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. 
  (Kixie's PowerCall dialer does not work properly in other browsers, such as Microsoft Edge.)
• Install PowerCall Dialer from the Chrome Web Store.
• Click Add to Chrome, then log in with your Kixie email & password.
• When prompted, select 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.
• Need more guidance? See: Connecting your CRM

3. Set Up Your Audio Device

• For best call quality, plug in an audio headset. We do not recommend using your laptop's built-in microphone.
• In the PowerCall window, click on the headset icon to the right of your name. This opens the Audio Settings.
• Select your Input Device. Confirm that the "Input Level" lights up in green when you speak into your microphone. (If it doesn't, try one of the troubleshooting options below.)
• If you're using Windows 10 or 11, we also recommend you follow these steps in your Windows System Settings to avoid future audio trouble: Additional Audio Setup for Windows

Audio troubleshooting:

• Need a quick guide? Watch this short video: How to Configure Your Audio Settings. 
• Need phone guidance? Request a call at any time: Kixie Audio Troubleshooting AI Voice Agent.
• Need step-by-step help? Read more: PowerCall Audio Setup

4. Set Up or Verify Your Kixie Direct Phone Number

• Log in to the Kixie Dashboard, navigate to My Profile > Numbers.
• If a number is already listed, then your manager already assigned you one—skip to Step 5.
• 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 (your 1st phone number is free).
  • Click Edit, then set it as your Outbound Caller ID and Outbound SMS Number. Click Save.
• If you have Connection Boost enabled, it will override your Outbound Caller ID. You can toggle Connection Boost off in PowerCall's Settings menu at any time, in order to only  to show your Outbound Caller ID number at any time.

5. Configure Your Direct Line Call Flow

• In your Kixie Dashboard, navigate to My Profile > Agent Settings > Inbound Call Flow.
• Customize Your Direct Line's Inbound Call Flow + Personalize Voicemail
  • By default, inbound direct-line calls will ring your Kixie chrome extension and then hit your Kixie voicemail, but you can add cell-forwarding after the PowerCall too (don't worry, it won't hit your cell voicemail)

6. Explore Advanced PowerCall Features

• SMS Templates
• Voicemail Drops
• PowerDialing
• ConnectionBoost

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