Installing the application: “MasterCRM E-Chat integration for Creatio”

First of all you need to install the widget from the app marketplace

You can download the application from the following link:

You can then proceed to install the application in the Creatio portal.

In the portal, go to Settings > Application Management > Application Hub.

In the form that opens, click “Install”

Select the “Install from File” option

Click “Select”

A window will open where you need to select the file to install.

Wait for the application installation to complete.

Done. The widget has been successfully installed. 

Creating a channel

Go to Settings > Processes > Process library

In the opened section, select the “All” folder and in the list of available processes, click on the process line: “Create New Channel EChat Viber” or “Create New Channel EChat Telegram”

An additional window will open where you need to start the process by clicking on the “RUN” button.

A form for filling out will open, where you need to specify the following data:

1) Name - an arbitrary name that will be used in all interfaces of the system.

2) Number - Your account number, which is added and activated in your personal E-chat cabinet.

3) Token - API key of your account.

(You can find the API key in your personal E-chat cabinet, in the integrations section).

After filling out the form - click the “ADD” button in the upper-left corner.

Done. The integration of your account with Creatio has been successfully completed.

To set up the cloud version - write to Creatio support and give them the following instructions:

Working with messages

The standard interface for working with chats in the Creatio communication panel is used.

To receive a chat, a registered user must be assigned to the chat processing queue and have an “Active” status.

To accept a chat from a user, click the “Accept Chat” button.

Communication is conducted through the “Chats” tab in the Communication panel.