This internship is for 2-3 days so that everyone can understand the basics of OneBox, how to set it up and how different parts interact with each other. Just step through the internship steps and you'll end up with the basics of OneBox, why OneBox is a business software builder and what its real strengths are.
You can find more detailed tutorials on our official website YouTube channel
Connect statuses using arrows. To do this, press LMB on “+” status from which you want to draw the arrow and drag it to the status with which you want to connect As a result you get something like this https://i.imgur.com/IFGvuuW.png. And press “Save”, so everything no changes were lost https://i.imgur.com/UwA6NUh.png.
Our business process is ready, now we can start it.
Once employees are created, processes (orders, tasks, etc.) can be assigned to them.д.). You you can assign new processes to employees, and assign them to be responsible for already existing processes.
To make an employee accountable in an existing process, you need to:
Customize the order (process) interface for yourself
When the business process is just created, the interface of the process itself looks something like this https://i.imgur.com/YlMzhTE.png . But everyone's interface business process, even every stage business process can be customized separately. In order to change the interface of the business process, you need to do the following:
You can save the interface settings specifically for this status, or if necessary for all statuses of this business process https://i.imgur.com/MGAKH3i.png . Customize it unique interface for each stage of the business process.
When you open the order list, they are displayed as a table with a list of columns and values https://i.imgur.com/9yqSAAQ.png . List of columns and theirs You can customize the order for yourself, for this:
While in the list of orders, you can filter them https: // i.imgur.com/mEXi3bM.png https://i.imgur.com/TumpFe2.png, to display only the necessary ones among the entire list of orders. Given The filtering panel is customizable and follow these steps to customize it:
Open the section “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
Please select a subsection “Filters” → “Business Process Filters Interface” https://i.imgur.com/zNBajCV.png .
You will see a list with filters that are currently displayed in the order list https://i.imgur.com/WUpIFD7.png . Remove unnecessary filters https: // i.imgur.com/0kUVM7o.png;
Add new filters https: // i.imgur.com/oYE05vh.png;
Save settings https: // i.imgur.com/T6jj1wz.png;
As a result, the filter panel will be configured and only the selected filters will be displayed.
Switch the order list to different display options
When you open the orders section, by default they are displayed as a list / table https://i.imgur.com/6n5aQmN.png. That is, a set columns and rows with information for each order. But You can change the way orders are displayed, for that:
Set up automation when navigating business process steps
As a rule, automation is installed at the stages of the business process. This automation added as actions, where each action has its own functionality. To add steps to step, you need to do the following:
Important: the library of actions inside OneBox is huge, and anyone can add their own Actions. To do this you need to contact a Sales Partner, Integrator Partner or become yourself Certified Integrator.
Integration with other services
Connect your mail (email)
By enabling Email integration, you have the opportunity to communicate with clients through exchange letters. To enable email integration, you need to do the following:
Please complete the following mail settings https://i.imgur.com/gpg6k4N.png. IMAP and SMTP settings may differ depending on the mail server. So every mail server has your IMAP Host, IMAP Port, SMTP Host, SMTP Port.
Check the box “Active”.
If you want to customize the integration with gmail, the settings are as follows:
After the integration with email is connected, letters received by mail will be imported into OneBox, to section “My events” https://i.imgur.com/pqRxEy4.png https://i.imgur.com/i8iBegQ.png. If The letter came from a contact that is not in your database, a new contact card will be created. You can see the correspondence with the contact, you need to do this:
Binotel provide a list of internal telephony numbers (901, 902, etc.д.). Number data Please write as in the contact card of the employees who will use these internal ones with numbers and type binotel https://i.imgur.com/TGQgYB5.png;
Email technical support email@example.com next letter (replacing the highlighted ones data in brackets to your own:
Hello dear Binotel support.ua! We ask you to integrate your CRM system with yours open telephony service for the site <OneBox domain name> (IP = ) PUSH API must also be enabled">API by addresses <site domain name>/binotel/push/ и <site domain name>/binotel/push-caller/ и <site domain name>/binotel/push/complete/ (to receive a call record)
You have done this more than once, and there shouldn't be any problems;
Install a softphone on your computer, for example Zoiper, where you connect own extension number. That is, if you have number 901 registered in OneBox, then it should be in the program too be connected number 901.
This completes the binotel telephony integration, you can now make calls. For this:
By enabling the integration with the SMS service, you will be able to send SMS messages, for example, to notify your customers about promotions, orders, special offers and more friend. To enable the integration with the SMS service (for example, TurboSMS service) do next steps:
Fill in your contact information and click the button “Save” https://i.imgur.com/gYtnakP.png . Then the contact will be created. IMPORTANT! By default phone or email required by filling.
By going to the general contact list https://i.imgur.com/MmERYgl.png , you can filter yours contacts by certain fields to display only necessary ones among all contacts. For this, you need to filter contacts:
When you create the first contacts in the system, the contact card interface looks like this https://i.imgur.com/n6wr4Xs.png. But card interface the contact can be customized and the interface for each contact group can be different.
In order to change the interface for a specific contact group, you need to do the following Actions:
OneBox allows you to create your own interface fields. For example, if the standard fields are not enough for you, you can create your own and add it to the contact card interface. To create an additional field for a contact, you need:
For email newsletters to work, you must have mail integration configured and preferably integrated service for sending letters, for example SendPulse. Letters will be sent to those contacts who are in the card has an email address and a checkbox is installed “Subscribed to mailing list” https://i.imgur.com/7ABsI4E.png . To send email to a contact group, you need:
For SMS messaging to work, you must have an integration with the SMS messaging service configured, eg TurboSMS. SMS will be sent to those contacts who have a phone number on their card, and checkbox is also installed “Subscribed to mailing list” https://i.imgur.com/7ABsI4E.png . To send SMS to a group of contacts, you need to:
Automation (automatic actions) are triggers and actions that are triggered in OneBox when moving through the stages of processes, when editing any object: order, task, contact, document, payment, etc..д.
Configure background automation
In addition to the automation actions that are performed at the stages of the business process, there is also a background one Automation. These are automatic actions that fire at specified times and these actions are performed regardless of your business processes. To configure these actions you need to:
This section has 3 subsections. Each of them is responsible for which actions The frequency of triggering is configurable. eg select “Automatic actions once every hour” https://i.imgur.com/2K73mqZ.png;
As a result of configuring this action, the system will be sent once per hour (since this is subsection “Automatic actions every hour”) add all clients who have between 3 and 10 business processes for all time in the group “Loyal customers”.
Set up automation for contacts
OneBox allows you to automate some of the actions that need to be performed when creating a contact, or when editing it. Follow these steps to configure this automation:
Several actions may be added at one stage, or there may be no actions at all.
Check out the support forum
If during the OneBox setup process you have any questions or are not clear - please post your question on the support forum. Anyone can ask a question, get an answer or answer a question on their own. OneBox sponsors forum replies. If you answer someone's question on the forum and your answer turns out to be correct, you will earn money.
OneBox has many partners. These are the individual companies that work with OneBox, help implement it, customize it, provide customer support, and build the infrastructure together.
Meet the OneBox Integrators (OneBox Certified Integrator)
Integrators are companies that are good at customizing OneBox, modifying it, and knowing all the subtleties. If you want to customize something using the integrators, you can contact them and ask question of interest, for this:
How to become a partner (integrator or sales partner) yourself?
If you want to become a OneBox partner, please email your request firstname.lastname@example.org. In your letter, please describe who you want to become a OneBox partner and Leave your contact details. The responsible manager will contact you and advise on this question.