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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, SMS and corporate websites to their standard chat functionality, making communication with customers easier and more efficient than ever before.
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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
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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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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Line
| Info |
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To add the Line channel, you need to have a Line account. |
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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
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To connect Skype, you need to create and configure a Microsoft account. |
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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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Teams
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To connect Teams, you need to create and configure a Microsoft account. |
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Go to the System designer > Chat settings > Channels
Click + and select Teams
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 configuration tab and put the Webhook to the Messaging endpoint field
Copy value from the Microsoft App ID field and put it to the AppId field in the Creatio
To obtain the AppPasword, press the "Manage" button next to the Microsoft App ID.
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.
Click Add in the Creatio system
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"
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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Go to the System designer > Chat settings > Channels
Click + and select Twitter
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
Go to https://developer.twitter.com/ and open your project at the Project & Apps tab
Open Keys and tokens tab
Next to the API Key and Secret block click Regenerate
Copy the value from the API Key field and put it into the ConsumerKey field in the Creatio
Copy the value from the API Key Secret field and put it into the ConsumerSecret field in the Creatio
Click Yes, I saved them
Next to the Access Token and Secret block click Regenerate
Copy the value from the Access Token field and put it into the Access Token field in the Creatio
Copy the value from the Access Token Secret field and put it into the AccessSecret field in the Creatio
Click Yes, I saved them
Open the Products tab
Copy the value from the Dev environment label field at the Account Activity API block
Put this value to the EnvironmenName field in the Creatio
Click Add
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 |
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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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SMS ( Twilio)
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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