Configuring Your DaVinci Profile

Get started with DaVinci Creator Studio, the cloud-based administration tool for the DaVinci platform. In this tutorial, you’ll learn how to configure your DaVinci profile, add applications like Salesforce Voice and Microsoft Teams, and assign those profiles to users within your organization.

The video walks through each step in the Creator Studio interface — from finding the profile configuration menu and selecting your apps, to saving and applying those profiles for new users. Whether you’re setting up DaVinci for Salesforce Voice, Microsoft Teams, or both, this quick how-to will help you get your environment ready in minutes.

With DaVinci for Salesforce Voice and Microsoft Teams, you can connect voice, chat, and CRM data in one platform, giving your agents the flexibility to work smarter with the tools they already use.

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DaVinci for Salesforce Voice and Microsoft Teams
Bring voice, data, and collaboration together in one platform.

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Transcript:

Hello everyone. This is an overview of Creator Studio, the cloud administration tool for the DaVinci platform, and how to configure a profile using DaVinci apps for Salesforce Voice and Microsoft Teams.

This is the homepage of Creator Studio. To get started creating a profile, click the icon with nine dots on the left-hand side. This opens the profile configuration area, where you can add apps to a specific profile.

In this example, there’s a profile called “DaVinci Platform.” It currently has no configured apps. To add Salesforce Voice and Microsoft Teams, scroll down to the list of available apps. Select Salesforce Voice, click Add, and you’ll see it appear under configured apps. Do the same for Microsoft Teams.

Now both Salesforce Voice and Teams are configured for this profile. While additional setup steps are required for features like transcription services for Teams, this video focuses on the high-level process of creating and assigning a profile.

Next, return to the left-hand navigation and click Users. Select any user to open their configuration panel. Under Assigned Profiles, check the profile you just created, then click Save.

That user is now configured to use the DaVinci profile you built. The next time they log in, their environment will automatically load with the selected Salesforce and Teams integrations.