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Set up Solve with Kustomer

List of permissions needed for API token from Kustomer

If you want to learn more about each permission, see API roles.

org.permission.user
org.permission.user.read
org.user
org.user.conversation
org.user.conversation.read
org.user.conversation.write
org.user.conversation_forward
org.user.conversation_forward.read
org.user.conversation_forward.write
org.user.customer
org.user.customer.read
org.user.customer.write
org.user.event
org.user.event.read
org.user.event.write
org.user.kb
org.user.kb.read
org.user.kb.write
org.user.message
org.user.message.read
org.user.message.write
org.user.metadata
org.user.metadata.read
org.user.metadata.write
org.user.read

 

Integrate Kustomer

This video will guide you through the simple process of integrating Kustomer into your Forethought dashboard. This will enable you to connect with your customers and improve your customer service seamlessly.

 

Preview Kustomer

Once you have integrated Kustomer with Forethought, you can preview its functionality within the Workflow Builder. This will allow you to see how Kustomer operates within your Forethought environment.

 

Create Intents

Creating custom intents is a critical step in providing excellent customer service. Our tutorial will introduce you to two methods for creating intents: Autoflows and Classic mode. We will also show you how to use Business Logic Components, Actions, and Context Variables to tailor your service to your specific business needs.

 

Upload attachments

Users can share files and attachments directly within tickets and chats. The system supports various file types, including images, videos, and PDFs, with a maximum file size limit of 9 MB. This feature streamlines the process of providing necessary documentation and media, making it simpler for support agents to resolve customer issues effectively.

Screenshot 2024-05-22 at 4.02.40 PM (1).png

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