Background #
Customer Profile integrations are used to pull additional customer data from an external data source. This can be via several out-of-the-box Gladly integrations or a custom Lookup Adaptor built by your team!
Goals #
Provide additional customer data to your agents within the Gladly UI, which will allow your agents to provide more comprehensive support to your customers.
Estimated Effort #
Out-of-the-box Gladly integrations can typically be set up in under an hour.
Lookup Adaptor: please consult your Gladly implementation team.
Step-by-Step Tutorial & Best Practices #
Please follow these instructions to get started on integrating a multitude of out-of-the-box Gladly integrations, which includes Shopify.
Alternatively, please consult this document if you’d like to learn more about building your own Gladly Lookup Adaptor. Note that you must engage with a Gladly Professional Services resource to display custom fields within the Gladly Customer Profile panel. If this activity is not currently included in your implementation package, please consult your implementation lead.
Gladly Static IP Addresses #
Please see network integrations for any additional Static IP Addresses you may need to allow.
