Adding a service with the Add Service wizard

The Add Service wizard guides you through adding a service for a customer (or, for Operator Connect and LiveOps 360 Management, for a Service Provider). The wizard header shows the current step, the next step and a progress bar.

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To add a service:

1.

Open the wizard in one of the following ways:

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On the Live Platform Services page, click Add service on the service card.

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On the Services Overview page or on a service type page, click Add Service.

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On the Customers page, select a customer and then from the Actions menu, select Add Service.

The Add new service wizard is displayed.

1.

In the Select Service step, click Choose service on the service that you wish to add. (When you open the wizard from a service card or from a service type page, the service is already selected.)

2.

In the Select Customer step, click Choose customer on the customer for which you wish to add the service. Only customers for which the service is enabled are listed; when there are more than five customers, use the search field to find the customer by customer, Service Provider or Channel name. For Operator Connect and LiveOps 360 Management, the Select Service Provider step is displayed instead; click Choose service provider.

3.

If commercial tracking is enabled for the Service Provider, the Commercial Information step is displayed. Fill in the Channel PO Number, Terms, Payment Terms, Deployment Type, POC Expiry Date and DPA Number, read the Terms & Conditions and then click Approve Terms.

4.

Complete the service configuration according to the service type:

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UCaaS services for customers with telephony services (Zoom, Webex LGW, Webex Cloud Connect, Live CX and Live UC): The wizard creates the customer's Routing, Number Inventory and PSTN services (Initializing Telephony Services step) and then displays the service configuration, Number Management and Routing Management steps inside the wizard. The Routing Management step is displayed only when Advanced Routing Allowed is enabled for the customer. Click Next after each step. See Telephony services.

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Hybrid Services: In the Services configuration step, enter the service Name, Description and License Type.

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All other services (for example, Direct Routing, Operator Connect, Meeting Insights, Interaction Insights, Device Manager and VOCA CIC): In the Services configuration step, the service configuration page opens in a new browser tab. Complete the service configuration in the new tab and then return to the wizard.

5.

Click Finish.

For details on configuring each service, see the relevant service onboarding procedure (Add a service).