3.5.1 Ordering Smart Apps
 
When you open the Actions dropdown menu in Operator after ordering and click on Edit in studio, you will be redirected to the DialoX platform and can configure the extension. There you can select your smart apps from the respective categories and configure your bots. For more information, refer to the DialoX documentation under manuals.dialox.ai/store/marketplace.
 
To configure a Smart App, you must first order it in Operator. Ordering a Smart AppSmart App assigns the necessary licenses and activates the configuration options required to connect it with additional services.
To create a Smart App
1 Open the Ordering dropdown menu and click on Extension under Contact.
*The Stocktaking page appears.
Label
Explanation
Customer
Select the customer for whom you want to order the Smart App by entering the name and selecting it from the dropdown list.
If you have already called up a customer, the respective customer will be selected automatically.
Start date
Select the start date from when your order should be effective.
Portfolio
Select the portfolio you want to order.
Product
Select the Smart App you want to order from the dropdown list.
Reference
You can optionally enter your own order reference.
2 Click on Next step.
*The Add-ons page appears.
3 If applicable, enable or disable the add-ons you want to add to the Smart App.
 
Depending on the proposition in the respective country, different add-ons are available.
 
4 Click on Next step.
*The Extension page appears.
Label
Explanation
Extension number
Enter the extension you want to attach to the Smart App. The extension will also be usable in numbering plans and will appear in the Extension tab under Contact for the relevant customer.
Active extension numbers
This overview shows which extensions have already been created within the account.
Name
Enter a name for the Smart App.
5 Click on Next step.
*The Confirm page with an order overview appears.
6 If applicable, deactivate the checkbox End user billing to disable automatic invoicing rules.
 
Please note that by activating this option, you will have to add the order to the customer’s invoice manually.
 
7 Click on Place order to complete the order.
*Your order is placed.
or
8 Click on Save and make another extension.
*Your order is placed and you return directly to the Stocktaking page to create another extension.
Contact Connect for DialoX
If you want to order an Smart App with the Contact Connect feature, additional configuration steps are required after placing the order.
 
The Contact Connect for DialoX add-on is only available from a specific Smart App level, which must be selected under Product during the ordering process. For further information, please contact your sales representative.
 
To configure an Smart App with Contact Connect for DialoX
1 Order an Smart App as described in 3.5.1 Ordering Smart Apps.
2 Make sure you select the correct Smart App Level under Product.
3 Select the add-on Contact Connect for DialoX.
4 Place the order as described.
*The Subscription details page appears.
After placing the order, you must create a web user to enable the connection between the Smart App and Contact Connect. Follow these steps:
5 From the left menu, select Users.
6 Click on CREATE USER.
7 Enter a Displayname for the web user. Use a clear and identifiable name, as this Web User will later be linked to the Smart App.
8 Click on SAVE.
*The Users list appears.
9 In the line of the user you just created, click on Add webuser.
*The Create webuser page appears.
10 Enter an email address that is not used by any other web user.
11 Click on SAVE.
*The web user is saved.
12 Go back to the subscription details page of the order, or click on Contact | Extensions and click on the extension you created before.
13 Under User, click on Edit.
14 Select the web user you created from the drop-down list.
15 Click on SAVE.
*The web user is linked to the Smart App.
 
Open the Actions dropdown menu and click on Edit in studio. You will be redirected to the DialoX platform where you can configure the extension. For more information, refer to the DialoX documentation under manuals.dialox.ai/store/marketplace.
 
 
You can also create the corresponding web user before placing the order. After ordering the Smart App, you can then select it directly from the drop-down list under User on the Subscription details page and skip the additional setup steps later.