How-Tos

Guides and tutorials that will help you to get most out of Toky phone system

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108 articles in this collection
Written by Oscar, Carlos, Wilson from Toky and 3 others

How can I port my number out of Toky

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Written by Carlos
Updated over a week ago

How to create webhooks in Toky?

Create webhooks to allow Toky to send data to your apps in real time
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Written by Germán from Toky
Updated over a week ago

How to change the IVR language for your phone numbers?

You can easily set audios for every phone number and avoid the IVR to answer customers in the wrong language
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Written by Germán from Toky
Updated over a week ago

Use Toky as the default calling app on Windows with Pipedrive

Configure Toky to be automatically used for making calls on Windows with Pipedrive
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Written by Wilson from Toky
Updated over a week ago

How to enable Toky to receive calls 24/7?

If you want to receive calls 24 hours a day, 7 days a week this is how you must configure Toky
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Written by Germán from Toky
Updated over a week ago

How to transfer a call from your desktop to your mobile device?

Learn to transfer a call from between your desktop and your mobile phone
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Written by Germán from Toky
Updated over a week ago

How to recover consumer key and consumer secret for Toky App in Salesforce Lightning

This tutorial show how to recover the consumer key and secret of Toky integration inside Salesforce
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Written by Victor
Updated over a week ago

How to report a call issue?

Problems with our service? Learn how to report any issue with a click
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Written by Germán from Toky
Updated over a week ago

How to assign a phone number to one of your agents?

Learn how to make a business phone number to be answered by just one of your agents
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Written by Germán from Toky
Updated over a week ago

How to display an external phone number as a Caller ID?

You can display to your phone number instead of your virtual phone number in Toky
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Written by Germán from Toky
Updated over a week ago

Create call Tasks associated with Leads and Contacts using Salesforce Lightning

Use our Salesforce integration to synchronize your business phone system events with your CRM
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Written by Victor
Updated over a week ago

What to do when my agent is stuck in a busy mode?

If you get stuck in "on a call" status, you can be back online easily
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Written by Germán from Toky
Updated over a week ago

How to forward SMS messages to your mobile phone?

Sometimes you could need Toky inbound text messages to be forwarded to your mobile phone
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Written by Germán from Toky
Updated over a week ago

How to delete a voicemail?

Here you have an article that will guide you on how to delete a voicemail if you have the right permissions.
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Written by Emilio from Toky
Updated over a week ago

Getting started with the IVR system

Learn how to setup an IVR in Toky for the first time
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Written by Carlos
Updated over a week ago

How to request a call recording transcription?

You can use our STT service to turn any call recording to text easily
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Written by Germán from Toky
Updated over a week ago

How to bulk delete voicemail recordings?

Learn to delete one or several voicemail recordings easily
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Written by Germán from Toky
Updated over a week ago

How to transfer my number from Twilio.

Transferring your number from Twilio can take less than 1 day to coordinate. Here you have a guide than will help you with all of that.
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Written by Emilio from Toky
Updated over a week ago

How to make your IVR play no sound

IVR with no greeting message
Carlos avatar
Written by Carlos
Updated over a week ago

How to check the Integrations Log.

Here you have a guide to check the integrations log for some of the CRMs we can integrate with😄
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Written by Emilio from Toky
Updated over a week ago

How to receive fax to email?

Learn to configure your fax to email service in Toky
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Written by Germán from Toky
Updated over a week ago

How to disable voicemail for inbound calls?

Learn how to stop accepting voicemails from customers
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Written by Germán from Toky
Updated over a week ago

How to delete an Agent.

This article will assist you on how to delete the agents if you have the right permissions,
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Written by Emilio from Toky
Updated over a week ago

How to use your IVR to forward calls to phone numbers?

Call forwarding to mobile phone numbers or landlines is useful for customer support and sales. Learn to configure it in your IVR
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Written by Germán from Toky
Updated over a week ago

How to restore Toky Google Chrome extensions that disappear from the Chrome bar

Learn how to recover Toky Chrome extensions to your Chrome bar if you can't see them
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Written by Germán from Toky
Updated over a week ago

How to get the Call ID link to report an issue to customer support?

Learn how to get the call-ID link in case you have some issues and require to send it to customer service
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Written by Germán from Toky
Updated over a week ago

How to display caller's phone number on forwarded phone calls?

Inbound calls to phone numbers can be forwarded displaying the caller's number, not your business number
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Written by Germán from Toky
Updated over a week ago

How to check if my Wi-Fi has problems?

A poor connection quality in your Wi-Fi could generate problems with Toky
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Written by Germán from Toky
Updated over a week ago

How to save call recordings and voicemail to Google Drive or Dropbox

You can use some tools to save audio recordings to Google Drive or Dropbox
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Written by Germán from Toky
Updated over a week ago

How to configure advanced settings for IVR?

Define max ringing time, max queue time, voicemails and more options in your IVR
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Written by Germán from Toky
Updated over a week ago

Pipedrive activities created with the wrong agent

This articles try to help identify why a pipedrive activity is created with the wrong agent
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Written by Victor
Updated over a week ago

How can I buy testing credit?

You can purchase more testing call credit during trial
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Written by Carlos
Updated over a week ago

How to enable desktop notifications for Toky

Notifications are important to keep yourself up to date with what's happening with your team and your calls
Carlos avatar
Written by Carlos
Updated over a week ago

How to recover consumer key and consumer secret from Toky connected app in Salesforce.

This article details the steps required to recover the consumer key and consumer secret from Toky Connected App in Salesforce.
Victor avatar
Written by Victor
Updated over a week ago

How to enable Toky to run in background on Android 6 and above

Prevent Toky from being closed by Android's power saving feature
Carlos avatar
Written by Carlos
Updated over a week ago

How to delete Pipedrive integration

This article describes the steps to delete Pipedrive Integration
Victor avatar
Written by Victor
Updated over a week ago

How to enable Toky to run in background on Samsung phones

Prevent Toky from being closed by Samsung's power saving feature
Carlos avatar
Written by Carlos
Updated over a week ago

How to export Toky reports data?

You can download data from any report as a CSV file
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Written by Germán from Toky
Updated over a week ago

Can I add a Toky widget to a Wix website ?

Widgets in Wix are not supported because Google Chrome 64+ restrictions
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Written by Germán from Toky
Updated over a week ago

How to enable / disable notification of calls taken by other agents?

When someone of your team answer calls you could get a notification in the web or Toky app
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Written by Germán from Toky
Updated over a week ago

How to enable call forwarding to multiple landlines or mobile phone numbers

You don't need to forward calls to the same number
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Written by Germán from Toky
Updated over a week ago

How to use Toky for click to text a customer?

Using our click to call extension you can send SMS too
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Written by Germán from Toky
Updated over a week ago

How to call to an extension number?

Callers can skip IVR and greeting messages and call agents directly, using extension numbers
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Written by Germán from Toky
Updated over a week ago

How to add or change the business logo displayed in the Toky widget?

Learn to edit your business logo in your profile
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Written by Germán from Toky
Updated over a week ago
General settings

How to change the country flag of the widget

TL;DR; you can't, but you can hide it
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Written by Carlos
Updated over a week ago

How to change the links displayed in the widget or call link page?

Change the website, Facebook page and Twitter of your Toky profiles
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Written by Germán from Toky
Updated over a week ago

How to find the phone numbers of a customer who called my business?

Learn to find where to call back customers who call your business phone number
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Written by Germán from Toky
Updated over a week ago

How to enable toll-free number forwarding to landlines or mobile phones?

Receive calls in any mobile phone or landline when some call to a toll-free number in any country
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Written by Germán from Toky
Updated over a week ago

How to change the welcome message of the Toky widget?

Change the message that appears in your Toky widget
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Written by Wilson from Toky
Updated over a week ago

How to send text messages (SMS) using Toky?

Send and receive text messages from our cloud telephony platform
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Written by Wilson from Toky
Updated over a week ago

How to change of side the click to call button?

Locate the Toky widget button left or right
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Written by Wilson from Toky
Updated over a week ago

How to set my customized voicemail message?

Every agent can have a customized message for voicemail
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Written by Germán from Toky
Updated over a week ago

How to make international phone calls using Toky?

Learn how to make phone calls to any country with Toky
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Written by Wilson from Toky
Updated over a week ago

How to get live calls only from the country of your business?

Avoid getting international calls when you have a local business
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Written by Wilson from Toky
Updated over a week ago

How to enable the option to request customer data before calling

Use our click to call widget to capture visitors information and turn it into leads
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Written by Oscar
Updated over a week ago

How to configure Toky notifications?

Learn how to configure notifications by email and in your browser
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Written by Germán from Toky
Updated over a week ago

How to download the Call Recordings

Quick explanation of how to download your call recordings and voicemails
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Written by Emilio from Toky
Updated over a week ago

How to configure who receives voicemail notifications by email?

Choose which team members will receive an email when there are new voicemails
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Written by Wilson from Toky
Updated over a week ago

How to change the language on Toky?

Toky supports English, Spanish and Portuguese. Learn how to switch among them
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Written by Carlos
Updated over a week ago

Change greeting audios for live calls

Learn to change the greeting audios for inbound calls from the widget
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Written by Oscar
Updated over a week ago

I don't need a greeting message, how do I remove it?

Learn how to remove greeting audios from IVR and call widget
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Written by Oscar
Updated over a week ago

How to edit the hold music?

Be able to edit your hold music
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Written by Wilson from Toky
Updated over a week ago

How to enable/disable call recording

You can use Toky as an automatic call recorder app for inbound calls, this feature can be enabled or disabled easily.
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Written by Oscar
Updated over a week ago

Enable call recording

You can record inbound and outbound calls with Toky
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Written by Oscar
Updated over a week ago

How to configure your profile?

In your profile you configure business logo, agents pictures and avalilability and more
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Written by Oscar
Updated over a week ago
Telephony

How to make calls with Toky

Learn how to make phone calls using Toky web app
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Written by Oscar
Updated over a week ago

How to set up your IVR in Toky

The Phone Tree or IVR will allow your customers to use a telephone menu to improve your call center
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Written by Emilio from Toky
Updated over a week ago

How to request a Toll-free number and what's its cost?

You can get a tool-free number in USA, Canada and more countries easily
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Written by Germán from Toky
Updated over a week ago

How to answer calls using Toky?

Learn the alternatives you have to accept calls of your customers using Toky
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Written by Wilson from Toky
Updated over a week ago

How to change my Caller ID

Change your number ID to make outbound calls
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Written by Emilio from Toky
Updated over a week ago

What is a Telephone Menu and how to use it?

Menu Options are exactly that: options in a menu that you offer to your callers when they want to contact you.
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Written by Oscar
Updated over a week ago

How to exit dialer's full-screen mode

Some browsers open the Toky's dialer in fullscreen, here's how to get out
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Written by Oscar
Updated over a week ago

How to block a phone number?

Block phone numbers for inbound and outbound calls
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Written by Emilio from Toky
Updated over a week ago

How to enable call forwarding?

Answer calls in your mobile phone or landline without needing an Internet connection
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Written by Oscar
Updated over a week ago

How to configure the audio messages in your IVR

Set up the IVR audio settings with your own audios
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Written by Emilio from Toky
Updated over a week ago

How to activate Speech to Text transcription for voicemail

Learn how to enable the transcription service and Toky will transcript your Voicemails
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Written by Victor
Updated over a week ago
Tools and apps

How to install the call widget on your website

Steps to follow to have the click to call button working on your website
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Written by Oscar
Updated over a week ago

How to use the Toky Wordpress plugin

Learn how to install a call button on your Wordpress site
Carlos avatar
Written by Carlos
Updated over a week ago

How to configure agents' extensions?

Allow customers to talk with agents directly dialing extension numbers
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Written by Oscar
Updated over a week ago

How to install the desktop app on Mac

Install Toky's app and make phone calls from Mac, send SMS and much more
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Written by Carlos
Updated over a week ago

How to update the Mac application

The app will update itself, but you can also update it manually
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Written by Carlos
Updated over a week ago

How to install the desktop app on Windows

Learn how to install Toky desktop calling app on Windows
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Written by Carlos
Updated over a week ago

How to make international phone calls with Toky Android app?

Use the Toky app to make international calls to your customers
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Written by Wilson from Toky
Updated over a week ago

How to update the Windows application

The app will update itself, but you can also update it manually
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Written by Carlos
Updated over a week ago

How to enable / disable the Toky app to work only over WiFi?

Enable Toky to make and receive calls with mobile networks or WiFi if required
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Written by Wilson from Toky
Updated over a week ago

How to enable Toky as Protected App on Huawei smartphones

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Written by Oscar
Updated over a week ago

How to install Toky on a Wordpress site

Learn to add a click to call widget to your Wordpress website
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Written by Oscar
Updated over a week ago