1 - What Can I Achieve with Connections?

Connections is a Talkdesk self-service product that allows you to autonomously configure a connection to third-party APIs and as well as the actions you want to execute, which can be used across Talkdesk® products. See here all about Connections.

2 - What's the Difference between an Integration and a Connection?

A Talkdesk Integration allows you to connect your external services with the Talkdesk systems.
There are three types of Talkdesk integrations:

You can use Connections to autonomously configure a connection to third-party APIs and as well as the actions you want to execute, which can be used across several Talkdesk products.

3 - How Can I Configure a New Connection?

See here all the steps to configure a new custom connection.

4 - Can I Edit an Existing Connection?

Yes. Anytime after being added, a connection can be easily edited.

5 - What does Connections Support?

Connections supports:

Connections doesn't support Contact/Agent Sync.

6 - Which Types of Authentication Can be Configured with Connections?

These types of authentication (not variations of them) that can be configured with Connections.

7 - Can I Configure and Execute a Custom Action?

Yes. A custom action represents a request that can be performed on an external system. You can see here how to configure and execute an action.

8 - Can I Configure the Timeout of an Action?

Yes. See how here.

9 - How Can I Save/Publish an Action?

An action can be in one of four different states:

  • Draft.
  • Active.
  • Deprecated.
  • End of Life.
    See here all about them and how to publish an action.

10 - Can I Test an Action?

Yes. An action can be tested regardless of its status.

11 - Can I Edit an Action

Yes. While in the Draft status, an action can be fully edited. You can also edit an active action, although with some limitations.

12 - Can I Copy an Action?

Yes. You can use a previously added action (for the same custom connection) as a basis to add a new action.

13 - Which Property Types are Accepted when Defining an Action?

When defining an action for a custom connection, these types of properties are accepted:

14 - Can I Configure an Automation?

An automation is composed of a trigger and an action and it can be configured.

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Troubleshooting

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