Getting Started
2 min
Exotel’s cloud-based phone system enables small and medium businesses to set up a fully functional contact center in minutes. It brings enterprise-level features within reach without the cost or complexity of traditional telephony infrastructure.
With Exotel, you can maintain one customer-facing number, manage unlimited concurrent calls, configure IVRs, define routing rules, get missed call alerts, and access detailed analytics — all from an easy-to-use web dashboard.
How It Works
- Sign up for a Trial Account Use the provided test credits and virtual numbers to experiment with your configurations before going live.
- Add Users and Groups Add Co-workers/Agents and assign them to Groups. Groups help organize your co-workers and control how calls are routed to their numbers.
- Assign a Virtual (Exophone) Number Purchase Exophone and link it to your customer-facing number. The Exophone acts as the virtual number that connects your business line with Exotel’s call flow system.
- Create Call Flows Create Call Flows to define routing rules for your Groups. Build IVR menus, define routing logic, and customize the caller experience.
- Route Calls to Agents Assign Exophone To A Call Flow using the dashboard. Use automatic call distribution via the Connect Applet so calls reach the right agent based on your business rules.