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About

Introducing 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 (blue star) Viber, (blue star) Instagram Direct, (blue star) Line, (blue star) Skype, (blue star) Teams, (blue star) Twitter, and (blue star) 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.

Table of Contents

Install the Beesender Omnichannel application

Install from the file

  1. Go to Application Hub

  2. Select New application

  3. Select Install from file

  4. Select BeesenderOmnichannel package

  5. Click Install

Tip

Done. After successful installation, proceed to the next step.

Install from Marketplace

  1. Go to Application Hub

  2. Click New application

  3. Select Marketplace powered

  4. Select the application Beesender Omnichannel

  5. Click Install

Tip

Done. After successful installation, proceed to the next step.

BeesenderOmnichannel settings

If you already have an OmniToken

  1. Go to the section Chat

  2. Click Action

  3. Select Synchronize

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Tip

After successful synchronization, you can proceed to adding channels

If you don't have an OmniToken

  1. Go to the section Chat

  2. Click Action

  3. Select Synchronize

  4. Fill in the next fields:

    • Account name

    • Phone number

    • Email

  5. Click Send

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Tip

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 on the Channels details, and select the channel you wish to add.

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(blue star) Instagram

  1. Create Instagram Business Account https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Preparing-an-Instagram-account.

  2. Connect to Facebook https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Connecting-Instagram-account-to-Facebook

  3. Go to the Creatio

  4. Go to the System designer > Chat settings > Channels

  5. Click + and select Instagram

  6. Continue with Facebook (Facebook Account)

  7. Click Next

  8. Select a Page from the list

  9. Click Attach page

  10. 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

  11. Click Add

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Website

  1. Go to the System designer > Chat configuration > Channels

  2. Click + and select Website

  3. 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

  4. Copy the Script and use it on your Website

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Note

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:

window.beesenderchatconfig.sendInitialMessageOnWidgetButtonClick = false;

Viber

  1. Go to https://partners.viber.com/

  2. Select the existing Bot or Create New (follow the link https://beesender.atlassian.net/wiki/spaces/UM/pages/884703295/Viber#Create-Bot-Account )

  3. Copy Token

  4. Go to the Creatio

  5. Go to the System designer > Chat settings > Channels

  6. Click + and select Viber

  7. 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

  8. Click Add

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Instagram

  1. Create Instagram Business Account https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Preparing-an-Instagram-account.

  2. Connect to Facebook https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Connecting-Instagram-account-to-Facebook

  3. Go to the Creatio

  4. Go to the System designer > Chat settings > Channels

  5. Click + and select Instagram

  6. Continue with Facebook (Facebook Account)

  7. Click Next

  8. Select a Page from the list

  9. Click Attach page

  10. 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

  11. Click Add

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I

Line

Skype

Teams

Twitter

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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