Cards

A card is an automation that can be configured to build interactive interfaces and forms to present relevant information to the user: automatically, based on Talkdesk Connections™ executions or user inputs.

There are several components available to configure the card automation:

• Card Trigger - the card trigger component is the automation starting point. It represents the moment when the card is loaded.
• Render Form.
• Render View.
• Simple Render View.
• Render Iframe.
• Fetch Data.

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Creating and editing card features

When configuring the automation, make sure all the nodes are connected.

Creating a Card

To create a Card, follow the steps below:

1 - Log in to your Talkdesk account and navigate to Workspace Designer (Figure 1 - 1).

2 - Click Cards (Figure 1 - 2).

3 - From the Cards page, click the Create card (Figure 1 - 3) button.

This will open up a box with two fields. Fill it in as described below:

1 - Provide a name (Figure 2 - 4) for the card (mandatory field).

2 - Enter a description (Figure 2 - 5) for the card (optional field).

3 - Click the Create (Figure 2 - 6) button to finalize the process and proceed to the configuration page.

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After configuring the card in the Automation Designer app, you will have to navigate back to Workspace Designer by clicking the app's icon, located on the left-side menu.

Editing a Card

To edit a Card, follow the steps below:

1 - Navigate to Workspace Designer (Figure 3 - 1).

2 - Click Cards (Figure 3 - 2).

3 - Click the desired Card’s Edit button (Figure 3 - 3) from the cards list.

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After editing the card in the Automation Designer app, you will have to navigate back to Workspace Designer by clicking the app's icon, located on the left-side menu.

Troubleshooting

If you have questions or technical issues, please open a ticket using this form.