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 
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.
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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 on the Channels details, and select the channel you wish to add.
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Instagram
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 (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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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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I
Line
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Line
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To add the Line channel, you need to have a Line account. |
Learn how to register an account here: https://beesender.atlassian.net/wiki/spaces/UM/pages/3016556551/Line#1.-Register-a-Line-account
Also, you need to create a developer channel in Line https://beesender.atlassian.net/wiki/spaces/UM/pages/3016556551/Line#2.-Create-a-developer-channel-in-Line
After creating the developer channel in Line, go to the system Creatio to add Line channel.
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 weight 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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You can then scan the QR code in the "Messaging Api" tab via your mobile app "Line" and write in a chat. The message should then be sent to the system.
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This tab also shows the token. Go to the bottom of the page and under the heading "Channel access token" get the token, which is inserted in the channel settings in the system.
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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