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Kustomer Integration Activation

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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]

Kustomer_integration_activation_1.png

 

 

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.

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