Initial product setup

1. 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.

2. 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).

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Fig. 1. Opening the "Application Hub".

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

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Fig. 2. Adding an application.

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

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Fig. 3. Selecting a template

After this, click on the “Select file” button (1) (Fig. 4).

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Fig. 4. Selecting a file

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

The installation has started.

3. 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 2, selecting the path to the "CallCenter" file.

4. Setting Creatio system parameters for Webitel products.

You need to open the "System Designer" (1). In the system designer, in the "System setup" section (Fig. 5), select the "System settings" subsection (2).

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Fig. 5. Section "System settings"

For the convenience of the search, in the new window (Fig. 6) filter by the word "Webitel" (1), and Confirm (2). A list of all possible system settings of the product will appear (3).

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Fig. 6. Webitel system settings

5. System parameters for configuring Webitel products in Creatio.

After filtering, configure the following 3 parameters:

Table 1. 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

5.1. Setting up the Webitel Path.

In the system settings of Creatio (Fig. 7) choose Webitel Path and press Open (1).

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Fig. 7. System settings of the Webitel server

In the line "Default value" (1) (Fig. 8) enter the valid value of your telephony server. Save (2).

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Fig.8 Filling in Webitel server settings

5.2. Creating and importing a token (webitelApiToken)

IIn the Admin (1) panel of the Webitel system (Fig. 9), open the Directory (2) section, subsection Users (3)

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Fig. 9. Section "Users" in Webitel.

Open (1) user with maximum rights (Fig. 10). Integration requests will be performed using this token. You can learn more about tokens here.

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Fig. 10. The "Users" section in Webitel

Next, select the Tokens tab (1) and click the “+“ button (2) in the upper right corner of the screen (Fig. 11).

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Fig. 11. Tokens tab

In the window that opens (Fig. 12), enter “Name” (1) and click the Add button (2).

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Fig. 12. Entering the Token name

The added Token can be “Copy to Clipboard” (1) to the buffer for subsequent entry into Creatio or Saved in TXT format (2) (Fig. 13).

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Fig. 13. Generated token

Find "webitelApiToken" in Creatio system settings (Fig.14) and click Open (1).

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Fig. 14. Webitel system settings in Creatio.

In the field "Default value" (1) you need to enter the token copied from Webitel (Fig. 15) and click Save (2).

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Fig. 15. Entering a token value.

5.3. Connection string to Webitel.

Find in the system settings "Webitel connection string" (Fig. 16) and click Open (1).

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Fig. 16. Connection string to Webitel

In the "Default value" field (1) you need to enter a valid value and click Save (2) (Fig. 17).

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Fig. 17. Filling the connection string value.

6. Configuring Webitel telephony parameters.

To configure Webitel telephony parameters:

1. Click on the icon with your profile image (1) (Fig. 18), select "User profile (2)" in the menu.

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Fig. 18. User profile

2. Select "Additional settings" (1) (Fig. 19).

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Fig. 19. Additional user profile settings

3. Select “Call Centre parameters setup“ (1) (Fig. 20)

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Fig. 20. Call Centre Parameter Settings

Set or remove the required features (1) (Fig. 21), press the “Save” button (2).

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Fig. 21. Example of settings in the user profile

A mini-card with a notification will appear (Fig. 22). Select “Logout” (1). Subsequent changes will take effect after logging out.

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Fig. 22. Logout