Table of contents

Introduction

By connecting Gladly to Siena, you're setting the stage for a seamless operation that enhances customer service through AI automation. In this guide, you'll discover the steps to integrate these platforms efficiently. Our goal is to ensure that you can take advantage of this integration with ease, improving your customer service experience.

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Steps for integration

Step 1: Initialize Integration

In Siena, go to Channels → Gladly → Add Account, then the prompt will show you a unique email address.

You’ll log in to your Gladly integration and invite this email address as a user with an API User and Agent permission assigned to it

<aside> 💡 Email address**: <EMAIL GENERATED ABOVE>** Name**: Siena AI Assistant** Role**: API USER and Agent**

</aside>

Step 2: Invite and accept the user (SIENA USE ONLY)

An email will be sent to our [email protected] email, which we have to verify and create the user.