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 "Velvetel connector" 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. Go to the ‘Studio’ tab and open the ‘System Settings’ section (Fig. 2).
    Fig. 2. Opening the ‘System Settings’ section

Open

11. Then open the ‘Default messages exchange library’ and choose the ‘Telephony integration library based on Velvetech protocol’ (Fig. 3).

Fig. 3. Opening the ‘Default messages exchange library’ and choose the ‘Telephony integration library based on Velvetech protocol’

Open

12. Click the ‘Save’ button and refresh the page.

13. 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

Don’t forget to apply the following settings

1. Velvetel codecs — Lookup (disable “Other” codecs):

   1. Click the ⚙️ Settings icon.

   2. Go to Lookups.

      Open

      

   3. Use the Name filter to find Velvetel Enabled codecs.

      Open

      

   4. Open Content.

   5. Uncheck the box next to Others.
      → This disables unnecessary codecs.

      Open

      

2. STUN servers — System setting (should be configured per user):

   1. Click the ⚙️ Settings icon.

   2. Go to System settings.

      Open

      

   3. Use filters to find STUN Servers.

      Open

      

3. Сopy the default values and paste them into the field. The values are:

   1. stun:stun.pbx-cloud.velvetel.net:23478 (for US)

   2. stun:stun-eu.pbx-cloud.velvetel.net:23478 (for EU)

   3. stun:stun-sea.pbx-cloud.velvetel.net:23478 (for Asia)

   4. Please note that these are default values; they may differ if customized, and in some cases, they are configured individually for each user. It’s recommended to confirm the exact value with the development team.

      Open

      

   5. Save the changes.