> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Talkdesk

export const title_0 = "Talkdesk";

## Prerequisites

Before you can connect to Connect AI, you must create an OAuth client in Talkdesk Partner Project.

<Steps>
  <Step>
    Go to [account.talkdeskid.com/select/atlas/apps/oauth-clients](https://account.talkdeskid.com/select/atlas/apps/oauth-clients) and log in.
  </Step>

  <Step>
    Click **Create OAuth Client**.
  </Step>

  <Step>
    Enter a name for the OAuth client and select **Client Credentials** as the grant type.
  </Step>

  <Step>
    Add the required scopes. For the full list of available scopes, see the [Talkdesk scopes documentation](https://docs.talkdesk.com/docs/scopes).
  </Step>

  <Step>
    Click **Download** or copy the **Client ID** and **Client Secret** values. You enter these values in Connect AI.
  </Step>
</Steps>

## Setup Guide

Follow these steps to connect Talkdesk to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Talkdesk* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter your Talkdesk **Account Name**.
  </Step>

  <Step>
    Enter the **OAuth Client Id** that you obtained in the prerequisites.
  </Step>

  <Step>
    Enter the **OAuth Client Secret** that you obtained in the prerequisites.
  </Step>

  <Step>
    Select the **Region** where your Talkdesk service is located (US, EU, CA, AU, UK, or FedRamp).
  </Step>

  <Step>
    At the top of the Connect AI **Add {title_0} 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.
  </Step>
</Steps>

<Note>
  Ready to try this connector? [Create a free Connect AI account](https://cloud-login.cdata.com/u/signup) and set up your first connection in minutes.
</Note>