Connecting OpenAI

Here’s a detailed instruction on how to connect OpenAI to Quidget:

1. Open platform.openai.com/api-keys website and log in or create a new account for your OpenAI bot

2. On the API keys section click the “Create new secret key” button

3. Create a Name of your new Secret key and click the “Create secret key” button

4. Click the “Copy” button to save the generated API secret key
5. Click the “Done” button

6. Go to the Quidget, to Connecting OpenAI interface, and paste the copied API key

7. Go to the Settings section, to the Organization subsection
8. Copy Organization ID

9. Go to the Quidget, to Connecting OpenAI interface, and paste the copied Organization ID. Click on the “Connect” button

10. Go to the Flow and create a new Node with the “Message” action
11. Under the typing field activate the “Use AI” checkbox

AI Assistants setup

Assistants offer users a range of functionalities, including answering questions, providing information, setting reminders, managing schedules, and performing various tasks through voice or text commands. They can help with decision-making, provide recommendations, and assist in navigating technology and services. Essentially, they streamline interactions with technology and enhance productivity by efficiently handling routine or complex tasks.

Creating OpenAI Assistant

You can create your own personal assistant and customize it to your specific needs. You can do this either directly in your OpenAI platform account or through the OpenAI integration in Quidget.

Through the OpenAI platform

1. Log in to your account platform.openai.com 
2. Go to the Assistants tab and create a new one with the parameters you need filled in 
3. Go to the OpenAI Quidget Integration on the Assistants tab and select the one you need 

Through integration into Quidget

1. Go to the Assistants tab 
2. Click the “New Assistant” button 
3. In the window that opens, enter all the parameters of the Assistant you need and close the window by clicking the side of the window (the newly created Assistant will already be in your list of Assistants) 

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Here’s a detailed instruction on how to connect QCRM to Quidget:

1. Open qcrm.supportyourapp.com website and log in or create a new account for your QCRM bot

2. Click on the Hamburger menu in the upper left corner

3. Go to the Integrations section in the Hamburger menu

4. On the Integration page, click the “Add” button

5. In the General section, select the “qbot2” integration from the drop-down list

6. In the General section, create an Integration Name and select Company from the drop-down list

7. In the Product section, activate the Select Product radio button

8. After saving the changes, go to the newly created integration and take the System ID from the URL field (currently the ID is displayed only after saving the integration with all data, so you can take any number to start with, and change it after saving the integration)

9. Go to the Connecting QCRM interface and paste the copied System ID (currently the ID is displayed only after saving the integration with all data, so you can enter any number to start with, and change it after saving the QCRM integration)

10. Ask the QCRM team members for the Secret Key and other necessary information as needed. Insert the received Secret Key in the QCRM Connecting interface and click on the “Connect” button

11. Click on the “Settings” button of the QCRM integration and copy the Integration ID

12. Go to the newly created QCRM integration and paste the copied ID into the Token field, in the Integration Settings section

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Here’s a detailed instruction on how to connect CoSupport to Quidget:

1. After registering on the quidget.ai, go to the “Settings” section of the bot. Proceed to the “Integrations” tab and click the “Connect” button for the CoSupport integration.
2. In the pop-up that appears, click the “Connect” button. You can also change the integration password if you wish

3. Once the integration is connected, click the “Settings” button for it and go to the “Knowledge Base” tab.
4. Create a “New Project” to continue configuring the integration further

5. After choosing the project name, click the “Create” button
6. Once the project is created, you can add document(s) to it to train the system with your information. Click on the File icon and Enter the Document name and Text for training AI. You can also upload a prepared file with the data you need (supported formats: *.txt, *.docx, *.xlsx, *.csv)

7. After making all the necessary changes, save them by clicking the “Save changes” button.
8. Next, you need to go to the Flow section and create a new Node by selecting the CoSupport Action.
9. Choose the project you require (there may be several), and the Node to which the flow bot will proceed after the interaction with CoSupport ends. Set “Timeout” to 0, and leave “Go to node” blank

10. For the integration to function properly, it is necessary to create an additional starting node to prepare a question for the AI. The “Timeout” should be set to 0, and the “Go to node” action should lead to a node with a CoSupport action

11. After completing the CoSupport AI integration setup, you can test its functionality by launching the corresponding Node in the Live Chat preview

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Here’s a detailed instruction on how to connect Zendesk to Quidget:

1. Open Zendesk website and log in or create a new account
2. After authorization/registration, go to the Admin panel from the Zendesk Products menu

3. Expand the Apps and integrations section, select the APIs subsection, and go to the Zendesk API page

4. On the Zendesk API page, agree to the terms of use and the Application Developer and API License Agreement, and click the “Get started” button

5. In the Settings tab, turn the switch to Enabled and click the “Add API token” button

6. After your previous steps, an API token will be created.
   Please note that you have only one opportunity to copy it, so be sure to save your API token!
   After successfully copying and saving the token, click the “Save” button.

7. Go to the Zendesk integration settings in the Quidget interface and click the “Connect” button

8. In the dialog box that opens, fill in the following information:
   • Account email – the email address of your Zendesk account
   • Token – the API token that was generated in the previous steps
   • Subdomain – take it from the link https://{subdomain}.zendesk.com of your account
   After filling in all the data, click on the “Connect” button.
   Then go to the Credentials tab and click the “Set” button in the Webhook URL field!

9. After connecting the Zendesk integration, if necessary, you can verify the entered data in the Credentials tab and save the changes

How to set up Quidget Flow to work with Zendesk

1. After successful Freshchat integration, go to the Flow page

2. Move the mouse pointer over any node and click the “+” button – Create a new node

3. Click the edit button to go to the node settings
4. In the open node, click on the “+ Add action” button

5. From the opened action menu, select Human Takeover

6. In the Human Takeover action, select the channel through which the messages should be sent

7. In the Human Takeover action, in the Message field, write the text that will be shown to the customer before connecting to the agent

8. Pair the created node containing the Human Takeover action with the flow you need

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Here’s a step-by-step guide on how to connect Freshdesk to Quidget:

1. Open the Freshdesk website and sign up or log in to your account.
2. After confirming your account via email, go to your Profile Settings by clicking on your avatar in the top-right corner of the Freshdesk dashboard.

3. In the profile menu, click Show API Key.

4. Copy the key — you’ll need it to connect Freshdesk to Quidget.
   ⚠️ Note: Keep your API Key secure.
5. From your browser’s address bar, copy your Freshdesk Subdomain from the URL — it looks like: https://{your-subdomain}.freshdesk.com
6. Open the Freshdesk integration settings in the Quidget interface and click the Connect Freshdesk button.

7. In the dialog that opens, fill in the following fields:
   • API Key — paste the API Key you copied earlier
   • Domain — paste your Freshdesk subdomain URL, e.g. yourcompany-name

8. Click Connect to complete the integration process.
9. After connecting Freshdesk to Quidget, you can verify or update your credentials at any time in the Credentials tab of the integration settings.

How to set up Quidget Flow to work with Freshdesk

1. After successful Freshdesk integration, go to the Flow page

2. Move the mouse pointer over any node and click the “+” button – Create a new node

3. Click the edit button to go to the node settings
4. In the open node, click on the “+ Add action” button

5. From the opened action menu, select Human Takeover

6. In the Human Takeover action, select the channel through which the messages should be sent

7. In the Human Takeover action, in the Message field, write the text that will be shown to the customer before connecting to the agent

8. Pair the created node containing the Human Takeover action with the flow you need

Once connected, your Quidget AI chatbot will be able to automatically create support tickets in Freshdesk for unresolved issues — ensuring a seamless transition between automated and human support.

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Before You Start

If you are using any other Freshworks product other than Freshchat, you need to take the following steps:

1. Log in to your system (for example, Freshdesk Omni).
2. Click on the Freshworks Switcher menu.

3. Select Freshchat from the list of available products and go to it.

4. Then continue using the following connection instructions ⬇️

Here’s a step-by-step guide on how to connect Freshchat to Quidget:

1. Open the Freshchat website and sign up or log in to your account.
2. After confirming your account via email, go to the Admin Settings section in the Freshchat dashboard.

3. In the Admin Settings, find and open the API Settings section.

4. In “API details for chat” section click Generate Token for Your API Key and Copy after creation. This token will be used to connect Freshchat to Quidget.

5. Copy Your chat URL — you’ll also need this for the integration.
6. Open the Freshchat integration settings in the Quidget interface and click the Connect Freshchat button.

7. In the dialog that opens, fill in the following fields:
   • API Key — paste the Your API Key you generated earlier
   • Domain — paste Your chat URL

8. Click Connect to complete the integration process.
9. After connecting Freshchat to Quidget, you can verify or update your credentials later in the Credentials tab if needed.
10. In the Freshchat integration in the Quidget, on the Credentials tab, copy the Webhook URL by clicking on the link.

11. Go to the Admin Settings section in the Freshchat dashboard and search “API”. And open the Conversation Webhooks.

12. In the Webhook input field, paste the webhook you copied from the integration into the Quidget and click Save.

How to set up Quidget Flow to work with Freshchat

1. After successful Freshchat integration, go to the Flow page

2. Move the mouse pointer over any node and click the “+” button – Create a new node

3. Click the edit button to go to the node settings
4. In the open node, click on the “+ Add action” button

5. From the opened action menu, select Human Takeover

6. In the Human Takeover action, select the channel through which the messages should be sent

7. In the Human Takeover action, in the Message field, write the text that will be shown to the customer before connecting to the agent

8. Pair the created node containing the Human Takeover action with the flow you need

Once connected, your Quidget AI chatbot will be ready to hand off unresolved queries directly into your Freshchat inbox!

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Here’s a detailed instruction on how to connect Calendly to Quidget:

1. Go to the Calendly integration settings in the Quidget interface and click the “Connect” button

2. You’ll be taken to the Calendly login page.
   Log in to your account in a way that’s convenient for you

3. After logging in to your account, you’ll see a window about Connecting to Calendly. Click on the “Connect to Calendly” button

4. After clicking, the integration of your Calendly account with Quidget will happen automatically, and you will be redirected to the integration page in the Quidget interface, where the status will be “Connected”

Enjoy using it! 😉

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