Everything you need to know about third-party platform integrations, SFTP, filtering imported contacts and our API
How do I filter imported contacts?
Navigation prompt Go to CONVERSATIONS > Click Imported contacts & filters Once your contacts are being importe...
How do I view the distribution of meta-data linked to my imported contacts?
Navigation prompt Go to CONVERSATIONS > Click Imported contacts & filters > Click the Insights tab
How do I select which meta-data tags I see in EvaluAgent?
Navigation prompt Go to CONVERSATIONS > Click Imported contacts & filters Typically, contacts imported from a co...
How do I redact sensitive personal data in tickets?
Navigation prompt Go to CONVERSATIONS > Click Entities & Redaction The Entities & Redaction feature is designe...
How do I quickly search for words and phrases in my fetched contacts?
Navigation prompt Go to CONVERSATIONS > Click Imported contacts & filters If you configure your integration as...
How do I integrate with Red Box?
Step 1: Adding Agents and Configuring the 3rd Party ID Field Before setting up the Red Box integration, it's importan...
How do I integrate with Genesys Cloud
Navigation prompt Go to CONVERSATIONS > Click Integrations > Select the Genesys Cloud tile The Genesys Cloud in...
How Do I integrate with Injixo Workforce Management?
Navigation prompt Go to CONVERSATIONS > Click Integrations > Click the WFM Integrations tab > Select the Injixo ti...
How do I integrate with Amazon Connect?
Navigation prompt Go to CONVERSATIONS > Click Integrations > Click the Platforms tab > Select the Amazon Connect t...
How do I integrate with Zendesk?
Navigation prompt Go to CONVERSATIONS > Click Integrations > Click the Platforms tab > Select the Zendesk tile ...
How do I integrate with Freshdesk?
Navigation prompt Go to CONVERSATIONS > Click Integrations > Click the Platforms tab > Select the Freshdesk tile ...
How do I allow users to upload & attach calls or tickets to evaluations?
Navigation prompt Go to CONVERSATIONS > Click Integrations > Click the File upload tab By following the navigati...
How do I set-up SFTP to import calls and/or tickets?
The EvaluAgent API
API documentation Link your BA platform(s) to fetch EvaluAgent data by connecting to the EvaluAgent API. Populate yo...
How do I integrate with Slack or MS Teams?
Navigation prompt Go to CONVERSATIONS > click Integrations > click the Workplace chat platforms tab By followin...