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Kustomer Integration Activation

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Activate the integration between Talkdesk® and Kustomer by following the steps on this page.

Get Your Kustomer API Key

Firstly, log in to your Kustomer account and follow these steps to get your API key:

1. Click the settings' icon on the left sidebar [1].

2. Select API Keys [2].

3. Click on New API Key [3].

API_Keys.png

4. Provide a name for your API key [4]. 

5. Select the org.admin, org.user and org.hooks roles [5]. Hit Create [6].

6. Now, copy your API key [7] and save it somewhere safe before continuing.

 

Activate the Kustomer Integration in Talkdesk

Kustomer_1.png

7. Log in to your Talkdesk account as an Administrator.

8. Click on the Admin section [8]. 

9. Select the Integrations tab [9].

10. On the “Integrations Manager” page, click on Add New Integration [10]. 

Kustomer_2.png

11. Find Kustomer and click on Add Integration [11].

Kustomer_3.png

12. Enter your Kustomer account URL [12].

13. Paste your API token [13].

14. Enter the Web Hook URL [14].

15. Select the appropriate settings for contact synchronization, agent synchronization, interactional retrieval and action preview [15].

16. Click on Save [16].

 

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

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