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:

1. Go to https://www.workplace.com/ .

2. Enter your business email address in the "Business Email Address" field.

   Open

   

3. Click on "Try Workplace." You will then receive an activation code at the email address you provided.

4. Enter the activation code and click "Continue."

5. On the next page, enter all the necessary information, and click "Create your Workplace."

   Open

   

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:

1. Go to Integrations and click on "Create custom integration." Fill in the name, and you can leave the "Description" field blank.

2. In Creatio, create a new Workplace channel.

3. Now you need to go to the “Beesender chat configuration" in the system designer.

4. In the “Channels” tab click on the “+” button in the “Channels” details.

5. A list of all possible channels will appear. You need to select “Workplace” channel.

6. The add Workplace channel window opens. There are 6 fields that should be filled in (Channel link field is not required):

7. The “Channel name” is up to you.

8. To obtain the access token, go back to Workplace and click on "Create access token."

9. Copy the token and paste it into the "Token" field in Creatio.

10. You can set the weight of the channel according to your preference (Default value is 1).

11. 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.

12. Copy the webhook from the channel creation window in Creatio

13. 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.

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