Telephony Configuration in Creatio

Prerequisites

1. The settings mentioned in the Admin Guide are enabled.

2. Ask the Admin to provide you with the following credentials: Extension, SIP username and SIP password.

Velvetech Configuration

1. Open a browser of your choice (Google Chrome is recommended) on your computer, and go to your personal Creatio instance. Sign in to your account there.

2. Go to ‘Your Profile’ and choose ‘Call Center parameters setup’ (Fig.1 - Fig. 3)
   Fig. 1. Opening the ‘Your profile’ section

   Open

   

   Fig. 2 Opening ‘Additional settings’ section

   Open

   

   Fig. 3 Opening ‘Call Center parameters setup’ section

    

    

3. Select the checkboxes: ‘Auto-connection’ and ‘Use web phone’ (Fig. 4)
   Fig. 4 Choosing the parameters

   
   
   

4. Set up the following information sent to you by the admin and click [Save] (Fig. 3):

   1. Extension 

   2. Login (SIP username)

   3. Password (SIP password)

   4. Velvetech webRTC connection string

   5. WebRTC Realm (domain)

   Fig. 3. Setting up the information

    

5. Save the parameters and your profile.

6. Sign out and sign back in, so the user’s communication panel (CTI panel) will become active. 

7. 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. 4. Calling in the CTI panel