User Profile

A user can manage his profile and personal settings including notifications, changing his password, call/text forwarding, and more from his profile page.

Accessing the user’s profile

The user’s profile can be accessed from 2 places:

  • Click on the name dropdown at the top right of the page.
    • Choose Profile.
    • Then, the system redirects you to your profile.

Admin can access all users’ profiles

Admin users can view the list of all the user’s accounts and access their profiles by clicking on the edit pen on the left beside the user’s name.

Editing profile options

  • Profile
    • First name / Last name / Personal mobile number: The user can modify these fields.
    • Email: The email address cannot be changed by the users as this is used for the login and alerts. If you want to change it, please send an email to support@aninja.com.

User profile

  • Password
    • This is the password used for the login.
    • You can change it and click update.
    • Make sure you remember the new password!
    • Lastly, in case you forgot your password, you can reset your password.

  • Language

  • Date / Time
    • Set the date/time of the zone you live in case it was not different than the default one. Hit update to save the changes.

  • Calls
    • Call forwarding: Calls to your *private* aNinja numbers (not ring group) will be forwarded to this phone number that you assign here.

  • Text
    • Forwarding any text coming to your *private* aNinja number, not the ring group, to the phone number that you assign here.

  • Notifications
    • You can choose to be notified of the following events by email, text, desktop, or mobile push.
      • Any incoming text
      • Incoming texts to your phone numbers
      • Leads assigned to you
      • Missed calls
      • Voicemails
      • New Chatbot conversations
      • Tasks assigned to you
    • Make sure you sign in using the same username to receive these notifications.

    • Use this BCC email address in the BCC section of an email to create leads from the recipients.

  • Teams
    • You can see the aNinja teams you’re included in, and the status of the team: Available (ON / OFF).

  • Access control

Admin rights

Only admin users are allowed to:

  • Change the role of a user (from User to Admin and vice versa).
  • Manage the team members.
  • And, manage the status of the teams: Available (ON / OFF).

Search for more help articles in the aNinja Knowledge Base

Calendly API Integration

Calendly is an online Calendar that helps you schedule meetings without the back-and-forth emails. Moreover, Calendly appointments can now be automatically added to your aNinja account. You just need to activate the Calendly API integration.

The integration requires a “Professional” account with Calendly.

Activating the integration with Calendly

  • First, click on Browse Marketplace

  • And, click on Install under Calendly

  • Then, hit Configure

  • Click on Profile > Calendly Integration

  • You will be redirected to your user profile. Hit Calendly Integration

  • Under “Add your Calendly API v2“, add your Calendly Personal Access Token.
    • Click on “Get your Calendly Personal Access Token” to be redirected to your Calendly account.

  • Lastly, click on Update Personal Access Token.
  • You can see the Calendly account details:

  • To complete the integration, you want to activate ONE of the two webhooks:
    • Calendly User Webhooks
      • This triggers the webhooks for subscribed events that belong to the specific user.
    • OR Calendly Organization Webhooks:
      • This triggers the webhooks for ALL the subscribed events within the Organization.
  • If you can’t see the webhooks data under the User / Organization Webhooks, check your Calendly plan. The integration requires a “Professional” account.
  • Refresh Webhooks every time you make changes to the webhooks.

Now, any Calendly event automatically injects a lead into your aNinja account.

We’ve added a custom field ‘calendly_webhook_user_id‘ to the new leads created via Calendly. It represents the id of the user where the Calendly webhook is configured.

You can include the calendly_webhook_user_id in the trigger’s conditions, to e.g. assign the lead to the correspondent user.

Fields mapping

Ensure correct transfer of Calendly form fields to lead contacts and custom fields by using the provided naming conventions and mapping them to aNinja fields:

  • Name: map to contact_name (this is the only required field for the mapping).
  • Phone Number: map to contact_phone1
  • Email: map to contact_email1

My Calendly Integration Stopped Working

In this case, please check the following:

  • Firstly, if Calendly has regenerated or changed the Personal access token, then you should update it in aNinja for the integration to work.
  • Secondly, check if the Calendly App in aNinja is still active.
  • Thirdly, check if your Calendly account is still active and that it allows for API integrations (Professional plan).
  • Lastly, sometimes, Calendly automatically disables the webhooks if it receives error codes from our server. To re-enable it, you want to delete and recreate the webhook in your User profile > Calendly Integration.

After the integration, any Calendly appointment will automatically inject a lead into your aNinja account.

Where does the lead data appear

After the integration, you can search your aNinja CRM for new leads. You can also search for any custom field, opportunities, and any other captured info.

  • Lead’s contacts appear in the leads contact section in the lead view.
  • The company’s info appears on the top left of the lead view, in the Company section.
  • Custom fields appear in the custom field section of the lead view.
  • Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.

Need help with the Calendly API integration? Leave us an email at support@aninja.com. And we will happily assist you!

aNinja Text Forwarding

When you are out of reach, you might want to use text forwarding to forward your aNinja texts to an available phone number.

Text forwarding with aNinja

  • On the top right of your login, click on your Profile
  • Go to Texting
  • And turn the Text Forwarding On/OffaNinja Text Forwarding
  • Text forwarding in aNinja has now been configured!

aNinja Call Forwarding

When you’re out of reach, you might want to consider call forwarding to forward your incoming calls to an available phone number in aNinja.

Call forwarding with aNinja

  • On the top right of your login, click on the name dropdown > Profile
  • You can also access your profile from Settings > Users > click the edit pen next to your name.
  • Go to Calls
  • And toggle the Call Forwarding On/OffaNinja Call Forwarding
  • Enter the phone number that you want to forward the calls to
  • And hit Update
  • As a result, the call forwarding has now been configured!

Call forwarding info in the Lead view

The recordings of the forwarded calls are saved in the lead view with the note “Forwarded”.

If the number is busy or the call was canceled, it is saved as a missed-call.

The Voicemail or completed calls are saved as completed call + recording.

In the case of forwarded calls, voicemails appear as completed calls.

Call Forwarding info in Settings

We’ve also displayed the call forwarding info in Settings > Phone Numbers.

Forwarding message alert

The receiving number receives a “forwarding message alert” when he answers calls coming from the forwarded number.

It’s enabled by default in your Settings. However, you can choose to skip this forwarding message alert.

  • In Settings > Global Settings, un-toggle the checkbox:

“Include “aNinja Incoming call” on aNinja call forwarding”

Find Your aNinja API Key

aNinja API allows you to integrate your different marketplaces into your aNinja account. Find your private aNinja API key in your aNinja profile to use it for your integrations.

Find your aNinja API key

  • On the top left of your aNinja, click on your name dropdown and choose Profile.

  • Or from the left sidebar, click on Settings > Users
    • Click on the edit icon next to your name
  • Click on APIFind your aNinja API key
  • Here’s your private aNinja API key