Sales Creatio, enterprise edition
PDF
This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to integrate with Oktell

In bpm’online, the Oktell integration functionality has a separate license. You need to form the license request, send it to our service team, upload the received licenses file into the system and finally, distribute the licenses between the users.

Note

See more details about licensing in the “Software licensing” and “License distribution” articles.

The integration can be performed if all prior Oktell configurations are performed by the telephony administrator.

Selecting message exchange library

Message exchange library selection is performed once by the system administrator.

1.Open the system designer by clicking btn_system_designer.png in the top right corner of the application window.

2.Click the [System settings] link in the [System setup] block (Fig. 1).

Fig. 1 Opening the [System settings] section

scr_chapter_telephony_setup_link_system_settings.png 

3.Select the [Default messages exchange library] system setting in the list and click the [Open] button.

4.On the system setting page, populate the [Value by default] field by selecting the "Phone integration library based on Oktell protocol".

5.Click the [Save] button.

Setting Oktell parameters

These settings should be applied with each bpm’online user who received Oktell integration license. Use the user login credentials to access the system.

1.Open the user profile page by clicking the [Profile] image button on the main page of the application.

2.Click the [Call Center parameters setup] button.

3.On the opened page, populate the required values:

a.[Disable Contact Centre integration] – this checkbox allows you to disable bpm’online phone integration. The call button will not be displayed on the communication panel of the application.

b.[Oktell server address] – Oktell website address, for example, “ws://oktell:4026”.

c.[Username], [Password] – authentication user data.

d.[Enable debugging] – this checkbox allows you to display troubleshooting information within the browser console. This troubleshooting information can be used when the phone integration runs into problems and the customer addresses the service team.

e.[Enable picking up phone from application] – this checkbox allows you to use the answer button from the application upon receiving an incoming call. If the checkbox is not selected, the answer to the call will be performed using the telephone receiver.

Note

The [Enable picking up phone from application] checkbox will run if the telephone set supports the auto-answer function while receiving SIP Header Auto Answer. For example, most Cisco phones support this function by default. The Grandstearm phones require additional telephone configuration options.

4.Click the [Save] button on the page.

5.Refresh the browser page to apply the changes.

See also

Software licensing

License distribution

Oktell phone integration (development guide)

Did you find this information useful?

How can we improve it?