Credentials

The credentials are a set of information that usually include a username, password, token, or API key. They are essential to authenticate and establish a secure connection between the omnichannel platform and various services, such as email, WhatsApp, and CRMs like RD Station. In this guide, you will learn what credentials are and how to use them to facilitate integration and optimize communication.

How to use credentials in Studio Hablla to integrate services

• Connect to the service: they ensure that the omnichannel tool has authorized access to the external service.

• Secure data exchange: with the correct credentials, the platform can send and receive data such as messages, lead information, and customer data securely.

• Process automation: by connecting the platform to other services, credentials enable the automation of tasks, such as sending automatic messages, recording interactions, and tracking leads in a CRM.

It is worth remembering that each service (such as WhatsApp, email, and RD Station) usually requires different types of credentials, as each has its own security and authentication rules.

Step-by-step to configure credentials in Studio Hablla

1. Once logged into your account, go to the Studio. In the upper right corner of the screen, next to the initial of your name, you will find the Settings (gear) icon. Click it to open the settings menu.

2. On the left side of the screen in the Settings menu, locate the Credentials.

3. On the left side of the screen, click + New Credential. This will allow you to set up a new external connection, enabling the sending and receiving of data, as well as task automation.

4. Select the type of credential you want to create, based on the service you want to integrate, such as email, WhatsApp, website, among others.

4. Enter the information required for the credential you chose and then click Save.

See how easy it is? Done! Your credential has been configured in Studio Hablla. Now you can manage the connection to the selected service, making communication and process automation easier.