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Setting up a customer connection

You can have one customer connection configured for each inbox. You can have the same endpoint configured as a customer connection in multiple inboxes. However, you can have no more than one per inbox.

Configure the customer connection in Yetto

To set up your customer connect:

  1. Go to the settings page of the inbox where you'd like to set up the customer connection.
  2. Click the Customer Connecion link in the left sidebar.
  3. Click "Create connections".
  4. On the following screen, copy the signing secret that we show you. It will not appear if you revisit this page, so be sure to copy it and save it somewhere safe (such as LastPass or 1Password) before doing anything else.
  5. Did you save the signing secret? If not, do that now.
  6. Enter the URL of the endpoint you set up with your backend application or service in the "Customer connection URL" field.
  7. Click the "Test" button to send a test request to your endpoint. This request includes a challenge value that must be returned within three seconds in order to continue.
  8. Once the challenge is returned on time and correctly, you can click the "Create new connection" button to complete the setup process.

You're done! Now when you view a conversation in your inbox, we'll make a request to your configured URL. The data you return to us will be displayed in the right sidebar of the conversation.

If the data does not appear in the right sidebar as you expect, or if you want to refresh the connection while viewing a conversation, click the refresh icon next to the "Customer connection" heading in the sidebar.