Integrating LiveAgent

Capabilities

DataGrail's LiveAgent integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• LiveAgent User Role: Admin

Create an API Key

1. Log in to LiveAgent.
2. On the left-side panel, select Configuration, System, and then API.
3. Under API, select Add API Key and then Create.

API Key Configuration

Name: DataGrail Privacy Compliance

Expiration Date: 2030-01-01

Whitelist: N/A [leave blank]

Privileges: Select All

4. Copy the newly created API Key.
5. Locate your account Subdomain (between https:// and ladesk in the LiveAgent URL)

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for LiveAgent.
2. Enter the newly created API Key and Subdomain.
3. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous