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| | <translate>= Integration Accounts = | | <translate>= Integration Accounts = |
| − | Integration accounts enable your contact center to work with third-party systems, such as customer relationship management (CRM) and workforce management (WFM) applications.
| + | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Overview | Overview]] |
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| − | [[File:Integration-Accounts-50.png|thumb|800px|center|Call Center Configuration > Integration Accounts]]
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| − | == Types of Integration Accounts ==
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| − | Bright Pattern Contact Center solution supports out-of-the-box integration with the following types of solutions:
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| | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/AmazonAWS | AWS]] | | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/AmazonAWS | AWS]] |
| | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/BotChatSuggestionsEngine | Bot / Chat suggestions engine]] | | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/BotChatSuggestionsEngine | Bot / Chat suggestions engine]] |
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| | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Zapier | Zapier]] | | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Zapier | Zapier]] |
| | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Zendesk | Zendesk]] | | *[[contact-center-administrator-guide/CallCenterConfiguration/IntegrationAccounts/Zendesk | Zendesk]] |
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| − | == Managing Integration Accounts ==
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| − | === How to Add a New Integration Account ===
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| − | # In Contact Center Administrator, go to ''Call Center Configuration > Integration Accounts''.<br /><br />
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| − | # At the bottom of the screen, click the '''add''' ('''+''') button. The Types dialog will open.<br /><br />
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| − | # Select the type of integration account to add (see links to various types above).
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| − | === How to Edit an Existing Integration Account ===
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| − | # In Contact Center Administrator, go to ''Call Center Configuration > Integration Accounts''.<br /><br />
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| − | # From the listed accounts shown, select the integration account you want to edit.<br /><br />
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| − | # In the Properties pane that opens, edit properties as desired.<br /><br />
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| − | # Click '''Apply''' to save your changes.
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| − | === How to Delete an Integration Account ===
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| − | # In Contact Center Administrator, go to ''Call Center Configuration > Integration Accounts''.<br /><br />
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| − | # From the listed accounts shown, select the integration account you want to remove.<br /><br />
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| − | # At the bottom of the screen, click the '''delete''' ('''X''') button.<br /><br />
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| − | # Confirm the deletion and click '''Apply''' to save your changes.
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| − | == Notes ==
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| − | Version 1.1 and later of the Transport Layer Security (TLS) encryption protocol is used to ensure the security of the data passed between Bright Pattern and CRM applications.
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| − | The reports required for workforce scheduling are configured for automatic generation and delivery via the [[contact-center-administrator-guide/ScheduledReports|Scheduled Reports]] screen of the Contact Center Administrator application.
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