Custom action settings

Set up a custom action to call an API endpoint and retrieve important data to integrate it with CX.

Note: If you experience difficulty calling the APIs, please contact Alida Technical Support.

1. Click the App Drawer and select Actions.
2. In the navigation bar, click Product Settings > Custom Actions.
   
3. In the Custom Actions Setting page, click New Custom Action.
4. Type in an Action Name to identify the action in the rules engine.
5. Select the one of the following methods in the Endpoint list.
   • POST: Creates a new entity.
   • PUT: Modifies an existing entity.
6. In the Authentication tab, select one of the following options.
   • If authentication is not required to access the API, select None.
   • If authentication is required to access the API, select Basic.

     A Username and Password is required.

7. In the Request Body, enter in the JSON fields.
8. Click Test to validate if the API call is successful.
   If the test succeeds, the Test Result section appears with responses in the Full Response tab.
9. Click Save.

After setting up the custom action in Product Settings, navigate to CX and create a custom action in the rules engine.

Parent topic: Rules engine