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Integrating with Sunshine Conversations

Prerequisites:

*Note: This integration is only available for customers using Zendesk as a help desk.

  • Zendesk requirements:
    • The Zendesk account must have the Conversations API
    • Agent Workspace must be enabled
  • You will need the following credentials from your Conversations API:
    • App ID
    • API Key ID
    • API Key Secret
  • You must have integrated Forethought with Zendesk Chat

Obtaining the Conversations API Credentials

  1. Go to Conversations API in Zendesk Admin Settings. Click on Create API Key.Screenshot 2023-09-05 at 12.23.33 PM.png
  2. Enter a name for the key and click NextScreenshot 2023-09-05 at 12.23.52 PM.png
  3. Copy the keys from this page before clicking Next. You will NOT be able to see the full Secret Key again once you click Next and that key is necessary for the OAuth flow below. Once copied, click Next and the API key will be created. You will need these three keys to complete the OAuth flow.Screenshot 2023-09-05 at 12.24.04 PM.png

 

Integrating with Forethought

  1. Go to the Integrations tab on your Forethought Dashboard page. Search for the Sunshine Conversations integration and click Connect.Screen Shot 2022-05-19 at 5.28.02 PM (1).png
  2. You'll be redirected to a new page where you will be prompted to sign into your Zendesk account. Sign in to your account.Screenshot 2023-10-25 at 9.50.58 AM.png
  3. Click Allow on the following pageScreenshot 2023-09-05 at 12.15.41 PM.png
  4. You will be redirected to another a page that will ask for the App ID, API Key, and the API Secret that was gathered in the prerequisite steps. Input and submit those. Screen Shot 2022-05-19 at 5.32.00 PM.png
  5. You will then be taken back to the Forethought Dashboard integration page where you can start building workflows under the Workflow Builder tab! You will be able to execute those workflows on any conversation channel that is set up from your Sunshine Conversations app.Screen Shot 2022-05-19 at 5.35.01 PM.png

Disconnecting Sunshine Conversations

  1. Click the Delete button on your Sunshine Conversations integrationScreenshot 2023-10-25 at 9.56.03 AM.png
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