About
Introducing Beesender Omnichannel for Creatio, a powerful solution designed to elevate the chat functionality of Creatio to new heights. With Beesender Omnichannel, businesses can seamlessly add chats from Viber, Instagram Direct, Line, Skype, Teams, Twitter, and corporate websites to their standard chat functionality, making communication with customers easier and more efficient than ever before.
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Please note that Omnichannel is not compatible with any other Beesender products. Choose Beesender Omnichannel for Creatio and take your communication game to the next level.
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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
To add any new channels, the process is the same for all of them. Start by opening System Designer, then navigate to the Chat settings section. From there, click on the + button lon the Channels details, and select the channel you wish to add.
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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:
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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:
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