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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 over a week ago

Role: Admin, Account Manager

How do I set up my Klaus account?

In order to set up your Klaus account:

  • 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 Show advanced options to manage advanced settings that mask customer data, ignore specific content and hide sensitive data fields.

  • Select the Retention period.

  • Click Add Connection to integrate your help desk with your Klaus account and add it to the relevant Workspace(s). The integration starts. We will import the last 24 hours of data from your help desk connection.

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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