New Channels for Creatio Chats by Beesender
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, SMS 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
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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-for-Creatio
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
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Go to the section Chat settings
Click Action
Select Synchronizea channel
Fill in the next fields:
Account name
Phone number
Email
Click Send
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Click Next
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7. Specify the Login and Password of a user with system administrator role in the appropriate fields
8. Click Save
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Click Generate an API Key
Click Ok
Click Save
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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
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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Line
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To add the Line channel, you need to have a Line account. |
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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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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 |
Learn how to register an account here: Twitter
And how to configure Twitter API: Twitter
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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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)
Follow the simple steps and you'll be up and running in no time:
Go to the System Designer and open the Chat settings section.
On the Channels detail, click + and select SMS.
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Enter a name for the channel (e.g., SMS) in the Channel name field.
Go to your Twilio account and log in.
Click on My first Twilio account. On the Account Info tab you'll see two fields:
Account SID
Auth Token
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Copy the Account SID value from this page and paste it into the Twilio AccountSid field in Creatio.
Copy the Auth Token value from the Twilio page and paste it into the Twilio AuthToken field in Creatio.
Click View all numbers
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Select the paid number you wish to connect that supports SMS.
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Click on the selected number.
Copy the Webhook from the channel addition window in Creatio
Paste the copied Webhook into the A Message Comes In field in the 'Messaging Configuration' window.
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Click Save Configuration.
Copy the phone number.
Navigate back to the Creatio channel addition window and paste the phone number into the field labeled Phone Number.
Enter the chat weight.
Click Add.
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That's it! You have successfully added the SMS channel to Creatio using an Upgraded Twilio account. |
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:
Go to Integrations and click on "Create custom integration." the System designer > Chat settings > Channels
Click + and select Twitter
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
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.
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.
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
Save the channel in Creatio once all the fields have been filled and the webhook has been copied.
Also, grant all permissions for the integration, and then click the "Save" button at the bottom of the page.
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