voicemail, and agent availability.

5. Set Up Your Kixie Phone Number

• Navigate to My Profile > Numbers.
• If a number is already listed, it has been pre-assigned—skip to Step 6.
• To add a new number:
  • Click + ADD, enter your preferred area code, and click Search for Number.
  • Select a number from the list and click Buy (first local number is free).
  • Click Edit, set it as your Outbound Caller ID, and click Save.
• If you have ConnectionBoost enabled, it may override your Outbound Caller ID. Toggle it off in PowerCall settings if needed.

6. Explore Advanced PowerCall Features

• Set up your Voicemail Greeting
• SMS Templates
• Voicemail Drops
• PowerDialing
• ConnectionBoost

Reach out to support@kixie.com or your account manager if you need additional help.