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Integrations & ActionsCreate Conversations in Kustomer

Integrations & Actions

Create Conversations in Kustomer

This article will guide you through integrating Mavenoid with Kustomer to create customers and conversations. You can use either Kustomer's REST APIs or Webhooks for this integration.

Requirements

  • Admin Access To Mavenoid: If you don’t have admin permissions in Mavenoid, contact your Mavenoid representative.

  • Kustomer API Key: Obtain an API key with the necessary permissions from Kustomer. For more details, see Kustomer's API Keys guide.

  • Webhook Address (if using webhooks): In addition to the API key, you’ll need the webhook endpoint (hook address) for sending event notifications to Kustomer. You’ll also need to create a Kustomer Workflow to link the webhook. See Kustomer’s guides on Inbound webhooks and Workflows for more information.

API Roles

Below are the typical API permissions needed for creating customers and conversations in Kustomer:

  • View customers: org.permission.customer.read

  • Create Customers: org.permission.customer.create

  • Create Conversations: org.permission.conversation.create

  • Create Messages (to add context from the assistant as messages): org.permission.message.create

  • Create Notes (to add context from the assistant as notes): org.permission.note.create

  • Webhooks (for webhook setups): org.hook (only this permission is required if using webhooks exclusively)

Adding the API Key to Mavenoid

Add your Kustomer API key as a secret in Mavenoid. Refer to our Secrets guide for details.

Configure the Integration

Use the Call External API action to connect with Kustomer’s REST APIs or Webhooks. Refer to our Call External API guide for details.

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