Admin Guide

Highrise


This app integrates information from the Highrise contacts tracking service into your agent interface.

  1. Go to Apps and click Highrise, then click Install.
  2. Enter the Highrise API URL: this is just the web address of your Highrise account, e.g. https://acme125.highrisehq.com.
  3. Enter the Highrise API Token from Account & Settings > My Info > API Token:

../_images/highrise-authentication.png

  1. Select which of the two Highrise widgets you want to enable:

    • The ticket widget adds a Highrise tab on tickets, providing a quick link to Highrise information.

      ../_images/highrise-ticket-widget.png

    • The profile widget adds a Highrise section when viewing a user’s profile from the agent interface.

      ../_images/plugins-highrise-userprofile.png

  2. Click Install App.

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