Preconditions: Check that you are the Admin to be able to make the configurations that will be described further
Note: Without configurations that are described in this guide ‘Use My Number’ feature will not work even if all settings are done in the corresponding section in Creatio
In this guide, you will learn how to set up Velvetel Callflows to enable the ‘Use My Number’ 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’ 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)
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
In the right-side menu open a ‘Caller-ID’ section (1) to find a ‘Keep CID’ element (2). And drag-n-drop ‘KEEP CID’ element on the arrow between the beginning and Global Carrier element (3) (Fig. 6)
Fig. 6 Location and Selection of ‘Keep CID’ element
In the opened modal window select the ‘P-Preferred-Identity’ Header (1) and press ‘Save’ (2). (Fig. 7) NOTE: This Header must be selected in the Creatio for the ‘Use My Number’ feature configuration. To know more, see the following guide: Use My Number Feature
Fig. 7 ‘P-Preferred-Identity’ Header selection
To set prioritization of the several Headers that are selected, point and hold the cursor against the drug-n-drop control (1) and move upside-down the Header (2) (Fig. 8). By Default, you can keep the settings from the screenshots
Fig. 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