Konradodocs

Integrations

Connect your help desk, your servers and your shop, so Konrado answers with live customer data.

Integrations connect Konrado to the systems your team already uses. With your help desk connected, Konrado reads and answers your tickets. With your panels and servers connected, it checks the account behind a ticket. Every integration starts on one page: Workspace SettingsIntegrations.

The Integrations page: a custom help desk and a cPanel server in the table, and the cards of the integrations not connected yet below it

Pick your guide

The guides follow the console's groups, in the same order.

Two more pages sit outside the console's list:

Start with your help desk

Konrado needs your help desk to read and answer tickets, so connect it first and add servers after. Your organization has one help desk at a time. The help desk gets its own agent with a Helpdesk channel: set up the Helpdesk channel.

Connect an integration

Pick it

Click Add integration, choose a group, then the integration. Or click its card under Available integrations.

Read the form

The form opens on Configure. Tools lists what the integration gives your agents. About says what it does. Where an integration has a guide here, Installation guide opens it.

Connect

Fill in the form and click Test Connection. When the test passes, click Connect.

Inside an agent, AgentsIntegrations opens the same page. Integrations belong to your whole organization: every agent uses them, and a change there reaches every agent.

Manage a connection

Each connected integration is a row with its Status, the agents that use it and its Last activity. Problems first sorts the ones that are Not working to the top. Click a row to open it, or open its menu (...):

ActionWhat it does
ManageOpens the form. Change the name or a key, Test Connection, then Save
ReconnectShown when the integration is Not working or Disconnected
Ticket scopeFor a help desk: the departments Konrado reads, and the tags and senders it skips
Update pluginShown when a newer version of the Konrado plugin or module is out
DisconnectKonrado stops using it. The credentials and the history stay, so you can reconnect later
DeleteRemoves it completely. Works only for an integration nothing uses yet

Choose which agents use a tool

The Tools tab of a connected integration lists its tools. A tool marked Reads only looks something up. A tool marked Changes data does something, such as adding a note to an order.

Lookups are open to every agent. A tool that changes data is off until you choose agents, and the customer approves each change first. Click a tool to choose All agents or Chosen agents, and for a tool that changes data, whether to Ask the customer to approve. A server's tools have no picker: every agent that answers tickets uses them.

Last updated on

On this page