Before proceeding, make sure to gather the following requirements:

You must have the Talkdesk Cards App Canvas installed. If you don't have it installed, click here to learn how.

Download the Atom configuration file from the integration Configuration panel.

Within your Talkdesk account, navigate to Workspace Designer

Select the Cards option, press the Create card button

1: Create a card

A window will open to create the Card. Fill in the requested fields

Press the Create button

2: Fill in the requested fields

You will be redirected to the Automation Designer page.

Press the context menu button located in the upper right corner of the screen.

Select the Import version option.

3: Context menu

A window will open to import the card version. Press the Choose a file button or drag the Atom configuration file to the window.

Press the Confirm button.

4: Import the card version

The Card version has been imported.

Press the Save button. If everything is correct, the Publish button will be enabled.

Press the Publish button.

5: Publish the Card

Return to the Workspace Designer page.

Select the Panels option.

Press the Create panel button.

6: Create a Panel

A window will open to create the panel. Fill in the requested fields.

Press the Create button.

7: Fill in the requested fields

You will be redirected to the Panel configuration page

Press the Add card button

Select the card you configured earlier

8: Link the card to the panel

You will see that the card has been added to the panel

You can adjust the size of the card in the panel by pressing and dragging the bottom right border of the card

Press the Save button

9: Adjust the size of the Card in the Panel

Return to the Workspace Designer page

Select the Canvas option

Press the edit button of the Cards app

10: Configure the Cards App Canvas

You will be redirected to the Automation Designer page

In the left side panel, select the Render Panel option and drag it to the canvas

Connect the Canvas Trigger component to the Render Panel component

11: Render Panel

Double-click the Render Panel component. A pop-up window will open

Fill in the Component name field with a name for the panel

Select the panel you configured earlier

Press the Save button

12: Link the panel to the Cards App Canvas

Press the Save button. If everything is correct, the Publish button will be enabled.

Press the Publish button

13: Publish the workflow

Navigate to the Cards app page.

You will see that the configured canvas will start to load

14: View Atom within Talkdesk

✅All set! Enjoy the Atom experience within Talkdesk.

If you are unable to view Atom within Talkdesk, even after following the previous steps correctly, we recommend the following:

Return to the Cards section in the Workspace Designer, where you will see the card you created.

Press the Pencil icon that appears to the right of your card (16). You will be redirected to the Automation Designer.

16: List of cards

Double-press (double click) on the Atom component. A side panel will open with the configuration of that component.

Press the Preview button, located in the lower right corner.

17: Component Preview

Wait a few seconds while Atom starts loading. When the integration starts loading, you can close the preview.

18: Component Preloading

Save the component by pressing the Save button.

Save and publish the Card by pressing Save and then Publish, in the same way you did when creating the Card.

With this, you will be able to validate the configuration by following the steps described in the Visualize Atom within Talkdesk section.

If you continue to have problems viewing Atom within Talkdesk, contact your Atom Customer Success consultant.