1. From your Kustomer dashboard, please Visit Settings > Security > API Keys

2. Create a new API Key with the following settings

Name - Chatdesk
Expires - No Expiration
Roles - org.user
            org.hooks
            org.tracking
            org.admin

3. Copy the new API Key

4. In a separate tab, please open your Chatdesk Trends dashboard. From here, please visit Settings > Channels > Kustomer > Add Kustomer Account

Enter the subdomain for your Kustomer account http://YourSubdomain.kustomerapp.com

5. Paste the API Key from Kustomer

6. Copy the Webhook URL

7. Go back to your Kustomer dashboard. From here, visit Settings > Platform > Workflows > Create New Workflow

Workflow Title - Email workflow for Chatdesk

8. Add the URL copied from Trends here

9. Copy "/#steps.1" into the box highlighted below

10. Save and toggle on the workflow

11. Go back to your Kustomer dashboard. Then, please visit Settings > Platform Settings > Workflows > Create New Workflow.

Workflow Title - Chat workflow for Chatdesk

12. Add the URL copied from Trends here

13. Copy "/#steps.1" into the box highlighted below


If you have any further questions regarding the setup process, please do not hesitate to reach out to us. You can book a time slot here to meet with our customer success team to get your questions answered.

Did this answer your question?