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Using Richpanel
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Reporting Overview
Introduction
Integrating Attentive with Richpanel allows for a streamlined approach to managing SMS communication within your customer support framework. This guide will lead you through the process of connecting Attentive as a channel in Richpanel.
Prerequisites
Ensure you have administrator access to your Richpanel account. Obtain the Client ID and API Key from your Attentive account.
Steps to Connect Attentive to Richpanel
Step 1: Enable the Channel
- Log into your Richpanel account. In the sidebar, locate and click on the 'Settings' icon.
- In the 'Settings' menu, find and click on 'Channels'. This will bring up a list of communication channels that can be integrated with Richpanel.
- Scroll through the list of channels until you find 'Attentive'. Click on it to proceed with the setup.
- Toggle the switch to enable Attentive as a channel. If this is your first time setting it up, you will likely see a 'Connect Attentive' button.
Step 2: Configure Channel Settings
- Enter the Client ID and API Key provided by Attentive. These credentials are essential for establishing a secure connection between Richpanel and Attentive.
- Input a recognizable name for your Attentive channel to differentiate it from other channels in Richpanel.
- Provide the relevant URLs from Attentive for sending messages and updating ticket status.
- After filling in the required information, review your entries for accuracy. Click the 'Save Changes' button to finalize the integration process.
- To ensure the connection is successful, you can perform a test by sending a message or updating a ticket status to see if the integration responds as expected.
Conclusion
By connecting Attentive to Richpanel, you will enhance your SMS support capabilities, leading to a more efficient communication process with customers. Remember to test the integration thoroughly to confirm that everything is working as intended.
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