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Preconditions: Check that you are the Admin to be able to make the configurations that will be described further |
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| Note |
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Note: Without configurations that are described in this guide |
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, the CallerID dropdown feature will not work even if all settings are done in the corresponding section in Creatio |
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In this guide, you will learn how to set up Velvetel Callflows to enable the ‘CallerID dropdown’ feature
To start the configuration you should find a callflow for the outgoing call ‘no_match’. Enter the corresponding cluster Portal URL:
US cluster - https://portal.velvetel.net/uiv2/
EU cluster - https://portal-eu.pbx-cloud.velvetel.net/monster-ui/
Enter your
Username
Password
Account Name
Click on the 'Apps' icon in the upper bar (Fig.1)
Fig. 1 Location of the 'Apps' icon
Select ‘Callflows’ application (Fig. 2)
Fig. 2 Location of the ‘Callflows’ application
Click on the ‘Callflows’ section (Fig. 3)
Fig.3 Selection of the ‘Callflows’ element
Find the ‘no_match’ call flow callflow in the left-side menu (Fig. 4)
Fig. 4 Left-side menu
This is the default structure of the ‘no_match’ callflow (Fig. 5)
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IMPORTANT: If your 'no_match' callflow is different from what is presented below, please stop at this point and reach to the support team with description of what you are trying to achieve |
Fig. 5 ‘no_match’ default structure
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In the right-side menu open a ‘Caller-ID’ section (1) to find a ‘Keep CID’ element (2). And drag
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-n-drop ‘KEEP CID’ element on the arrow between the beginning and Global Carrier element (3) (Fig.
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6)
Fig.
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6 Location and Selection of ‘Keep CID’ element
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In the opened modal window select the ‘P-Preferred-Identity’ Header (1) and press ‘Save’ (2). (Fig.
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7) NOTE: This Header must be selected in the Creatio for the
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‘CallerID dropdown’ feature configuration. To know more, see the following guide: Use My Number Feature
Fig.
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7 ‘P-Preferred-Identity’ Header selection
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To set prioritization of the several
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Headers that are selected, point and hold the
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cursor against the drug-n-drop control (1) and move upside-down the Header (2) (Fig.
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8). By Default, you can keep the settings from the screenshots
Fig.
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8 Drag-n-Drop actions
Click on the block above the ‘Global Carrier’ element (Fig. 9)
Fig. 9 Entering ‘Keep CID’ options section
In the opened window select ‘Keep CID option’ (1) of how this condition will be processed and press the ‘Save’ button (2) (Fig. 10 )
Matched - the flow goes to the next element If the CID was added on the Creatio side
Default action - the flow goes to the next element If the CID was NOT added on the Creatio side
Fig. 10 Keep CID options
After the ‘no_match’ callflow was configurated press the ‘Save’ Button (Fig. 11)
Fig. 11 Saving the callflow