Make sure that the users have been created on CloudConnect before moving forward in the configuration changes on Chakra. Refer to Doc for user creation on chakra with CloudConnect username.
Provider's telephony plugin addition is needed to make any call through some provider on chakra. To add any provider telephony we need to follow the below steps:
Call Log URL
Call Log URL
so that they can fil the Chakra Call Log URL on their endUser Profile to CloudConnect Username Mapping
section, here we need to select the identifier from the profile dropdown attributes.Actions
that needs to be taken if you recieve any inbound call for eg create lead whenever any CloudConnect inbound call is received on Chakra.Derived Payload (Optional)
section . Refer to JSONata Documentation for the formatThere is a need to add some rules and conditions on CloudConnect as well to user CloudConnect telephony on Chakra. We need to create the Queue and campaign.
We can add these by:
Campaign
go to Campaign
--> Call Campaign
and click on Add New