Managing Integrations
You can carry out a number of actions in order to manage your Integrations.
Custom Integrations
Custom Integrations allow you to build an interface between your conversational assistant and a third-party API. You can collect information and then call the Integration in a Flow.
Base URLs
From the Integrations list page, hover over a Custom Integration and click the More menu on the right. Select one of the following options-
Edit Base URL - to open a Base URL for editing
Duplicate Base URL - to make a copy of a Base URL and its Requests
Delete Base URL - to permanently delete a Base URL
Edit Base URL
On selecting this option, the Base URL will open in the sidebar and be available for editing.
Any changes to the URL will be inherited by any of this Base URL's Requests. Changes to the Headers or Authentication sections will also be inherited by the Base URL's Requests by default (unless toggled otherwise in an individual Request.) For more detail, see Custom Integration Base URLs.
Click Save Base URL to save your changes.
Duplicate Base URL
On selecting this option, a duplicate of the Base URL (and all of its Requests) will be made. The copy will appear in the Custom Integrations section.
Delete Base URL
On selecting this option, you will be asked to confirm if you want to delete the Base URL (and all of its Requests, if any). Clicking OK will permanently delete the Base URL and any of its Requests. Use with caution, as references to deleted Requests in any Flows or Components will be removed.
Requests
From the the Request list page of a chosen Custom Integration, hover over a Request and click the More menu on the right. Select one of the following options-
Edit Request - to open a Request for editing
Duplicate Request - to make a copy of a Request
Delete Request - to permanently delete a Request
Edit Request
On selecting this option, the Request page will open and be available for editing. For more detail, see Custom Integration Requests.
Click Save Request to save your changes.
Duplicate Request
On selecting this option, a duplicate of the Request will be made. The copy will appear in the Requests list page.
Delete Request
On selecting this option, you will be asked to confirm if you want to delete the Request. Clicking OK will permanently delete the Request. Use with caution, as references to deleted Requests in any Flows or Components will be removed.
Template Integrations
Template Integrations allow you to quickly add pre-built interfaces between your conversational assistant and a third-party app.
Base Templates
From the Integrations list page, hover over the relevant Template Integration and click the More menu on the right. Select one of the following options-
Edit Template - to open a Template for editing
Delete Template - to permanently delete a Template
Edit Template
You may need to edit your Template after its initial creation, typically if the login credentials for the third-party app have changed.
On selecting this option, the Template will open in the sidebar and be available for editing. For more detail, see Template Integrations.
Click Save Template to save your changes.
Delete Template
On selecting this option, you will be asked to confirm if you want to delete the Template. Clicking OK will permanently delete the Template abd all its Requests. You can, of course, re-create any available Template from the list at any time. Use with caution, as references to deleted Requests in any Flows or Components will be removed.
Template Requests
From the the Request list page of a chosen Template Integration, hover over a Request and click the More menu on the right. Select the following option -
Edit Request - to open a Template's Request for editing
Edit Template Request
Templates are pre-built integrations into a third-party app or service and its Requests are not intended to require customisation. The ability to edit any of a template's Requests is still provided if required, however.
On selecting this option, the Request page will open and be available for editing. For more detail, see Custom Integration Requests (as they function in the same way to Template Requests.)
Click Save Request to save your changes.
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