This guide will show you how to register an Ocelot Interactions Source Format in Ocelot.
- In the Ocelot Admin Portal, Under the Integrations dropdown, select Applications.
- In the Slate Integrations box, select Enable
- On the General tab, enter the following fields.
- In the User ID and Password fields, enter the requested information.
Please refer to the Step 3- Set up Ocelot / Slate Integration: Installing Interactions Source Format article.
- In the Base Slate Query field, enter the Web Services URL that points to the Get Queries Query.
Please refer to the Step 1 - Set up Ocelot / Slate Integration: Installing Get Queries article.
- In the Contact Lookup Query field, enter the Web Service URL that points to the Contact Lookup Query.
Please refer to the Step 2 - Set up Ocelot / Slate Integration: Installing Contact Lookup Query article.
- In the Source Format Query field, enter the Web Service URL that points to the Ocelot Interactions Source Format.
Please refer to the Step 3- Set up Ocelot / Slate Integration: Installing Interactions Source Format article.
- In the User ID and Password fields, enter the requested information.
- Select Save.
- On the Interaction Push tab, toggle the interactions that you would like pushed to Slate to On.
- The Interaction SMS toggle will push 1:1 texts and campaign messages.
- The Interaction Chatbot toggle will push chatbot interactions and inquiry form responses.
- The Inquiry Form must be enabled on the Behavior Settings tab and include email and phone number questions.
For information on how to set up the inquiry form, review the Behavior Settings: Inquiry Form article.
- The Inquiry Form must be enabled on the Behavior Settings tab and include email and phone number questions.
- Select Save.
Continue on to Step 5 - Set up Ocelot/Slate Integration: Creating a Saved Query in Slate to set up the Saved Query.
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