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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 
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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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
Click Continue with Facebook
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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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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| Note |
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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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Go to the System designer > Chat settings > Channels
Click + and select Line
A new window will then appear, in which the URL address is already generated, which will be needed for further configuration. The channel can already be named arbitrarily here and the chat queue can be specified. The last step is to add a token. Copy the address from the WebHook column.
Go back to the Line developer console and in the channel settings go to the "Messaging Api" tab where you find the "Webhook settings" heading and click on the "Edit" button. This will bring up an input box where you need to paste the previously copied URL address and click on the Update button.
Then move the "Use webhook" slider to the right and you can verify the validity of the entered URL by pressing the "Verify" button. If the query to the specified URL is successful, "Success" appears on the screen.
You can then click on "Edit" and set up the chat.
Note: The setup example below is not absolutely correct, due to the fact that at the moment messages only go one way (from Line to system). Therefore, the chat configuration and this entire article may change in the future.
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Go to the System designer > Chat settings > Channels
Click + and select Skype
Fill in the next fields:
Channel name – Value at your discretion
Appid – Value from the Microsoft Azure account (next step)
AppPassword – Value from the Microsoft Azure account (next step)
Chat queue – Select chat queue from the list
Webhook – Copy this value
Active – Set the checkbox if you are ready to use the channel
Go to your Microsoft Azure account, and select your bot.
Open Settings tab and put Webhook to the Messaging endpoint field
Click Manage next to the Microsoft App ID field
A new window appears, where you probably need to log in again. After entering a password you will see the application managing window.
Copy the Application ID and set it to the Appid field in the Creatio
To get AppPassword press "Generate New Password". Cope it and set to the AppPassword field in the Creatio
Click Add
Next, add bot to the Skype channel in Azure and press "Save". New channel will be created.
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Go to the System designer > Chat settings > Channels
Click + and select Teams
| Info |
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To connect Twitter, you need to create and configure a Twitter account |
Learn how to register an account here: Twitter
And how to configure Twitter API: Twitter
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: http://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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| 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:
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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.
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