Configure the CTI demo

task brazil Updated Sep 10, 2026 1 min read t_PhoneInstallationAndConfiguration.md
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Activate and configure the Notify, CTI Softphone, Customer Service Management, and OpenFrame plugins to use the phone communication channel. These plugins must be activated and configured before the phone communication channel between customer service agents and external customers can be used. You must also set up a Twilio Voice account.

Before you begin

Role required: admin

Procedure

  1. Activate Notify (com.snc.notify).

  2. Set up a Twilio Voice account.

    You can create an account at https://www.twilio.com.

  3. Configure Notify with Twilio.

  4. Activate the CTI Softphone plugin (com.snc.cti).

    If you want to load the demo data for CTI Softphone, you must also activate the Customer Service CTI Demo Data plugin (com.snc.customerservice_cti_demo). This demo data includes sample workflows.

  5. Activate the Case Management Core plugin (com.sn_customerservice).

  6. Activate the Openframe plugin (com.sn_openframe).

    Activating the Customer Service Management plugin automatically activates the Openframe plugin.

  7. Create an OpenFrame configuration or use the default CTI configuration by enabling the Default field.

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