Go to the 'User Profile' (Fig. 1).
Fig. 1. Opening ‘User Profile’
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2. Click the ‘Call Center Parameters Setup’ button (Fig. 2).
Fig. 2. Clicking the ‘Call Center Parameters Setup’ button
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3. Choose Twilio from the dropdown list and fill in the Extension and Login of your Twilio account. (Fig. 3).
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And click the Use web phone and Auto-connection checkboxes.
Fig. 3. Twilio parameters setup
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4. Enter API Key и API secret(Fig. 4.)
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Fig. 4. Twilio parameters setup
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API keys & tokens creation steps:
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5.
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Fig. 5. API keys & tokens button
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b. And then click Create API key button (Fig. 6.)
Fig. 6. Create API key button
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Specify Friendly name and region and click Create API Key button. (Fig. 7.)
Fig. 7. Create API key button
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Now you need to copy those data to Creatio. SID is our API Key
ATTENTION this is the only chance to copy and save a Secret. After clicking the Done button, it will be hidden. (Fig. 8.)
Fig. 8. Copy secret key
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that you need to enter Identity (Fig.
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5.). This is the extension of the user, which will be linked to the agent in the database. This is an integer value that you need to choose yourself.
Fig. 95. Identity
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106. The SID of the application responsible for making outgoing calls. Used when generating a token. The application must be created once and used for all users. For Application SID (Fig. 106.) you need to do following steps.
Fig. 106. Application SID
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Application SID creation steps:
a. https://console.twilio.com/ go to the following menu Develop - Voice - Manage - TwiML apps (Fig. 11)
Fig. 11. TwiML apps
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If this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 12).
Fig. 12. Explore Products
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b. Create new TwiML App (Fig. 13).
Fig. 13. Create new TwiML App
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Request URL - [Address of the Creatio application]/0/ServiceModel/VvtTwilioServiceHelper.svc/MakeOutgoingCall
Address of the Creatio application for executing requests from Twilio. Without a slash at the end.(Fig. 14)
Fig. 14. VvtTwilioBaseAPIUrl
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Request Method - GET
c. Save to Creatio TwiML App SID. (Fig. 15). This is our Application SID.
Fig. 15. TwiML App SID
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11. Twilio number this is the phone number active in tvilio for affixing CallerID when making calls to external numbers. The list of active numbers can be viewed here(Fig. 16). The number must have an icon in the Voice column.
Fig. 16. Active Numbers
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127. Reload the page after the successful setup.