After creating a trial or subscription order, certain services need to be set up for the customer account on Control Hub.
You can use any supported browser to access Control Hub. |
Partner Administrator Access
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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.
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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:
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Open the Welcome email. |
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Click the Get Started link in the email. |
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Enter the password and click Save & Sign In. |
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Accept the Terms of Service to access your Control Hub account. |
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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. |
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On the Summary page, review the contact center license information and click Setup now. |
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On the Calling Setup page, review the SIP address name of your organization and click Next.
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On the Contact Center Settings page, do the following:
The following table summarizes the platform and telephony options applicable for each country of operation:
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On the Review page, review the details of the subscription and click Submit. To change the service configuration options, click Go back and edit. |
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To download the summary of the order, click Download Order Summary. |
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Click Close.
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What to do next
After the contact center setup is successful for your organization, navigate to Webex Contact Center Platform Details field on Control Hub.
and review the-
If the Webex Contact Center Platform Details field displays
Webex Contact Center
, see the Set Up Voice Channel for Webex Contact Center article and the Cisco Webex Contact Center Voice Onboarding Guide to setup voice options for your Webex Contact Center tenant. -
If the Webex Contact Center Platform Details field displays
1.0
, see the Cisco Webex Contact Center 1.0 Voice Onboarding Guide to setup voice options for your Webex Contact Center tenant.
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On the Control Hub home screen, navigate to . |
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In the Settings tab, click Set Up Cisco Webex Contact Center.
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What to do next
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Add users for Webex Contact Center using the Ways to Add Users for Webex Contact Center article.
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Set up voice options using the Set Up Voice Channel for Webex Contact Center article.
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Set up chat using the Configure a Chat Template for Webex Contact Center article.
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Set up email using the Create a Routing Strategy topic in the Cisco Webex Contact Center Setup and Administration Guide or Cisco Webex Contact Center 1.0 Setup and Administration Guide.
Before you begin
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Ensure that you have an order for Webex Connect or Google Contact Center Artificial Intelligence (CCAI) hybrid service. For information on how to place an order, see Cisco Collaboration Flex 3.0 Contact Center Ordering Guide.
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Create your organization and map the order to the organization. For more information, see Create a Webex Contact Center Order for a Customer.
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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. |
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On Summary, confirm that your Contact Center license information is accurate and click Set up now. |
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On Set up Location, review the SIP address name of your organization and click Next.
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On Contact Center Settings, do the following: |
What to do next
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If you are using Webex Connect service, provision digital channels for Webex Connect. For more information, see Provision Webex Connect digital services for your organization.
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If you are using CCAI hybrid services, configure digital channels for CCAI. For more information, see Configure Contact Center AI.
Before you begin
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Ensure mapping of your order and entitlements are complete. For more information, see Set up your organization for hybrid services.
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Note that at the time of Webex Connect tenant creation, the system removes any special characters and spaces that exist in the tenant name. If the tenant name is more than 20 characters, the system trims the name to the first 20 characters. Consider these aspects while creating a tenant name.
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Ensure that a public key certificate for Agent Desktop token validation is available for upload during provisioning. To generate the public key certificate, see the Generate public key certificate using Cisco IdS section in the Digital Channels Integration Using Webex Connect chapter of the Cisco Unified Contact Center Enterprise Features Guide. This guide is available on the Feature Guides page.
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In Control Hub, navigate to Contact Center > Settings > Digital. |
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In the Digital section, select Provision Digital Channels. The Select Admin window appears. |
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Select an administrator from the list. You can also search for the administrator from the search box. |
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Click Select. The Upload Certificate window appears. |
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In Upload Certificate, navigate to the folder location on your computer where the public key certificate is stored. Select the file and click Upload certificate. You can also drag and drop the file.
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Click Upload certificate. Upon completion, a confirmation message displays. |
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To change the public key certificate after the provisioning is successful, click Upload public key certificate. Upload a new public key certificate. |
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If you are a helpdesk user with Full Administrator privilege, you can edit the Webex Connect credentials after the provisioning is successful. Click Edit Webex Connect credentials to edit and save the credentials. |
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In Provision Digital Channels, click Close after the status of sending the provisioning request is complete on the wizard. |
What to do next
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Register for Cloud Connect. For more information, see Register Cloud Connect.
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For more information on how the customer administrator sets up the digital channels, see the Manage Digital Channels section in the Cisco Unified Contact Center Enterprise Features Guide, available on the Feature Guides page.
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You can access the Webex Connect administration portal for configuring digital channel features by cross launching the link from Control Hub. Navigate to Contact Center > Settings > General. Click the link to the portal in the Advanced Configuration section.