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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

     

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

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

   

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.

   

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

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And how to configure Twitter API: Twitter

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

2. Click + and select Twitter

3. Fill in the next fields:

   • Channel name – Value at your discretion

   • AccessSecret – Value from step 12

   • AccessToken – Value from step 11

   • ConsumerKey – Value from step 7

   • ConsumerSecret – Value from step 8

   • EnvironmenName – Value from step 16

   • Active – Set the checkbox if you are ready to use the channel

   • Chat queue – Select chat queue from the list

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4. Go to https://developer.twitter.com/ and open your project at the Project & Apps tab

5. Open Keys and tokens tab

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6. Next to the API Key and Secret block click Regenerate

7. Copy the value from the API Key field and put it into the ConsumerKey field in the Creatio

8. Copy the value from the API Key Secret field and put it into the ConsumerSecret field in the Creatio

9. Click Yes, I saved them

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10. Next to the Access Token and Secret block click Regenerate

11. Copy the value from the Access Token field and put it into the Access Token field in the Creatio

12. Copy the value from the Access Token Secret field and put it into the AccessSecret field in the Creatio

13. Click Yes, I saved them

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14. Open the Products tab

15. Copy the value from the Dev environment label field at the Account Activity API block

16. Put this value to the EnvironmenName field in the Creatio

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17. Click Add

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: 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

4. Copy the Script and use it on your Website

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Next, follow these steps to create your Workplace channel in Creatio:

1. Go to Integrations and click on "Create custom integration." the System designer > Chat settings > Channels

2. Click + and select Twitter

3. Fill in the name, and you can leave the "Description" field blank.In Creatio, create a new Workplace channel. The channel name is up to you. next fields:

   • Channel name – Value at your discretion

   • Token – Value from step

   • WebHook –

   • Pae ID – Value from step 7

   • Active – Set the checkbox if you are ready to use the channel

   • Chat queue – Select chat queue from the list

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4. To obtain the access token, go back to Workplace and click on "Create access token." Copy the token and paste it into the "Token" field in Creatio. You can set the weight of the channel according to your preference.

5. To obtain the PageID, open the chat window in the lower right corner of the window, find your integration through the search, and go to the page with the relevant chat by clicking on the integration name. The highlighted numerical value in the browser's address bar will be your PageID.

6. Copy the webhook from the channel creation window in Creatio and paste it into Workplace on the Integrations page in the "Callback URL" field. Check all the boxes as shown in the screenshot. You can save the channel in Creatio once all the fields have been filled and the webhook has been copied.

7. Also, grant all permissions for the integration, and then click the "Save" button at the bottom of the page.

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