Connector Installation

Prerequisites

• Admin access to the Creatio instance to install the connector

• An active account on Creatio Marketplace (https://marketplace.creatio.com/)

How to Install the Connector

Installation Process

1. Sign in to the targeted Creatio instance (https://www.creatio.com/?lang=en). If you are the new user you can request access to the trial version here – https://www.creatio.com/trial/creatio 
   
   

2. Open the [System designer] section by clicking 

   Open

   

    in the top right corner of the application window.

3. Go to the [Installed Applications] section. 

4. Click the [Add Application] button, and select the [Choose from Marketplace] option to open Creatio Marketplace (Fig.1).
   
   Fig.1. Adding the application from the Installed Applications section
   
   

   Open

   

    

5. Enter the "AI-powered call analytics platform for Creatio" in the search field and click on the application to install the connector.

6. Sign in to Creatio Marketplace and click [Install].

7. The installation page with the domain name will open. The domain name is predefined if you are signed into Creatio as an admin. Click the [Install] button and you will be taken to the Application Installation page.

8. Click the [Install] button. Users get a free 14-day trial license for 5 users which you can distribute later. 

9. Once you finish installation, the application will appear in the [Installed Applications] section.

10. Please use this guide to continue the setup - Creatio Setting Up Call Analitycs for Velvetel, Kazoo and RingCentral