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Administrators & Analysts
Integrate with a CRM or help desk
Mavenoid can integrate with common help desk and CRM platforms to keep all your information in one place.
Once you have an integrated help desk, you can import KB content into Mavenoid, see recent tickets from users in the Agent Dashboard, and actions nodes to create or update tickets for escalation or tracking purposes.
Set up an integration
Click the hamburger menu in the top left.
Select Settings at the bottom of the menu.
Under Organization, click Integrations.
Click "Connect" on the desired integration.
Follow the on-screen prompts.
If you are not currently logged in to the system you are integrating with, you may have to enter a username and password. These will not be stored with Mavenoid and are only used to authorize the connection.