· Reviewed by Issabela Masters
Why do Kixie users need a virtual assistant?
Kixie lives inside the CRM. The PowerCall extension sits in Chrome, the dialer runs down a HubSpot, Pipedrive or HighLevel list, ConnectionBoost improves the odds someone picks up, and a call outcome can fire a text before the rep has finished typing a note. It is a tool designed around a person doing repetitions. When the reps are busy closing, or the founder is the only one selling, the dialer sits idle, the new lead waits two days for a call, and the CRM fills with records nobody has phoned. An assistant supplies the repetitions. They work your lists in the hours you choose with lawful consent and do-not-call scrubbing, answer the inbound ring groups so speed to lead is not an aspiration, keep dispositions honest so the automations fire correctly, and hand your closers a calendar of booked meetings with notes attached.
What can a virtual assistant do inside Kixie?
- PowerCall dialing from the CRM
- Dials your list from inside HubSpot, Pipedrive, HighLevel or Salesforce using the PowerCall extension, in single line or multi-line mode as you direct, so every attempt is on a record and every record shows its attempt.
- ConnectionBoost and local presence
- Uses your local presence number pools and human voice detection settings as configured, and reports any area code that has stopped connecting so your admin can retire it.
- Inbound ring groups and IVR
- Answers inbound calls in your ring groups and auto-attendant options during your hours, which matters most for the new lead who calls back within a minute of your first attempt.
- Business SMS and automated texts
- Sends texts from your approved templates, including the automatic message a call outcome triggers, with lawful consent and do-not-call scrubbing, and answers every reply in the team inbox.
- Voicemail drop and cadences
- Drops your recorded message instead of leaving a fresh one each time, and runs the call and text steps of your outbound cadences on the days they fall due.
- Dispositions and CRM hygiene
- Selects the correct call outcome every time, because your automations and reporting run off it, then writes the note, sets the next activity and fixes duplicate or malformed records as they surface.
- Appointment setting and handoff
- Books qualified meetings into the closer's calendar with the context they asked for, sends the confirmation and reminder, and calls again if the prospect does not show.
- Coaching, analytics and leaderboards
- Works with the team lead on listen, whisper and barge sessions for coaching, and sends weekly numbers on dials, connects, talk time and meetings set.
Integrations we handle
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Kixie and HubSpot
Dials from a HubSpot list or workflow, logs the call, outcome and recording on the contact, and sets the next task without leaving the record.
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Kixie and HighLevel
Popular with agencies and their clients: the assistant dials the opportunity, updates the pipeline stage and lets the automation send the follow-up text.
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Kixie and Pipedrive
Calls straight from the deal, moves the stage on the outcome and schedules the next activity so nothing sits in the pipeline untouched.
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Kixie and Zoho CRM
Two-way logging keeps calls, notes and outcomes on the Zoho record, and the assistant works the follow-up views your sales manager built.
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Kixie and ActiveCampaign
A call outcome can move a contact into the right automation, so the email follow-up matches what was actually said on the phone.
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Kixie and Slack
Posts booked meetings, missed inbound calls and hot replies into the channel your sales team watches through the day.
