Initial product setup

Description

This section describes the algorithm for the initial installation and configuration of the Call Manager and Call Center packages in the Creatio system.

Note: When installing both CallManager + CallCenter packages, you must start the installation with the CallManager package.

1. Installing the CallManager package for Creatio.

Call Manager is an application for CRM Creatio (a product of Webitel), it is a basic integration package.

Call Manager allows you to add "Webitel Users", "Call Lists Register" and "CDR" sections to workplace for:

— call management from CTI-panel of CRM Creatio;
— management of Webitel telephony user statuses;
— listening to recordings of conversations.

To install products (Fig. 1), you must click on the "Settings" icon (1), then on "Application Hub" (2).

Open

Fig. 1. Opening the "Application Hub".

After that, click on "New application" (1), (Fig. 2). 

Open

Fig. 2. Adding an application.

In the opened window (Fig. 3) choose "Install from file"(1), after "Select"(2).

Fig. 3. Installation from file.

Next, select the path to the "Webitel_CallManager" file and click open.

The installation has started.

2. Installing the CallCenter product for Creatio.

To install the CallCenter package, you need to follow the same algorithm of actions as described above in paragraph 1, selecting the path to the "CallCenter" file.

3. Setting Creatio system parameters for Webitel products.

You need to open the "System Designer" (2) (Fig. 1). In the system designer, find the "System settings" section (Fig. 4), and open the "System settings" subsection (1).

Fig. 4. Section "System settings".

For the convenience of the search, in a new window (Fig. 5) filter (1) (2) by the word "Webitel" (3), and confirm (4). A list of all possible system settings for the product will appear (5).

Fig. 5. System settings Webitel.

4. System parameters for configuring Webitel products in Creatio.

After filtering, configure the following 3 parameters:

Table 2. Parameters and values for setting.

To obtain the values of the main connection parameters, please contact Webitel technical support:

email: support@webitel.com
support portal: my.webitel.com

4.1. Setting up the Webitel Path.

In the system settings of Creatio (Fig. 6) choose Webitel Path and press Open (1).

Fig. 6. System settings of the Webitel server.

In the line "Default value" (1) (Fig. 7) enter the valid value of your telephony server. Save (2).

Fig.7 Filling in Webitel server settings.

4.2. Creating and importing a token (webitelApiToken)

In the Admin panel of the Webitel system, open Menu (1), section Directory, subsection Users. Open (2) a user with maximum rights (Fig. 8). Integration requests will be executed using this token. You can learn more about tokens here.

Fig. 8. Section "Users" in Webitel.

Next, select the Tokens tab (1) and click the button  (2) (Fig. 9).

Fig. 9. Tokens tab.

In the opened window (Fig. 10) enter Token name (1), Add (2).

Fig. 10. Choosing the tokens name.

It is possible to copy (2) or Save as text file (3) Generated token (1)  (Fig. 11). 

Fig. 11. Generated token.

Find "webitelApiToken" in Creatio system settings (Fig.12) and click Open (1).

Fig. 12. Webitel system settings in Creatio.

In the field "Default value" (1) you need to enter the token copied from Webitel (Fig. 13) and click Save (2).

Fig. 13. Entering a token value.

4.3. Connection string to Webitel.

Find in the system settings "Connection string to Webitel" (Fig. 14) and click Open (1).

Fig. 14. Connection string to Webitel

In the "Default value" field (1) you need to enter a valid value and click Save (2) (Fig. 15).

Fig. 15. Filling the connection string value.

5. Configuring Webitel telephony parameters.

To configure Webitel telephony parameters:

1. Open the user profile page, for example, by clicking on the icon with the image of "Your profile", then in the menu on "Your profile".

2. Press the "Call_Center settings" button.

3. Highlight or clear the necessary signs (Fig. 16).

4. Click "Save".

5. Refresh the browser page for the changes to take effect.

Fig. 16. Example of settings in a user profile.