We embed a custom Angular Web-phone inside the standard Communication Panel. The panel must be expanded right after user login and on every page reload, otherwise the phone widget cannot initialise incoming/outgoing calls.
Is there an out-of-the-box way to auto-expand the Communication Panel right after user authorization (and after every reload)?
Is there any supported API to programmatically open the panel from a custom Angular component located on the same page? (when the component receives a call we have to reopen the communication panel)
Any best-practice, hints or code snippets would be highly appreciated. Thanks!
Hi Ryan, Thanks a lot. Now I can open the sidebar page when I get a call from the component. But one more question remains: how can I make the sibebar page opened after reloading page and after login in system? I didn`t find the answer in Creatio academy
To do something like that you might need to either override the MainShell or MainHeaderSchema so that on initialize you send the request to open it (might need to use a setTimeout to delay and make sure the UI is all loaded)
Please be informed that there is no such functionality in our system at the moment, but we have registered this idea for our R&D team so they could review the possibility of developing it in future releases.
Could you help me WHERE in the code that Creatio receives the ERROR CODE from Cisco? We have checked "finesse-cti-provider.js" file in Creatio configuration and also the "finesse cti provider schema" but cannot see anything
We advise examining the "FinesseCtiProviderV2" schema, particularly the "eventHandler" method. This is where the handling of events, including error codes from Cisco, is implemented.
Additionally, please note that for cloud sites, telephony logs are stored on our servers. You can request the logs via our support.
Thank you for your response, but the concept here that we would like to GET these ERROR CODE DATA from "eventHandler" method in real time or near realtime to showing up in the Creatio CRM UI/UX, any chance that we can do that? If yes, really need your guide to achieve that concept
When a telephony connector is integrated (say., Asterisk) with the CRM system, the system will display the customer name when there is an incoming call placed by that customer. This is an OOTB functionality.
Required Clarification
How does the system fetch the name of the customer during an incoming call and where is the in-house logic for this feature available in Creatio.
How to open the record page (Account/Contact) of that customer when an incoming call is received from that existing customer.
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
I couldn't find the process "Incoming call recording process" in the system. Is it possible for you to export the BP and share it? It would be great If you could share the BP that you have added as an attachment (Open Page after an incoming call).
We are trying to implement the MiContact Center connector for Creatio but are having some issues.
We can make outgoing calls (using the phone icon) but the system is not recognising incoming calls.
Can someone advise as to what we should see in the UI when making and receiving calls, and also what I need to do within the app to make this function fully?
I’m so excited that the number of connectors is constantly growing on our Marketplace. Can you imagine that we can already offer connectors to 21 telephony systems? ?
I would like you to know that it’s not the limit. With the help of the VELVETEL connector for Creatio,you can connect your client with any telephony provider, as they offer a SIP-Trunk connection with any selected VoIP service provider.
We're looking to integrate a Creatio instance with the Mitel telephony system and we installed the MiContact Center connector for the instance. Is the connector a standalone solution to integrate with the phone system or do we still need to have the BPM Messaging Service running in order to establish the connection between Creatio and the phone system?
TCP port 274 - required for connecting workstations to the server
TCP port 275 - required to connect the Server Management utility to the Infinity Guardian service
TCP ports 20, 21 - necessary for the operation of the integrated FTP server
TCP port 277 - used to send faxes
TCP port 3050 is used to connect to the Firebird database.
Infinity also requires ports that are used by IP nodes. This includes the main port, which uses the IP node and the range of ports that are used dynamically during the process of establishing VoIP connections and for transmitting voice messages.
Basic ports for SIP telephony are 5060 and 5061.
Infinity X Ports:
All ports can be configured in the settings. Below are the default ports:
10000 - to connect the server to the DBMS
10010 - to connect the client to the server
10019, 10020 - for connecting to Infinity 4
10040 - for connecting a browser to Infinity Guardian, as well as for automatically updating clients
10101, 10102 - for client access to the media storage
10103 port for playing recorded calls
The VoIP telephony can be configured in the settings.
Can bpm'online integrate with multiple call-center at the same time? Is there any conflict or difficulty that we need to aware? Our customer here outsourced the call-center, therefore they have an Avaya call-center and another one which I'm asking their IT. So far I need the answer for all of these scenarios: multi Avaya, Avaya + Asterisk (or else).
Answer
Yes, it is possible to integrate with two and more call centers in the application. To achieve a target you need to find a system setting called "Default messages exchange library" and setup its value as needed and use "Save value for current system user" boolean field http://prntscr.com/lq1lnp. As a result the system user will be automatically using the needed library. Also this user should have licenses needed for this type of telephony (Avaya, Asterisk, Webitel, etc). Also it is very important to know that if you need Terrasoft Messaging Service for both ATS - you need to create two copies of the connector (for example on two different PCs) and use different ports to connect with bpm'online (so to avoid collision).