Configure Talkdesk within Atom
Configure Atom within Talkdesk
Prerequisites
You must have the Talkdesk Cards App Canvas application installed. If you don't have it installed, click here to learn how.
Download the Atom configuration file from the Integration Settings panel.
Configuration
Create a card
Within your Talkdesk account, navigate to the Workspace Designer (Fig. 1, step 1)
Select the Cards option (Fig. 1, step 2)
Press the Create card button (Fig. 1, step 3)
A window will open to create the Card. Complete the requested fields (Fig. 2, step 1).
Press the Create button (Fig. 2, step 2).
You will be redirected to the Automation Designer page (Fig. 3).
Import the Atom configuration file
Press the contextual menu button located in the upper right corner of the screen (Fig. 3, step 1).
Select the Import version option (Fig. 3, step 2).
A window will open to import the card version. Press the Choose a file button or drag the Atom configuration file to the window (Fig. 4, step 1).
Press the Confirm button (Fig. 4, step 2).
The Card version is imported.
Publish the card
Press the Save button (Fig. 5, step 1). If everything is correct, the Publish button will be enabled.
Press the Publish button (Fig. 5, step 2).
Configure a Panel
Return to the Workspace Designer page (Fig. 6, step 1).
Select the Panels option (Fig. 6, step 2).
Press the Create panel button (Fig. 6, step 3).
A window will open to create the panel. Complete the requested fields (Fig. 7, step 1).
Press the Create button (Fig. 7, step 2).
You will be redirected to the Panel configuration page (Fig. 8).
Link the card to the panel
Press the Add card button (Fig. 8, step 1).
Select the card you configured previously (Fig. 8, step 2).
You will see that the card has been added to the panel (Fig. 9, step 1).
You can adjust the size of the card in the panel by pressing and dragging the lower right border of the card (Fig. 9, step 2).
Press the Save button (Fig. 9, step 3).
Configure the Cards App Canvas
Return to the Workspace Designer page (Fig. 10, step 1).
Select the Canvas option (Fig. 10, step 2).
Press the edit button for the Cards app (Fig. 10, step 3).
You will be redirected to the Automation Designer page (Fig. 11).
In the left side panel, select the Render Panel option (Fig. 11, step 1) and drag it to the canvas (Fig. 11, step 2).
Connect the Canvas Trigger component (Fig. 11, step 3) with the Render Panel component (Fig. 11, step 4).
Link the panel to the Cards App Canvas
Double-click on the Render Panel component. A pop-up window will open (Fig. 12).
Fill in the Component name field with a name for the panel (Fig. 12, step 1).
Select the panel you configured previously (Fig. 12, step 2).
Press the Save button (Fig. 12, step 3).
Publish the workflow
Press the Save button (Fig. 13, step 1). If everything is correct, the Publish button will be enabled.
Press the Publish button (Fig. 13, step 2).
View Atom within Talkdesk
Navigate to the Cards app page.
You will see that the canvas you configured starts to load (Fig. 14).
All set! Enjoy the Atom experience within Talkdesk.
Atom + Talkdesk Configuration Manual (storage.googleapis.com)
Help with configuration errors:
Return to the Cards section in the Workspace designer, you will see the card you created.
Press the Pencil icon that appears on the right on your card (Fig. 16). You will be redirected to the Automation designer.
Press 2 times (double click) on the Atom component (Fig. 17, step 1). A side panel will open with the configuration of said component.
Press the Preview button, which appears at the bottom right (Fig. 17, step 2).
Wait a few seconds, while Atom starts loading (Fig. 18, step 1), when the integration starts loading, you can close the preview (Fig. 18, step 2).
Save the component, pressing the Save button.
Save and publish the Card, pressing Save and then Publish, just like you did when you created the Card.
With this, you could corroborate the configuration, following the steps detailed in the View Atom within Talkdesk section.