Integrate Kustomer with CXone Agent Integrated

This page explains how to integrate Kustomer into CXone Agent Integrated. This allows agents to see records from Kustomer in the customer card.

Prerequisites

Before you begin:

  • Make sure Agent Integrations is enabled for your tenant. Your CXone Account Representative can help with this.

  • Create a user account in your CRM specifically for CXone configuration. This is the System User. It is recommended to give the System User administrator privileges. If you do not want to give the System User administrator privileges, you must give it all the permissions your CXone Agent users have.

    If the CRM user account that created the CRM configuration is deleted or disabled, the CRM configuration will also be deleted. Prevent this by creating a System User.

  • Enable the Customer Card employee profile attribute in Admin > Employees. This enables the agent to see the customer card.

  • Enable the Agent Integrations employee profile attribute in Admin > Employees. This enables the agent to see CRM records in the customer card.

Create a CRM Configuration in CXone

Required permissions: Configurations Create

  1. In CXone, click the app selector and select Agent Integrations.
  2. Click New CRM Configuration.
  3. Select Kustomer from the Integration Type drop-down.
    The Create New Integration page in Agent Integrations, with fields for Integration Type, Configuration Name, and Description.
  4. Enter a name for the integration in Configuration Name. You can write a Description.
  5. Click Authenticate.
  6. Enter your api_key from Kustomer. Click Next.
  7. In the external_screenpop_domain_kc field, enter your Kustomer subdomain. To find it, open your instance of Kustomer and copy and paste the URL from the address bar in your browser. You only need the URL up until .com. For example: https://ven12345.kustomer.com.
  8. Click Finish. A message telling you the authentication is active appears in the bottom right corner.
  9. Click Save in the top right corner of Agent Integrations.

Set Up Data Memorialization

To map data fields between Kustomer and CXone Agent Integrated, set up data memorialization. This ensures that when a field is changed in one application, it is updated in the other.