Connect EKM and AgentX to Build Intelligent Automations

Choose a Trigger

EKM

When this happens...

Choose an Action

AgentX

Automatically do this!

Ready to use EKM and AgentX automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Runs when a new customer is created.

New Order

New Order

Trigger when new order is created in your account.

New Product

New Product

Trigger when new product is created in your account.

New Conversation

New Conversation

Triggers when New Conversation Started With an Agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

New Agent

New Agent

Triggers when a new agent is created.

Do thisActions

Action is the task that follows automatically within your EKM integrations.

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

Update Product

Update Product

Update the details of an existing product.

Create Conversation With Agent

Create Conversation With Agent

Start a new chat with an agent

Start Chat And Send Message

Start Chat And Send Message

Start chat and send message

Send Message to Conversation

Send Message to Conversation

Send a message from Agent

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Frequently Asked Questions

How do I start an integration between EKM and AgentX?

To start, connect both your EKM and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in AgentX (or vice versa).

Can we customize how data from EKM is recorded in AgentX?

Absolutely. You can customize how EKM data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EKM and AgentX?

The data sync between EKM and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EKM to AgentX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EKM and AgentX?

Yes, you can set conditional logic to control the flow of data between EKM and AgentX. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.