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Set up a connection to Gladly

Tanisha Ray
Updated

Gladly is a customer service platform that integrates channels like email, chat, and social media to provide a unified and personalized customer support experience. It focuses on fostering meaningful interactions and simplifying communication for businesses to deliver exceptional customer service.

Set up a connection

After you start the connection , configure it in the Create connection panel and complete all of the required * authentication settings:

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Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Agent email ID * 

Enter your Gladly agent email ID.

 

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               How to retrieve the agent email ID 

API token * 

Enter your Gladly API token.

Multiple layers of protection, including AES 256 encryption, are in place to keep your token safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

 

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               How to retrieve the API token 

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see  basic auth universal connector documentation.

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  1. Sign in to your Gladly admin account.

  2. Navigate to Settings > Users.

  3. Select the user profile and assign the API user role.

  4. Click Save . For detailed information, see  Permissions .

  5. Copy the agent's Email ID .

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  1. Sign in to your Gladly admin account.

  2. Navigate to Settings > integrations > API tokens.

  3. Click Create token . For detailed information, see  Creating API tokens .

  4. Copy the Token .

Additional references

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