TalkDesk

A scope limits the endpoints to which a client has access. It also determines whether a client has read or write access to an endpoint. Our integration with Talkdesk requires you to add scopes in Talkdesk's Developer Portal before you can connect your Talkdesk account to Plecto.

1. Go to the Talkdesk Developer Portal and sign in.

2. Navigate to the OAuth Clients tab. Here you should see your company name.

3. Click to edit your company's client profile and add scopes. Here's a list of scopes that need to be added to each of the data types. Find Talkdesk's documentation on scopes here.

   • Calls – This data type is fetched from Explore API and requires the following scopes:
     data-reports:write
data-reports:read

   • User Status – This data type is fetched from Explore API and requires the following scopes:
     data-reports:write
data-reports:read

   • Real-time Metrics – This data type is fetched from Live API and it needs the following scopes:
     live-queries:read
live-subscriptions:read
live-subscriptions:write

What do I need?

• Client ID

• Client Secret

You can obtain the Client ID and Client Secret from your ServiceNow environment:

1. Log in to ServiceNow and navigate to System OAuth > Application Registry > Talkdesk.

2. Click on the word "here" in the info message at the top of the page. The message is similar to the following: "This record is in the Talkdesk application, but [Name] is the current application. To edit this record click here."

3. You can now see both the Client ID and Client Secret under the application name. To copy the Client Secret, click on the lock icon next to it.

4. You will have to use these credentials to integrate Talkdesk with Plecto.

1. Go to Data management > Data sources > + New data source > Talkdesk.

2. You will be asked to provide the following details:

   1. Client ID and Client Secret – Copy the information from your ServiceNow environment.

   2. Domain – Provide the full domain, for example: examplecompany.talkdeskid.com You can find it in the URL when logged in Talkdesk.

   3. Time zone

3. Click Next to continue.

4. Select the data you want to import.

5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

6. Click Next to choose how much data to import and how long you want to keep it in the data source.

7. Click Import to finish.