📑 Table of Contents

1. How Do I Add Users in KYLAS CRM?
2. How Do I Map KYLAS Users to MyOperator Agents?
3. What Happens After Users Are Mapped?
4. How Do I Ensure Proper Syncing of Call Logs and Activities?
5. What Should I Do if the Email Addresses Don’t Match?
6. Troubleshooting User Sync Issues
7. Frequently Asked Questions (FAQs)

1. How Do I Add Users in KYLAS CRM?

To add users in KYLAS CRM:

1. Go to the KYLAS Caller App:
• Navigate to Manage Users within the KYLAS Caller App.
2. Add New User:
• Click on Add User, then enter the user’s Name and Email.
3. User Registration:
• The system will automatically register the user in KYLAS CRM once their information is added.

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2. How Do I Map KYLAS Users to MyOperator Agents?

To sync KYLAS users with MyOperator agents:

1. Go to the "View Agents" Section:
• In the KYLAS Caller App, go to the View Agents tab.
2. Add Agent:
• Click on Add Agent to open the mapping form.
3. Map Users:
• From the dropdown, select the KYLAS user you wish to map.
• Then, select the corresponding MyOperator agent.
4. Save the Mapping:
• After selecting the matching user-agent pair, click Save to complete the sync.

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3. What Happens After Users Are Mapped?

Once users are successfully mapped:

• Call Attribution:
• Incoming and outgoing calls in MyOperator will be correctly attributed to the corresponding KYLAS user.
• Automatic Syncing:
• Call logs, recordings, and activities will automatically reflect the KYLAS user as the owner of the call within the CRM platform.

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4. How Do I Ensure Proper Syncing of Call Logs and Activities?

To ensure proper syncing of call logs and activities between KYLAS CRM and MyOperator:

• Email Consistency:
• Ensure that the email address in KYLAS CRM matches exactly with the email address used in MyOperator. This is crucial for accurate syncing.
• Revisit Mapping When Adding New Users:
• If a new user is added, revisit the View Agents section and re-map them to their corresponding MyOperator agent.

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5. What Should I Do if the Email Addresses Don’t Match?

If the email addresses do not match between KYLAS CRM and MyOperator:

• Recheck the Email Details:
• Ensure that the email used for both KYLAS and MyOperator is identical.
• Update Email Addresses:
• If necessary, update the email in either system to ensure proper mapping.

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6. Troubleshooting User Sync Issues

If you encounter issues with syncing users between KYLAS CRM and MyOperator, try the following steps:

• Verify Mapping:
• Ensure the users are correctly mapped in the View Agents section and that emails match.
• Re-sync Users:
• If changes are made to email addresses or agent assignments, manually re-sync users to ensure proper syncing.
• Contact Support:
• If the issue persists, contact KYLAS CRM or MyOperator support for assistance.

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7. Frequently Asked Questions (FAQs)

Q1. How can I add multiple agents at once in KYLAS CRM?

• KYLAS CRM does not support batch additions for agents. Each user must be added individually through the Manage Users section.

Q2. Can I remove users from the integration if they are no longer needed?

• Yes, you can remove a user from the integration by simply deleting them from the View Agents section in MyOperator. Ensure that no active tickets are assigned to the user before removing them.

Q3. What happens if a new user’s email address is different from their MyOperator account?

• If the email addresses do not match, the user will not be synced, and call records will not be attributed correctly. Update the email addresses to ensure proper syncing.

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📌 Keywords:

KYLAS CRM, MyOperator, user sync, agent mapping, email matching, call logs, ticket assignment, CRM integration, troubleshooting.