Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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.

  1. Data Frame,  which covers the amount of conversations viewed by the administrator.

  2. Manage the Integration

  3. Download Excel file (with all the information in the bracket)

 

 See the Download Excel file section at the End of this page for further information

For a more in depth analysis of what the admin can do in this section: 

Data Frame 

By clicking on the Bar 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

  allow the admin to view, edit or delete the address 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 characteristics of the integration.

It is possible to edit the information above

  1. Consumer key

  2. Consumer secret

  3. API username

  4. API password

  5. Security token

  6. API version

  7. 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.)

  8. 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)

  9. Witiop customer Username (user used to post the customer messages)

To Save the settings remember to press on .

The Excel file Download 

This feature (3.) allows to translate all the information related to the 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.

 

  • No labels