ON THIS PAGE
Table of Contents |
---|
Integrations
This section allows the Admin to add other software to the Witiop Platform, integrating their functions and capabilities with those of Witiop.
It is possible to manage all the integrations, adding or deleting them at your own convenience.
In addition to this, if there is a green tick under the section Enabled, it means that the option is active.
For a more in depth analysis of what the admin can do in this section:
Data Frame
By clicking on the Bar (1.) the following "curtain" will be opened
from which you can select the number of visible managed numbers to review, ranging from 10 to 100.
Manage the Integration
The three buttons (2.) allow the admin to view, edit or delete the adress informationsaddress information
Enable/Disable
Click on enable to activate the integration, while if it is already active you will see the following option
Click on Disable to deactivate the integration.
Configuration
Press on configuration and the following screen is going to show you the caractheritics to enable the settings of the integration.
It is possible to edit the information above
Consumer key
Consumer secret
API username
API password
Security token
API version
On/Off option to Set Audit fields (if switched on, comments are posted with the WhatsApp message time and using different user for agent's and customer's messages.)
On/Off option to Add attachments (it provides the possibility to upload files to Salesforce as attachments, if not activated the files are posted as links to Witiop)
Below an example on the Salesforce Integration:
To Save the settings remember to press on .
The Excel file Download
This feauture feature (3.) allows to translate all the information related to the outbound templates Integrations in an Excel file.
Click on the icon and you will see the following bracket on the top right end of your screen:
Open the file and you will have all the information you need in an Excel, easy to share to subjects/departments that do not use the WitiOp platform.