Connecting YCLIENTS

Integration gives ChatRex access to YCLIENTS affiliates, services, employees, resources, schedules and records. The connection itself does not start operations: after authorization, add the necessary actions to the bot.

Before connecting n

Use a YCLIENTS account with rights to the relevant branches and data. If rights are insufficient, some organizations or operations may not be displayed.

Connection

1. Open Integrations.
2. Press Connect integration.
3. On the Data Sources tab, select YCLIENTS.
4. Open the Connect tab and press Connect.
5. On the YCLIENTS page, log in to the desired account and confirm access.
6. After returning to ChatRex, make sure that the integration status is Connected.

After successful authorization, a user ChatRex - an AI-based chatbot can appear in the YCLIENTS user list.

Set-up of action

Open Actions YCLIENTS and set up operations in a secure sequence: obtaining a branch and services, selecting an employee or resource, checking a schedule and only then creating or changing a record.

Verification

Use a test client first. Check the search for services and free time, then create a record and make sure that it appeared in the right branch, with the right employee and at the chosen time.