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Elasticsearch Integration

Introduction 

Seamlessly connect Elasticsearch with Worxmate to streamline customer service operations while aligning them with your business objectives. By integrating Elasticsearch’s powerful features—Knowledge Base Management, Document Management, Communication Management, and Client History—with Worxmate, you can enhance client interactions, boost team productivity, and drive exceptional customer experiences. 

Key Benefits of Integration: 

✅ Optimize client interactions with automated workflows. 

✅ Track and manage customer support metrics aligned with business goals. 

✅ Enhance collaboration between service teams and other departments. 

✅ Generate actionable insights by combining customer service data with strategic objectives. 

 

Integration Setup

Authentication

To configure the Elasticsearch Integration in Worxmate, follow these steps: 

1️⃣ Log in to your Worxmate account. 

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2️⃣ Navigate to Settings from the main menu. 

3️⃣ In the Integrations section, locate and select Elasticsearch. 

4️⃣ Click “Configure” and enter the following details 

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Click “Configure” and enter the following details: 

  • API Token 
  • Domain 
  • Connection Name 

 

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you will see that your connection has been successfully added. 

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Go to the OKR section, add an Objective and Key Result, and enable Auto Check-in. 

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Auto Check-In Setup

1️⃣ Select Elasticsearch from the Auto Check-in section. 

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2️⃣ Choose your Query and retrieve the desired value. 

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Your check-in will now be visible under Key Results. 

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By integrating Elasticsearch with Worxmate, you ensure a smooth workflow, better customer insights, and data-driven decision-making for your business.