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Amio Docs

Integrations

Use Integrations (Settings, /settings/integrations) to manage connections with external services. The two types you can create are Email and Daktela Chat. Freshchat, SupportBox, Genesys, Salesforce and Smartsupp are connected by Amio support, see Choosing a channel. For setup walkthroughs, see Email helpdesk, Daktela and Freshchat.

Integrations page with the Create New Integration form

What you can do here

Section titled “What you can do here”
  • See all integrations, with the bot each belongs to and its number of channels.
  • Create, edit and delete an integration.
  • Open an integration’s channels. The list expands to show them, and selecting one highlights it (the address includes /channel/<id>).

The first integration is opened automatically when you visit the page.

Create an integration

Section titled “Create an integration”
  1. Click Add. The form is titled Create New Integration.
  2. Choose a Type: Email or Daktela Chat.
  3. Fill in the type’s fields (see Fields).
  4. Choose a bot under Bots. This is required: the form shows “Bot is required” otherwise. If no bots exist, it says “No bots available. Please create a bot first.”
  5. Click Create Integration.

Edit an integration

Section titled “Edit an integration”

Select it in the list. The Type is fixed. Change the fields and click Save Changes. An integration of a type this admin does not support shows an “Unknown Integration Type” notice and cannot be edited.

Delete an integration

Section titled “Delete an integration”

Open the three-dot menu on the integration and choose delete, then confirm Delete Integration. The dialog says this permanently deletes the integration and cannot be undone.

Fields

Section titled “Fields”

Email

Section titled “Email”
Field What it does
Email Address The address the integration uses, for example example@company.com.
Email Subject Subject line, for example “Customer Support Request”.
Timezone Timezone for the integration.
Bots The bot this integration belongs to.

Daktela Chat

Section titled “Daktela Chat”
Field What it does
Daktela URL Your Daktela address, for example https://company.daktela.com. The URL is normalised when you leave the field.
Access Token Token from Daktela. When creating, the tooltip says: find your access token in Manage - Routings - Web chats - select a Connector - Get Code button.
Bots The bot this integration belongs to.
Section titled “Related”