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

  2. Click + and select Skype

  3. 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

  4. Go to your Microsoft Azure account, and select your bot.

  5. Open Settings tab and put Webhook to the Messaging endpoint field

  6. Click Manage next to the Microsoft App ID field

  7. A new window appears, where you probably need to log in again. After entering a password you will see the application managing window. 

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  8. Copy the Application ID and set it to the Appid field in the Creatio

  9. To get AppPassword press "Generate New Password". Cope it and set to the AppPassword field in the Creatio

  10.  Click Add

  11. Next, add bot to the Skype channel in Azure and press "Save". New channel will be created.

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Teams

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To connect Teams, you need to create and configure a Microsoft account.

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

  2. Click + and select Teams

  3. 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

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  4. Go to your Microsoft Azure account, and select your bot.

  5. Open configuration tab and put the Webhook to the Messaging endpoint field

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  6. Copy value from the Microsoft App ID field and put it to the AppId field in the Creatio

  7. To obtain the AppPasword, press the "Manage" button next to the Microsoft App ID.

  8. A window will open in which you may have to log in again. Once you have successfully entered your password, the "Secrets and Certificates" window will open. To retrieve the AppPassword, click on "Create a new client secret". Its value must be saved on your computer so that the bot can be used again.

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  9. Click Add in the Creatio system

  10. The next step is to add the bot to the MS Teams channel on Azure.

    • To do this, go to the "Channels" tab and select Microsoft Teams from the list

    • Accept the user agreement

    • Select the commercial version of Microsoft Teams

    • Click "Apply"

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  11. To open your bot in Teams press the "Open in Teams" button in the "Channels" section

Twitter

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To connect Twitter, you need to create and configure a Twitter account

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