Prerequisites
Before you can connect to Connect AI, you must create an OAuth client in Talkdesk Partner Project.1
Go to account.talkdeskid.com/select/atlas/apps/oauth-clients and log in.
2
Click Create OAuth Client.
3
Enter a name for the OAuth client and select Client Credentials as the grant type.
4
Add the required scopes. For the full list of available scopes, see the Talkdesk scopes documentation.
5
Click Download or copy the Client ID and Client Secret values. You enter these values in Connect AI.
Setup Guide
Follow these steps to connect Talkdesk to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Talkdesk into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter your Talkdesk Account Name.
6
Enter the OAuth Client Id that you obtained in the prerequisites.
7
Enter the OAuth Client Secret that you obtained in the prerequisites.
8
Select the Region where your Talkdesk service is located (US, EU, CA, AU, UK, or FedRamp).
9
At the top of the Connect AI Add Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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