Quick Start Guide

Owned by SUPPORT
Last updated: Sept 03, 2024
1 min read

This guide will assist you in quickly getting started with installing and deploying the CloudCX system to meet your requirements. Progress through each section methodically, and upon completing the guide, you will be prepared to launch the CX system.

Step 1: Before started, you should also have knowledge of the Linux, and prepare TLS certificate. To learn more on prerequisite, see this https://cloudfon.atlassian.net/l/cp/qKRhTGGc

Step 2: Prepare one Linux host machine and install the CloudCX system. To learn more on installation, see this Installing CloudCX on Linux

Step 3: Use the browser to access the web portal. The first time login, you need to fill in some necessary information for system initialization. To learn more on initialization, see this System initialization

Step 4: Configure the Email Server, to send relevant email notifications to administrators. To learn more on configuring steps, see this Configuring SMTP Server

Step 5: Build connector hub to configure the application integration, including social channels, CRM, file server and so on, which will help your users get easier account authorization when operation. To learn more on integration, see this Connector Hub Setting

Step 6: Create tenants for your customers with multi-tenant system that allows you to manage multiple tenants, each of which is isolated in data. To learn more on tenants management, see this Tenant Management

Step 7: Look through the CloudCX Platform , then your users will be ready to start an exciting CX journey~

Contact Us: support@cloudfon.net