# How to connect Gladly

End-user setup guide. Audience: a Gladly Administrator at the customer.

Oversai reads your closed Gladly conversations — the messages and internal
notes, the topics, the inbox and the agent who handled them — so they can be
scored, coached on and reported against. It also reads your published Gladly
Answers into the Oversai knowledge base.

Who does this

Gladly Administrator

Time needed

About 10 minutes

Access granted

Full Gladly API access for one dedicated user; Oversai only reads

Auth method

User email + API token


BEFORE YOU START

 * A Gladly account with the Administrator role, to create the user and give it
   API access.

 * Your Gladly organization: the part before .gladly.com in the address you sign
   in at. For mycompany.gladly.com, the organization is mycompany.

 * An Oversai account with Admin access.

 * The API token is shown only once, so have somewhere safe to paste it.


STEP 1 — CREATE A DEDICATED API USER

Settings > Users

Add a user for Oversai (for example oversai@mycompany.com), select the API User
permission and keep the user's Agent role. Accept the email invitation within 24
hours and sign in as that user.

A dedicated user keeps Oversai's activity separate in your audit trail, and
keeps the connection alive if a person leaves: deactivating the user a token
belongs to stops that token working.

Gladly API tokens have no scopes or read-only option: a token can make any API
request the API allows. Oversai only ever reads, and only the following:

Oversai reads

What it powers in Oversai

Conversations and their messages

The interaction list, status, custom attributes and the transcript. Required —
without it nothing syncs.

Events

Finding the conversations that closed since the last check. Required.

Agents

The agent's email on each interaction, which matches it to an Oversai user and
team.

Topics

The Topics filter and the topics on each interaction.

Inboxes

The Inbox filter.

Answers

Your Gladly knowledge base, copied into the Oversai knowledge base so AI
evaluations and assistants can use it.

Data exports

Recovering conversations older than one day, when you ask Oversai support for
it.


STEP 2 — CREATE THE API TOKEN

More settings > API Tokens > Create Token

Signed in as the API user from step 1, click Create Token (upper right) and copy
it from the Token column. The menu item only appears for a user with the API
User permission. Rename the token from New Token to Oversai by clicking its
name, so it is easy to find later. In newer Gladly versions the page is under
Settings > App Developer Tools > API tokens.






STEP 3 — CONNECT IN OVERSAI

Oversai > Data > Integrations > New Integration

 1. Choose Connect to Gladly.

 2. Fill in the three fields below.

 3. Save.

Field

What to enter

Organization

Your Gladly organization — mycompany for mycompany.gladly.com. Not the full URL.

Email

The email of the API user from step 1 — the user that owns the token.

API Token

The token from step 2.






WHAT HAPPENS AFTER YOU CONNECT

The first conversations appear within about five minutes. That first sync
reaches back one day; Oversai support can recover up to 14 days on request.
After that Oversai checks every five minutes and picks up each conversation once
it is closed — open conversations are not imported.

Oversai never creates, edits, closes or replies to anything in Gladly. Revoke
access at any time by deleting the token on the API Tokens page or deactivating
the API user; syncing stops at the next check and data already in Oversai is
unaffected.


IF SOMETHING ISN'T WORKING

What you see

Most likely cause

Fix

Connection saves, no conversations arrive

The organization was entered as a full URL, the email isn't the token's owner,
or the token was mistyped.

Enter just mycompany, use the API user's email, and re-copy the token (create a
new one if it's lost).

Conversations arrive without an agent, or not under the right team

The agent's email in Gladly differs from their email in Oversai.

Make the emails match; new conversations are matched from then on.

Syncing was working and then stopped

The token was deleted or the API user was deactivated.

Create a new token for an active API user and update it in Oversai.