Matrix Settings - Integrations

Matrix Settings - Integrations

1. Click "Settings" to navigate to the settings page of the Matrix.


2. Click "Integrations & Apps" to navigate to the integrations and workflows tab.



3. Here you can see some of the products which we integrated with the Matrix.



4. Click the "Search..." field to search for a specific integration.



5. Click "Workflows" to navigate to the workflows page.



6. Click 'Action' to choose to see logs, edit or delete a workflow.



7. Click "Create" to create a new workflow.



8. Give your workflow a name.



9. Here you can create your own custom workflow.



10. Click 'Add Node' to create a new node and link it with the SquareTalk Trigger.

11. Navigate to your settings page

12. Click "Settings"



13. Click "Swagger" to navigate to the Matrix swagger page.



14. Here you can explore the open API of the Matrix.




    • Related Articles

    • Matrix - Settings Customization

      1. Click "Settings" to navigate to the settings of the Matrix on the left-hand side of the menu. 2. Click "Custom Fields" to navigate to the custom fields tab. 3. Click "Create" to create a new custom field that can be filled by your agents. You can ...
    • Matrix - Settings Organization

      1. Click "Settings" on the left-hand of your Matrix to navigate to the settings tab. 2. Click "General" to navigate to the general settings of your Organization. 3. At this page you will be able to choose the Time Zone of your server. PS: This does ...
    • Matrix - Settings Communication

      1. Click "Settings" on the left-hand side to navigate to the settings page of your Matrix. 2. Click "Extensions" under the Communications tab to navigate to the extensions settings in your Matrix. 3. Here you can edit or delete a pre-configured ...
    • Matrix - Users

      1. Click "Users" to navigate to the users tab in the Matrix on the left-hand of your screen where the menu options are. 2. Click the "Search anything..." field to search for a specific user. 3. Click the "Filters by Roles , Profiles or Groups" field ...
    • Matrix - Dashboard

      This guide will navigate you through the available options of the dashboard. 1. Click "Dashboard" to navigate to the dashboard on the left-hand side. PS: You can navigate to the dashboard menu only if you have Admin or Manager permissions. 2. Here ...