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Prerequisites

1. The settings mentioned in the Admin Guide are enabled.
2. Ask the Admin to provide you with the following credentials: Extension, SIP username and SIP password.

Velvetech Configuration

1. Open a browser of your choice on your computer, and go to your personal Creatio instance. Sign in to your account there.
2. Go to [Your Profile] and choose [Call Center parameters setup]. (Fig.1)
   
   Fig. 1. Opening the Call Center parameters setup page
   
   
   
3. Select the checkboxes: [Auto-connection] and [Use web phone] (Fig. 2). 
   
   Fig. 2. Choosing the parameters
   
   
4. Set up the following information sent to you by the admin and click [Save] (Fig. 3):
   

   1. Extension 

   2. Login (SIP username)

   3. Password (SIP password)

   4. Velvetech webRTC connection string

   5. WebRTC Realm (domain)

   Fig. 3. Setting up the information

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5. Save the parameters and your profile.
6. Then go to [Your Profile] and choose [Setup call analythics section]. (Fig.4)

          Fig. 4. Opening the call analythics section

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       7. Press the [Autorize call analythics in RC] button to setup call analythics (Fig. 5.).

           Fig. 5. Call analythics setup

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       8. Save the parameters and your profile.

       9. Sign out and sign back in, so the user’s communication panel (CTI panel) will become active. 

       10. On the [Calls] tab, enter the phone number in the tab field and click the call button or press the [Enter] key (Fig. 3). You'll see the call panel and its functions once the call starts.

         Fig. 6. Calling in the CTI panel