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Prerequisites
Velvetel telephony solution provides key Contact Center features, including call routing, call queues, AI analytics, and more. To try it out in a real-world scenario, please set up a Creatio CRM trial - one of our leading partners, where Velvetel is seamlessly integrated, and provides calling capabilities in a single-window workspace.
How to Install the Trial
Velvetel Connector for Creatio, as well as Contact Center Suite Creatio, offers trial access to the internal telephony for the users. During the trial period user is able to call other extensions, and access to the analytics functionality. In order to start a trial you need:
Install Velvetel VoIP telephony service for Creatio package or Contact Center Product Suite 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
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
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.
Fig. 1. Running the process
Go to the [System Users] and create a new user. Here is a detailed instruction for Adding Users in Creatio.
Make sure that the Connector license is active (Fig. 2). To do so open the [Licenses tab], Velvetel connector license, click on the checbox near the license names. After that, the license should be applied to the User
Fig. 2. Checking the ringcentral and kazoo voip connector velvetel voip telephony service license
Open User Settings and make sure that all necessary values in the telephony tab are present.
Fig. 3. Checking the telephony settings
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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