I've recently created a WhatsApp sandbox environment and followed the documentation and TechHour tutorial keenly. However, when I test the sandbox integration nothing occurs. I am sure that I have set up the channel, queue, and actions correctly and routed my sandbox settings properly as well. I decided...MoreLess

I’ve created a custom role named "ABC" and assigned it to a user. When I log in using that user’s credentials and register a case, I’m unable to view any outgoing emails (sent automatically by the system to the contact) under the Conversation tab in the Case record.

This issue seems to be specific to...MoreLess

We've been live on Creatio for about 4 months now and one struggle our team is having, is keeping up with returned communication within cases. 

For example: 

Consultant emails Customer from Case, and changes Case stage to waiting on customer. 

Customer responds to email and case is updated...MoreLess

Hi,
I have a template ready for sending emails in Creatio. The email contains values taken from previously filled fields. Now, I would like to know the steps to send this email automatically when clicking the "Send Email" button.

Can someone guide me on how to configure the process to ensure the pre-filled...MoreLess