Set up services for trials and subscription orders

A partner or a customer administrator can set up services for trials and subscription orders. Services setup wizard experience is the same for the trial and subscription provisioning flows. We recommend that partners complete these steps before handing over the account to customer administrators.

You can use any supported browser to access Control Hub.

Partner Administrator Access

  • For Trials: When you set up a new trial using the Start New Trial wizard, after you provide the information to start the trial, the final screen displays "Your trial is ready. Do you want to set up the services for the customer?".

    Click Yes to continue to set up services for the customer.

  • For Subscription Orders: When you create a Webex Contact Center Order using the Order Set-Up wizard, after you specify the order information, the final screen displays "Thank you. The order has been mapped correctly".

    Click Next to continue to set up services for the customer.

Customer Administrator Access

For Trials and Subscription Orders: When the trial starts or the subscription order is successfully mapped, the customer administrator receives a Welcome email on the email address that is specified in the Start Trial wizard or Order Set-Up wizard.

Do the following to access the customer administrator account on Control Hub:

1

Open the Welcome email.

2

Click the Get Started link in the email.

3

Enter the password and click Save & Sign In.

4

Accept the Terms of Service to access your Control Hub account.

Services set up wizard

1

After a contact center trial or subscription starts, access the Services setup wizard to configure the contact center tenant using the Control Hub URL https://admin.webex.com/.

The wizard appears each time a partner or customer administrator accesses the Control Hub, until the setup is completed successfully.

2

On the Summary page, review the contact center license information and click Set up now.

3

On the Calling Set up page, review the SIP address name of your organization and click Next.

4

On the Contact Center set up page, do the following:

  1. Choose the country of operation from the Country or region drop-down list.

    You can't change the country of operation for Webex Contact Center after you click confirm. By default, the country of operation is same as the country that is chosen in the Order Mapping wizard.

    Webex Contact Center creates the tenant in the appropriate data center based on the country of operation. For the list of countries and the corresponding data center mapping, see the article Data Locality in Webex Contact Center.

    If an incompatible location message appears after you click Save, contact Cisco Solution Assurance for support.

  2. In the Time zone drop-down list, choose a time zone.

    By default, Webex Contact Center selects a timezone based on the region that your contact center operates from.

  3. The Webex Contact Center Telephony section shows your connection with Contact Center using Common Edge services, which is a shared edge infrastructure between Webex calling and Webex Contact Center. Click Next to proceed.

5

On the Review page, review the details of the subscription and click Submit. To change the service configuration options, click Back.

6

Click Download Order Summary to download the summary of the order and click Close.

After the Services Set up wizard completes, the Contact Center service is available in the customer organization.

Set up Webex Contact Center

1

On the Control Hub home screen, navigate to Contact Center > Settings.

2

In the Settings tab, click Set up Cisco Webex Contact Center.

What to do next

Your tenant configuration is complete. Now, you can set up the following features for this tenant:

Set up your organization for hybrid services

Before you begin

1

Access the Services Setup wizard to configure the Contact Center tenant using the Control Hub URL https://admin.webex.com/. The wizard appears each time a partner or customer administrator accesses Control Hub, until the setup completes successfully.

2

On Summary, confirm that your Contact Center license information is accurate and click Set up now.

3

On Set up Location, review the SIP address name of your organization and click Next.

4

On Contact Center Set up, do the following:

  1. Choose the country of operation from the Country or region drop-down list.

You can't change the country of operation for the Webex Contact Center after confirmation. By default, the country of operation is the same as the country selected in the Order Mapping wizard. Webex Contact Center creates the tenant in the appropriate data center based on the country of operation.

For the list of countries and the corresponding data center mapping, see Data Locality in Webex Contact Center. This list applies for On Premises and Webex Contact Center Enterprise also. For premise-based deployments, select a country of operation which provides services closest to your deployment.

  1. Review the information in Here’s what you’ll set up. The provisioned service is displayed in the Contact Center setup section.

  2. On Review, review the details of the subscription and click Submit. To change the service configuration options, click Back.

  3. Click the Download Order Summary (PDF) to download the order summary and click Close.

What to do next