Set Up Services for Trials and Subscription Orders

A partner or a customer administrator can set up services for trials and subscription orders. We recommend that partners complete these steps before handing over the account to customer administrators.

You can use any supported browser to access Cisco Webex Control Hub.

Partner Administrator Access

  • For Trials—When setting up a new trial using the Start New Trial wizard, after you provide the information to start the trial, continue to the final screen that says "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 creating a Cisco Webex Contact Center Order using the Order Set-Up wizard, after you specify the order information, continue to the final screen that says "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—Once a trial starts or a subscription order is successfully mapped, the customer administrator receives a welcome email on the email address specified in the Start Trial wizard or the Order-Mapping 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 Setup Wizard

When accessing the customer organization on Control Hub for the first time after a trial or a subscription has started, you would see the Set-Up wizard.

1

Review the plan on the Set-Up wizard and click Get Started.

2

On the Contact Center Settings page, select the Country of Operation from the drop-down list.

By default, the Country of Operation is the same as the country selected in the order-mapping wizard.

Based on the Country of Operation selected, the customer’s Webex Contact Center tenant gets created in the appropriate data center. For the list of countries and the corresponding data center mapping, see the article Data Locality in Cisco Webex Contact Center.


 

The Country of Operation, once set, cannot be changed for Webex Contact Center.

If Webex Contact Center PSTN is ordered (applicable only for U.S. and Canada) as part of the subscription, then the telephony option is automatically applied.

If the Country of Operation is U.S., then a Webex Contact Center Platform selection option is provided. For subscription order, select the Default Platform.

The following table summarizes Platform and Telephony options applicable for each Country of Operation:

#

Country of Operation

Platform Options

Webex Contact Center Telephony Option

1

United States of America

Default Platform—Select this option for subscription order.

Webex Contact Center PSTN (if ordered)

Voice POP

New EFT Platform—Select this option only if instructed by the Cisco Solution Assurance contact.

 Webex Contact Center PSTN (if ordered)
Voice POP-Bridge

2

Canada

Default Platform

 Webex Contact Center PSTN (if ordered)
Voice POP

3

Others

Default Platform

 Voice POP
3

In the Enterprise Settings page, enter a Subdomain for your organization. Click Check Availability to confirm whether the subdomain is available.

4

Select Next and then click Finish.

Set Up Cisco Webex Contact Center

1

Click the (Gear) icon on the Cisco Webex Contact Center card.

2

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


 

If Webex Contact Center Chat services are required for the customer, ensure that the customer administrator logs in to this page and clicks Set Up Cisco Webex Contact Center to set up chat services.

What to do next

Now, you can add users from Control Hub using the article Ways to Add Users for Cisco Webex Contact Center.