NOTE: Only Admins and Super Administrators can modify interactions.

The Why

Getting the information you need is crucial, but organizing it in a way that makes sense to your business… just makes sense. We’ll show you how to use Interactions Settings to organize the display fields that appear in your Integration Interactions.

The How To

  1. Go to Settings > Integrations.

Go to Settings > Integrations.

1. Click on the Actions button next to your chosen connector.

Click on the Actions button next to your chosen connector.

2. Then click on Settings.

Then click on Settings.

3. Click on the Integration Details tab.

Click on the Integration Details tab.

4. Select the tab you want to configure.

Note: Tabs and fields will vary by connector.

Select the tab you want to configure. Note: These tabs will vary by connector.

5. From here, you may choose to activate or deactivate different fields with the toggle switch.

From here, you may choose to activate or deactivate different fields with the toggle switch. You may also choose to use the search bar at the top to filter fields.

6. You may alternatively choose to activate or deactivate all fields. This is sometimes helpful if your connector has many fields and you'd only like to turn a few on or off.

You may alternatively choose to activate or deactivate all fields. This is sometimes helpful if your connector has many fields and you'd only like to turn on a few.

7. Use the search bar at the top to filter fields.

Type a field in the search bar to quickly locate it.

8. Reorganize the field order by dragging and dropping the name of the field.

Reorganize the field order by dragging and dropping the name of the field.

9. The interaction will display only the fields selected, in the order you prefer. The example below is taken from a Zendesk integration. First, notice the activated tabs. The details displayed in the Interactions page match what you selected in your Interactions Settings.

(Details Fields)

(Interactions Page)

Congratulations! You’re ready to see the information you need most from your interactions. Want to review something in this section?

Playvox Integrations: Basic Information

Playvox Integrations List

Creating Customer Interactions Filters

Selecting Customer Interactions

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