Requirements for installation:

Caller recognition requires access to your Carerix data through the Carerix REST API. To enable this access, the Recognition Update Service must be authorized using your System Name, Client ID, and Client Secret.

Your System Name is typically the first part of your Carerix URL. For example: https://company.carerix.net, and in this example, the System Name is: company.

Installation steps 

Create a ticket to CSM for activating CloudCTI

• Provide us with the Telavox customerID 
• Provide us which users needs to have this integration

.

Create an API Client in Carerix:

1. Log in to your Carerix environment and open the Maintenance tab.
2. Select Identity Access and open the Clients tab.
3. Click New.
4. Select the Confidential client type.
   

   

5. Enter a descriptive name, for example: CloudCTI
6. Enter a unique code for the client.
7. In Default Scopes, add at least the following permissions:
   contacts
   cremployee
   crcompany
   notes
8. Save the new client.

Retrieve the Client Credentials
After saving the client, Carerix will display:
• Client ID
• Client Secret
Store these credentials securely, as the Client Secret may not be displayed again after this step.

Configuration steps

1. Start by clicking “Add application” in the Recognition Configuration Tool. From the list of applications, choose Carerix, as shown below.
   

   

2. Choose The GraphQL connector.
   

   

3. Authorize access to the API.
   

   

4. Choose which fields to display in the call notification on an incoming call.
   

   

5. The "Show Contact" script is preconfigured. You can add extra scripts or replace the "Show Contact" script.
   

   

6. Finish the configuration.