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Create a Talkdesk OAuth Application

Create an OAuth application in Talkdesk to obtain your Client ID and Client Secret.

1

Sign in to Talkdesk Admin

Sign in to your Talkdesk account with administrator credentials.

  • Navigate to Admin in the top navigation menu.
  • Go to Integrations.
2

Create OAuth Credentials

In the Integrations section, create new OAuth credentials for the StackOne integration.

  • Click Add Integration or navigate to the API section.
  • Set the Callback URL to the one shown in your Connector Profile
  • Select the required scopes for your integration.
3

Configure scopes

Enables actions: Attribute Details, Attributes Categories List, Create A New Attribute, Create A New Attribute Category, Create Or Duplicate Campaign, Create Prompt, Creates A New Report Job, Creating A Case, Delete A Contact By Id, Delete A Prompt, Delete Campaign, Deleting Cases Softly, Get A Contact By Id, Get A Prompt Detail By Its ID, Get Account Details, Get Call Recordings List, Get Campaign Details, Get Contacts List, Get Job Report Execution Details, Get Job Report Execution Result, Get List Of Users, Get Report Jobs By Type, Get User Details, Getting A List Of Cases, Getting Case Details, List Attributes, List Campaigns, List Prompts (audio Files) From Studio Flows, List Queue Users, List Queues, Partially Updates The Prompt, Remove Association Of Users To An Attribute, Update An Attribute, Update Campaign, Updating A Case

Select the OAuth scopes required for the integration.

4

Copy credentials

Copy the Client ID and Client Secret from your Talkdesk integration settings.

  • Copy the Client ID.
  • Copy the Client Secret and store it securely for use later.

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Talkdesk:
1

Open the connector

Log in to StackOne, open Connectors, and select Talkdesk.
2

Choose actions and events

  • Click Add Profile.
  • If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0.
  • Select the actions, and any events, to enable for this Connector Profile.
  • Click Continue.
3

Set up authentication

  • Select Authentication Type as OAuth 2.0.
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
  • Click Create Profile.
Congratulations! The new Connector Profile now shows up on the connector page. If you created it as a project member rather than an admin, it starts disabled until a project admin enables it. You can now continue to Link Accounts for Talkdesk.