How to Install the Trial
Velvetel Connector for Creatio offers trial access to the internal telephony for the users. During the trial period user is able to call other extensions. In order to start a trial you need:
Open the [Process Library] and run the process Velvetech Telephony setup demo data. (Fig. 1). This process automatically sets up the telephony properties for existing system users as well as users created after that.
Fig. 1. Running the process
Go to the [System Users] and create a new user. Here is a detailed instruction for Adding Users in Creatio.
Make sure that the Connector license is active (Fig. 2). To do so open the [Licenses tab], Velvetel connector license, click on the checbox near the license names. After that, the license should be applied to the User
Fig. 2. Checking the ringcentral and kazoo voip connector license
Open User Settings and make sure that all necessary values in the telephony tab are present.
Fig. 3. Checking the telephony settings
Save user settings, open a new window in the incognito mode, sign in to Creatio using the user credentials and make a call to the Supervisor's extension. (Fig. 4) You can find the Supervisor's extension in the [Call Center parameters setup] after you open [User Profile] (Fig.5)
Fig. 4. Making a call
Fig. 5. User profile
If you completed the last step, you’ve installed the trial version of the connector successfully. In case you were unable to call the Supervisor, please, contact our technical support
How to Stop the Trial
If you decide to purchase the connector, you can contact Velvetech and our specialists will remove the trial package during the initial setup.