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Connect with your Tacton CPQ account

Use the Bearer token of an existing Tacton CPQ Administration user that has
permission to manage tickets and product modeling data.

1

Find your instance URL

Your Tacton CPQ instance URL is the host your organization uses to sign
in to Tacton CPQ Administration. Enter it without the https:// prefix.

  • Format: {subdomain}.tacton.cloud
  • Example: your-company.tacton.cloud
2

Enter your Bearer token

Enter the Bearer token issued for a Tacton CPQ Administration user
account authorized to manage tickets.

1

Connect

  • Click Connect.
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup.
2

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.