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  1. Go to the 'User Profile' (Fig. 1).

Fig. 1. Opening ‘User Profile’

  1. Click the ‘Call Center Parameters Setup’ button (Fig. 2).

Fig. 2. Clicking the ‘Call Center Parameters Setup’ button

  1. Choose Twilio from the dropdown list and fill in the Extension and Login of your Twilio account. (Fig. 3).

  1. Click the Use web phone and Auto-connection checkboxes.

Fig. 3. Twilio parameters setup

  1. Enter API Key и API secret(Fig. 4.). To obtain them you need to follow next steps.

Fig. 4. Twilio parameters setup

  1. API keys & tokens creation steps:

a. Click API keys & tokens button (Fig. 5.) (required to generate the token requested in the Twilio SDK).

Fig. 5. API keys & tokens button

b. And then click Create API key button (Fig. 6.)

Fig. 6. Create API key button

  1. Specify Friendly name and region and click Create API Key button. (Fig. 7.)

Fig. 7. Create API key button

  1. 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

  1. After that you need to enter Identity (Fig. 9.). 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. 9. Identity

10. 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. 10.) you need to do following steps.

Fig. 10. Application SID

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

If this tab (Voice) is not in the left menu, you need to add it via Explore Products (Fig. 12).

Fig. 12. Explore Products

b. Create new TwiML App (Fig. 13).

Fig. 13. Create new TwiML App

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

Request Method - GET

c. Save to Creatio TwiML App SID. (Fig. 15). This is our Application SID.

Fig. 15. TwiML App SID

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

12. Reload the page after the successful setup.

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