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Install the Beesender Omnichannel application
Install from the file
Go to Application Hub
Select New application
Select Install from file
Select BeesenderOmnichannel package
Click Install
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Done. After successful installation, proceed to the next step. |
Install from Marketplace
Go to Application Hub
Click New application
Select Marketplace powered
Select the application Beesender Omnichannel
Click Install
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Done. After successful installation, proceed to the next step. |
BeesenderOmnichannel settings
If you already have an OmniToken
Go to the section Chat
Click Action
Select Synchronize
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After successful synchronization, you can proceed to adding channels |
If you don't have an OmniToken
Go to the section Chat
Click Action
Select Synchronize
Fill in the next fields:
Account name
Phone number
Email
Click Send
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After successful synchronization, you can proceed to adding channels |
Add channels
Website
Go to the System designer > Chat configuration > Channels
Click + and select Website
Fill in the next fields:
Channel name – Value at your discretion
Domain – Fill in your website domain (for example: beesender.com)
Chat queue – Select chat queue from the list
Active – Set the checkbox if you are ready to use the channel
As script – Set the checkbox
As vue component – Don’t set the checkbox
Copy the Script and use it on your Website
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Important! In a situation where a person opens a widget, but does not write anything yet, a chat is created in the system. To ignore this signal, this line is added to the script:
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Viber
Select the existing Bot or Create New (follow the link https://beesender.atlassian.net/wiki/spaces/UM/pages/884703295/Viber#Create-Bot-Account )
Copy Token
Go to the Creatio
Go to the System designer > Chat settings > Channels
Click + and select Viber
Fill in the next fields:
Channel name – Value at your discretion
Token – Token from Bot Account Viber
Chat queue – Select chat queue from the list
Active – Set the checkbox if you are ready to use the channel
Click Add
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Create Instagram Business Account https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Preparing-an-Instagram-account.
Connect to Facebook https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Connecting-Instagram-account-to-Facebook
Go to the Creatio
Go to the System designer > Chat settings > Channels
Click + and select Instagram
Continue with Facebook (Facebook Account)
Click Next
Select a Page from the list
Click Attach page
Fill in the next fields:
Channel name – Value at your discretion
Chat queue – Select chat queue from the list
Active – Set the checkbox if you are ready to use the channel
Click Add
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Line
Skype
Teams
Website
Workplace
To connect your Workplace channel to your system, it's necessary to first create a Workplace account. If you already have an account, you can proceed to the steps for adding a channel in Creatio. We would like to guide you through the process of creating a Workplace account and adding a channel in Creatio, so you can start utilizing Workplace in your system effectively. Thank you for choosing our guide as a resource, and we hope to provide you with a helpful experience.
Creating a Workplace Account
To create a Workplace account, please follow the steps below:
Go to https://www.workplace.com/ .
Enter your business email address in the "Business Email Address" field.
Click on "Try Workplace." You will then receive an activation code at the email address you provided.
Enter the activation code and click "Continue."
On the next page, enter all the necessary information, and click "Create your Workplace."
Congratulations! You have successfully created your Workplace account.
Creating a Workplace Channel in Creatio
Next, follow these steps to create your Workplace channel in Creatio:
Go to Integrations and click on "Create custom integration." Fill in the name, and you can leave the "Description" field blank.
In Creatio, create a new Workplace channel. The channel name is up to you. To obtain the access token, go back to Workplace and click on "Create access token." Copy the token and paste it into the "Token" field in Creatio. You can set the weight of the channel according to your preference. To obtain the PageID, open the chat window in the lower right corner of the window, find your integration through the search, and go to the page with the relevant chat by clicking on the integration name. The highlighted numerical value in the browser's address bar will be your PageID.
Copy the webhook from the channel creation window in Creatio and paste it into Workplace on the Integrations page in the "Callback URL" field. Check all the boxes as shown in the screenshot. You can save the channel in Creatio once all the fields have been filled and the webhook has been copied.
Also, grant all permissions for the integration, and then click the "Save" button at the bottom of the page.