Integrations
Overview
BOSSDesk Integration settings allow you to integrate with third-party applications, such as ChatGPT for AI-powered interactions, Warranty Check for asset management, TeamViewer for remote support, and Zapier for automating workflows across different apps.
Key Features
- ChatGPT Integration enables automation of ticket responses and categorization using OpenAI credentials, with access to the knowledge base for enhanced support.
- TeamViewer Integration enables remote support in BOSSDesk using a script token for authentication, enhancing IT troubleshooting.
- Zapier Integration connects BOSSDesk with other apps for workflow automation using an API key to create automated workflows.
How to Enable Applications for Automation
You can enable a third-party application like ChatGPT and Zapier to enhance customer support services.
Navigate to Settings > General > Integrations.
The Integrations page is displayed.
Click Automation. The Automation section is displayed.
From here, you can integrate ChatGPT to automate responses and Zapier to streamline workflow automation.
Step 1 - ChatGPT To integrate ChatGPT, follow the steps below.
Click ChatGPT on the Integrations > Automation page.
The OpenAI ChatGPT page is displayed.
Enter or select the required values in the fields. Please refer to the following table for field names and their descriptions.
Note: All fields marked with an asterisk (*) are mandatory.
| Field | Description |
|---|---|
| Enabled | Whether or not to activate ChatGPT for integration |
| Access token | ChatGPT credential required to authenticate access. Note that the Access token is mandatory and can be obtained from https://platform.openai.com/api-keys. |
| Organization ID | Categories of knowledge base articles accessible by ChatGPT for reference to provide automated responses |
| KB Article Categories | Categories of knowledge base articles accessible by ChatGPT for reference to provide automated responses. Note that the content of the selected categories will be shared with ChatGPT. |
| Assistant Model | Version of the ChatGPT model used |
| Assistant Instructions | Instructions that are provided to guide the behavior and responses of ChatGPT when interacting with the users |
Click Save. The ChatGPT application is successfully integrated.
Note: You can test the ChatGPT integration for its proper functioning and check if it responds as expected by clicking Test Credentials.
Step 2 - Zapier To integrate Zapier for workflow automation, follow the steps below.
Click Zapier on the Integrations > Automation page.
The Zapier page is displayed.
Press the Enable checkbox to allow Zapier to automate the workflows and click Save.
The API Key is generated.
Click Save.
The Zapier application is successfully integrated.
How to Configure Remote Desktop?
Configuring the remote desktop enables remote access to the BOSSDesk application for troubleshooting, management, and support tasks from any location.
Navigate to Settings > General > Integrations. The Integrations page is displayed.
Click Remote Desktop. The Remote Desktop section is displayed.
Click TeamViewer. The TeamViewer page is displayed.
Note: All fields marked with an asterisk (*) are mandatory.
Press the Enabled checkbox to enable TeamViewer. Enter the unique authentication key used in scripts to automate and manage remote connections without manual intervention for TeamViewer in the Script token field. Then, click Save.
The TeamViewer remote desktop is configured successfully.
How to Integrate System Warranty Check?
You can integrate your system with BOSSDesk to automate warranty checks and proactively address potential issues.
Navigate to Settings > General > Integrations. The Integrations page is displayed.
Click Warranty. The Warranty section is displayed.
Note:
- The warranty check automates warranty status retrieval for devices from vendors like Dell and Lenovo using API authentication.
- The following example illustrates a warranty check for a Dell device. Similarly, you can check the warranty for other integrated devices.
Click Dell Warranty Check. The Dell Warranty Check page is displayed.
Note: All fields marked with an asterisk (*) are mandatory.
Press the box Enabled to allow the Warranty check and enter the unique ID and password for the client in the Client ID and Client Secret fields. Then, click Save.
The warranty check is integrated successfully.
Note: You can validate the warranty check integration by clicking Test Integration.
The Test Integration dialog prompts you to enter the Serial Number.
Upon clicking Test, the system warranty information is validated.