Kustomer Integration Activation

Follow these steps to activate the Talkdesk integration with Kustomer:

Get Your Kustomer API Key

Log into your Kustomer account and follow these steps to get your API key:

• Click the settings gear icon on the left sidebar [1]

• Click on 'API Keys' in the Settings menu [2]

• Click on 'New API Key' [3]:

• Name your API key [4], select the org.admin and org.user roles [5] and press 'Save' [6]:

• Now copy your API key [7] and save it somewhere:

• Copy your webhook URL. If you don't have a webhook URL provided by Kustomer, please contact Kustomer Support for instructions, as you will need a webhook URL to activate the integration in Talkdesk (see below).

Activate the Kustomer Integration in Talkdesk

• Log into your Talkdesk account as an administrator
• Click on the 'Admin' section at the top of the page [8]
• Select the 'Integrations' tab [9]
• Click on the 'Connect' button for the Kustomer integration [10]:

• Enter your Kustomer account URL (this should look like https://youraccount.kustomerapp.com) [11]
• Paste your 'API token' [12]
• Enter the 'Web hook URL' [13]
• Select the appropriate settings for contact sychronization, agent synchronization, interactional retrieval and action preview [14]
• Click on 'Save' [15]

The integration is now configured and, if you’ve enabled contact and/or agent synchronization, those processes will start immediately. You may also begin adding automations.