This article will walk you through the steps to seamlessly import data from platforms such as Zendesk, Intercom, and Elevio (Dixa). These integrations help streamline your data management by automatically pulling in FAQs and other knowledge base articles.
Step-by-Step Guide
1. Accessing the Integration Module
- Within Smart Role, go to the Integrations menu.
2. Setting Up an Integration
- Click on Add and select the platform you want to integrate with (e.g., Zendesk).
3. Providing Necessary Information
- Provide the email address associated with your admin account on the chosen platform.
- Enter the domain of your account. For instance, if your Zendesk domain is smartrole.zendesk.com, you only need to enter smartrole.
- Generate an API key from your platform’s admin settings:
- Go to Apps and Integration in your platform (e.g., Zendesk).
- Navigate to the API section.
- Create a new API key, name it, and copy the token provided.
4. Connecting and Importing Data
- Paste the API key into Smart Role and test the connection to ensure it’s working correctly.
- If the connection is successful, click on Import Articles to pull in all relevant content from your platform (e.g., Zendesk articles).
Example
To illustrate, let’s integrate Zendesk with Smart Role:
- Add Integration: Select Zendesk and enter the admin email, domain, and API key.
- Test Connection: Ensure the connection is successful by testing it.
- Import Articles: Once integrated, import articles from Zendesk directly into Smart Role’s data sources.
Setting up integrations in Smart Role is a straightforward process designed to simplify data management by automating the import of FAQs and knowledge base articles from platforms like Zendesk, Intercom, and Elevio. This not only saves time but also ensures your agents have access to the most up-to-date information for training scenarios.
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