Hey, how can we help? Hey, how can we help?
  1. KIXIE
  2. Setup Guides & Tutorials

Setup Guides & Tutorials

Automations Setup

Setup guides for creating Kixie automations in Zapier, Zoho, Pipedrive & HubSpot

Speed-to-Lead Use Case for Kixie Cadences
Kixie Call and SMS Automations in HubSpot Workflows

Getting Started

These guides show you how to set up your Kixie account and use built-in Kixie...

New User Setup Guide
Using Kixie on Microsoft Edge browser
How to Set Up an IVR (Phone Tree)
How to Set Up a Ring Group
How to Filter Out Automated Email Notifications from Kixie in Gmail (including Kixie Voicemail emails)
How to Change the Country Code in your Dialer
See all 7 articles

Dialer User Basics
What is Kixie ConnectionBoost?
How to Transfer / Conference 3-Way Call Using the Kixie Dialer for Chrome
Understanding the Kixie Directory
How do I change my outbound caller ID phone number?
How Local Presence Dialing Works
Voicemail Drop: How Does Voicemail Drop ( VM Drop ) Work?
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