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Prerequisites
The settings mentioned in the Admin Guide are enabled.
Ask the Admin to provide you with the following credentials: Extension, SIP username and SIP password.
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Configuration
Open a browser of your choice on your computer, and go to your personal Creatio instance. Sign in to your account there.
Go to [Your Profile] and choose [Call Center parameters setup]. (Fig.1)
Fig. 1. Opening the Call Center parameters setup page
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Select the checkboxes: [Auto-connection] and [Use web phone] (Fig. 2).
Fig. 2. Choosing the parameters
Set up the following information sent to you by the admin and click [Save] (Fig. 3):
Extension
Login (SIP username)
Password (SIP password)
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webRTC connection string
WebRTC Realm (domain)
Fig. 3. Setting up the information
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Save the parameters and your profile
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Fig. 4. Opening the call analythics section
7. Press the [Autorize call analythics in RC] button to setup call analythics (Fig. 5.).
Fig. 5. Call analythics setup
8. Save the parameters and your profile.
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Sign out and sign back in, so the user’s communication panel (CTI panel) will become active.
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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.
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4. Calling in the CTI panel
