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Setting up your Klaus account
Setting up your Klaus account

For Admins & Account Managers

Daniel Figueiredo avatar
Written by Daniel Figueiredo
Updated this week

Role: Admin, Account Manager

Welcome to our (feline) family! Let's set up your account and get cracking on those conversation reviews.

How to set up an account on Klaus:

  • Click Sign up at the top right corner.  The signup screen opens. 

  • Use your Google account, Slack account or email address to sign up. You will be immediately prompted to connect your help desk to your Klaus account.

  • Select your help desk from the Service dropdown. 

  • Select from when you want to pull conversations into Klaus in the Pull in conversations from... dropdown.

  • Enter a name for the integration in the Name field.

  • Enter your customer service subdomain in the Subdomain field.

  • Enter your Email and customer service API Token, if required with the selected help desk service provider.

  • (Optional) Click Advanced to manage advanced settings that mask customer data, ignore specific content and hide sensitive data fields.

  • Click Add Connection to integrate your help desk with your Klaus account. The integration starts.

See here for a guide on how to connect your specific help desk tool to Klaus.

Next up you should set up your rating categories and scorecards.

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