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How To Register Your Employees

This guide will help you quickly set up the Callyzer Biz Android application on your employee’s mobile device.

Follow the step-by-step instructions carefully on the employee’s phone to register them with the Callyzer Portal as an Employee.

Once the setup is complete, the employee’s call data will appear under Manage → Employee in your Callyzer dashboard.

Watch the video guide for easy setup instructions.

Follow the steps on the employee’s phone (English)

Follow the steps on the employee’s phone (Hindi)

Step 1: Install Callyzer Biz

Download and install the “Callyzer Biz“ application from the Playstore. 

To download the application, Click:

https://play.google.com/store/apps/details?id=com.websoptimization.callyzerbiz&hl=en_IN

Step 2: Allow App Permissions

After installation, the application will ask you for basic permissions. These permissions are mandatory.

Click on “Allow” to give permission.

Step 3: Enter Device Connect Code

Callyzer Biz will ask for a Device Connect Code. You can get your device connect code from the organization or company.

You device connect code will be like [XXX-XXX-XXX].

Enter the Device Connect Code and click “Next”.

Step 4: Select the SIM

Select the SIM you want to connect and sync your calling activities with Callyzer Biz.

For example, if you have two SIM cards — BSNL for personal use and Jio for official calls — you should select (check) Jio and deselect (uncheck) BSNL.

This way, only your Jio call data will sync with Callyzer, while BSNL calls will not be tracked.

After selecting the appropriate SIM, click the “Connect” button to proceed to the next screen.

Step 5: Connect the SIM

Fill in the required basic details to complete the SIM connection process. Once all details are entered, click on the “Connect” button to proceed.

Step 6: Phone Number Verification

To successfully map the SIM card with call logs, you need to verify your phone number. There are two options to verify. You can choose any one.

  • Option 1: Verify via call log

    Application will show you a call log list, you simply need to select the call log which was made using the phone number you are going to register with callyzer  and click “Done”.

  • Option 2: Verify via dummy call

    Application will make a 5s dummy call on your registered mobile number to verify.  If the call is not auto disconnected in 5s, you can disconnect from your end.

Step 7: Allow Callyzer Biz overlap

Allow Callyzer biz to overlap other applications on your mobile phone. This feature will help you to comment/add notes after completing each call.

Step 8: Enable the auto start permission

Click “Allow” to enable the auto start option. By allowing auto start, the application will run in background and keep syncing your data.

Callyzer Lead Capture Form Guide

Overview

This guide provides step-by-step instructions to set up and configure the Lead Capture Form Connector in Callyzer.

With this, you can easily generate an HTML code that will create a web form which you can integrate into your website to capture leads in Callyzer.

It can also be used to capture Google Ads leads. After integrating this form into your website, you can use the URL of this web form as a landing page in Google Ads. When a user clicks your ad, they will be redirected to this form, fill in their details, and submit them. These details will then be captured as a lead in Callyzer.

Prerequisites

  • You must have an active Basic + Lead plan to use this connector.
  • You must have a website where you can integrate this HTML form to start capturing leads.

How to Activate the Connector

  • Navigate to the Connectors menu in Callyzer.
  • Select LeadCapture Form.
  • Click Try for 15 Days.
  • On the Purchase Summary screen, click Activate Trial.
    • Note: If you have already used the free trial, you will not see the option to try it again.

How to Configure the Connector

  • Navigate to the Connectors menu and click Configure for LeadCapture Form.
  • Click on Create Form.
  • Enter the Form Title (optional): This will be displayed as the heading in your web form.
  • Enter the Form Description (optional): This will be displayed as the body text in your web form.
  • Select the Fields you want to include in your form.
    • First Name and Phone Number are mandatory fields.
    • Other fields are optional and can be marked as mandatory if required.
  • Enter Terms & Conditions URL (optional): Adds a Terms & Conditions link at the bottom of the form.
  • Enter Privacy Policy URL (optional): Adds a Privacy Policy link at the bottom of the form.
  • Enter the Button Name (mandatory): For example, “Submit” or “Save”.
  • Enter the Form Name (mandatory): This is for internal identification.
  • Enter the Allowed Domain (mandatory):
  • Enter Redirect URL (optional): The page where the user will be redirected after submission.
  • Enter Success Message (optional): This message will be displayed after successful form submission.
  • Preview your form on the right-hand side.
  • Select Lead Assignment Options as per your requirement.

Generate the HTML Code

  • Click Save.
  • Click Copy Code to copy the generated HTML code.
  • Create an HTML webpage using this code and integrate it into your website.

How to Check the Logs

  • Navigate to Connectors → LeadCapture Form → Configure.
  • Go to the Logs section to view form submission logs.

Can I restore my deleted call log from the callyzer?

Callyzer cannot help you to retrieve your deleted call logs. However, if you had the Callyzer application already installed in your phone before deleting you can get the deleted call logs in the application.

How can I get someone else’s call details? Or Is callyzer providing someone else’s call details?

Callyzer is a call analyzer application, which helps you to analyze and track your calling activities. You cannot access or fetch other’s call details using Callyzer.

How can I get my device connect code?

You can go to Help & Support and find your device connect code.

How can I download the callyzer app on my iPhone?

Unfortunately, the Callyzer application is not available at the AppStore. According to the Apple co. policy any application is not permitted to access call logs.

How to add a Sub-User?

For hierarchy management system, Callyzer allows business owners and managers to add sub-users. To add a sub-user, follow the following steps.

Step 1: Open the Callyzer dashboard, click on Manage -> User.
Step 2: In the Manage User section click the “Add” button to add a sub-user.
Step 3: To create a user, you have to follow simple steps. In the initial step, kindly add basic info of the user you wish to add.
After adding the basic info click “Next” to proceed.

Step 4: Select the employees whose data should be visible to the user. To allow access there are three options available.

Option 1: All Employees: By selecting this option, user can access data of each employee.

Option 2: Select Employee Tag(s): By selecting this option, user can access data of the respective employee tags.  For instance, if employee tags like region is selected. User will be able to access data of each employees from the defined region.

Option 3: Specific Employee: By selecting this option, user can access data of the selected employees.

After selecting click “Next” to proceed.

Step 5: In the list of permissions, set the permission to which the user should have access. If you allow the permission, the user can access the corresponding feature in the dashboard.
Click “Next” to proceed.

Step 6: Callyzer will summarize each details. Kindly view the details in-depth. After confirming click “Submit”.

How to remove employee from Callyzer?

Step : 1 In the Callyzer dashboard, click “Manage” and select “Employees”.
Step 2: In the action section, you will find three dots. Click on the three dots and select “remove”.
Step 3: As you select “remove”, you’ll find an an alert box. To remove the employee click on “Yes, delete it”. Call logs and recordings will be permanently removed after 30 days.

How Can I Change Employee Phone Number?

When you change the phone number, your data and analysis from the older number is not affected. Your previously synchronized data like call logs, lead data, lead reports, call analysis reports will be available in your dashboard as it is.

To change the phone number, follow the quick steps guided below:

Step 1: Go to Manage -> Employee -> Action -> Edit

Step 2: Replace the current mobile number with your new mobile number and click “Update”

Step: 3 Now Re-install the Callyzer Biz application with the updated number.

Trouble accessing Callyzer website on Windows 7

Step 1: open the following link: https://api1.callyzer.co/api/noauth-service/noAuth/countries
Step 2: Click On: Proceed to api1.callyzer.co(unsafe)  as guided in the following image.
Step 3: As you land on the following screen, hit the website url: https://callyzer.co/

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