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Install the Beesender Omnichannel application

Install from the file

  1. Go to Application Hub

  2. Select New application

  3. Select Install from file

  4. Select BeesenderOmnichannel package

  5. Click Install

Done. After successful installation, proceed to the next step.

Install from Marketplace

  1. Go to Application Hub

  2. Click New application

  3. Select Marketplace powered

  4. Select the application Beesender Omnichannel

  5. Click Install

Done. After successful installation, proceed to the next step.

BeesenderOmnichannel settings

If you already have an OmniToken

  1. Go to the section Chat

  2. Click Action

  3. Select Synchronize

After successful synchronization, you can proceed to adding channels

If you don't have an OmniToken

  1. Go to the section Chat

  2. Click Action

  3. Select Synchronize

  4. Fill in the next fields:

    • Account name

    • Phone number

    • Email

  5. Click Send

6. Click Next

7. Specify the Login and Password of a user with system administrator role in the appropriate fields

8. Click Save

After successful synchronization, you can proceed to adding channels

Add channels

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: 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

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:

window.beesenderchatconfig.sendInitialMessageOnWidgetButtonClick = false;

Viber

  1. Go to https://partners.viber.com/

  2. Select the existing Bot or Create New (follow the link https://beesender.atlassian.net/wiki/spaces/UM/pages/884703295/Viber#Create-Bot-Account )

  3. Copy Token

  4. Go to the Creatio

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

  6. Click + and select Viber

  7. 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

  8. Click Add

Instagram

  1. Create Instagram Business Account https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Preparing-an-Instagram-account.

  2. Connect to Facebook https://beesender.atlassian.net/wiki/spaces/UM/pages/3154968590/Instagram+Direct#Connecting-Instagram-account-to-Facebook

  3. Go to the Creatio

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

  5. Click + and select Instagram

  6. Continue with Facebook (Facebook Account)

  7. Click Next

  8. Select a Page from the list

  9. Click Attach page

  10. 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

  11. Click Add

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