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Prerequisites

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1. Install Velvetel Pulse for Creatio package from Creatio Marketplace. You can refer to points 1-9 from the Connector Installation page, which describe this installation process in more details

   1. If after installation you do not see the Calls section in the navigation bar, please configure the workplace according to the following Creatio guide: https://academy.creatio.com/docs/user/customization_tools/appearance_customization/workplaces/set_up_workplaces

2. Open the [Process Library] and run the process Velvetech Telephony setup demo data. (Fig. 1). This process automatically sets up the telephony properties for existing system users as well as users created after that. Once done, please re-login to Creatio.
   
   Fig. 1. Running the process

   

3. Go to the [System Users] and create a new user

4. Make sure that the Connector license is active (Fig. 2). To do so open the [Licenses tab], Velvetel connector license, and click on the checkbox near the license names. After that, the license should be applied to the User
   
   Fig. 2. Checking the velvetel voip telephony service license

   

5. Open User Settings and make sure that all necessary values in the telephony tab are present.
   
   Fig. 3. Checking the telephony settings

   

6. Save user settings, open a new window in the incognito mode, sign in to Creatio using the user credentials and make a call to the Supervisor's extension. (Fig. 4) You can find the Supervisor's extension in the [Call Center parameters setup] after you open [User Profile] (Fig.5)
   
   Fig. 4. Making a call

   

   
   Fig. 5. User profile

   

   
   If you completed the last step, you’ve installed the trial version of the connector successfully. In case you were unable to call the Supervisor, please, contact our technical support

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