Overview
Authkey is a multi-channel CPaaS platform. It offers a range of communication tools and APIs for businesses to engage with their customers efficiently and securely.
SMS API:
Voice API:
Email API:
WhatsApp Business API:
Send OTP:
Two-Factor Authentication (2FA) API:
Steps to Install and Use the Kylas SMS Application:
- Click on ‘Install App’ in the Kylas marketplace.
- After successful installation, sign up on the app.
- Verify your email account.
- Browse to the Kylas marketplace and navigate to the 'Installed Apps' section.
- Click on ‘View Details’.
- Log in to the application with your email ID and password.
- Enter the Kylas API key – get your Kylas API key from here.
Connect SMS Service Provider Account:
- Go to the ‘SMS’ section.
- Click on ‘Template’.
- Enter the name of the template.
- Note: In India, DLT registration is mandatory to send SMS. Ensure you have registered with the DLT panel.
- Enter a 6-digit Sender ID (e.g., COBBTX) that will appear on the customer's number.
- Enter the DLT template ID, which is mandatory.
- Select the Entity ID.
- Paste the content of the DLT-approved SMS template.
- Select the type of message (static or dynamic).
- Click on ‘Create Template’.
Add Users in the App:
- Navigate to ‘Manage Users’ inside the SMS app.
- Click on ‘Add User’.
- Enter the name and email of the user.
- Choose the role: Member or Admin.
- Select the corresponding Kylas user from the list of users available in your Kylas account.
- Click on ‘Save’.
- The users added to the app will receive an email for account verification. After verification, they can install the app and log in with their credentials.
- Users with the 'Admin' role will be able to view all tabs in the SMS application.
- Users with the 'Member' role will only be able to view SMS logs and templates.
Send SMS from Kylas UI:
- After successfully setting up the SMS app, go to a Lead, Contact, or Deal’s Details page.
- In the productivity section, click on the message icon.
- Click the ‘New Message’ CTA.
- Click on the ‘Send SMS’ action.
- A pop-up will appear where you will be asked to choose the phone number and SMS template.
- After selecting the number and template, click on the ‘Send’ button.
- Refresh the message section to view the new entry created or sent SMS.
- You can also view the SMS log and errors (if any) under the SMS log section of the app in the marketplace.