Role: Admin, Account Manager
Connecting your Dixa account to Klaus couldn't be easier. Just follow these steps:
When signing up, you will be asked to connect your help desk. The first step is to choose Dixa from the list of our integrations.
Give your Connection a name (useful in case you add multiple connections in future).
Add your Dixa subdomain and API token and click continue.
You will then be taken to Dixa where you are asked to give Klaus authorization to access your account.
That's it! We will start syncing conversations from your Dixa account. This may take some time depending on the options you selected. You can contact Support if you have any questions.
If you wish to connect more than one instance of Dixa or another software, you can do that in Account Settings > Connections once you enter Klaus.
When connecting Dixa, you can also have some addition security options which allow you to stop some specific information and conversations being synced with Klaus. You can see more on this here.