How to enable Capacity CRM on a merchant.
Capacity offers a robust CRM tool designed to help businesses automate customer support and improve customer interaction. Its AI-driven platform includes features like automatic ticket resolution, knowledge management, and process automation, streamlining customer service workflows.
Features
✅ Just In Time A customer will be looked up within Capacity when it is not found within the merchants Authvia customer record set.
Resources
Configuration
- Register for a Capacity account through their website.
- Log in to the Capacity platform and configure your dashboard to align with your business's customer service workflows.
- Integrate Capacity with other business tools using API keys found under account settings.
- For complete setup and integration instructions, visit the Capacity Developer Portal.
This table describes the required or possible attributes needed to configure a merchant product for this type.
Name | Type | Description | Rules |
---|---|---|---|
apiKey | string | This is the key used for API authentication with Capacity's services. You can obtain it by registering and creating an application within the Capacity developer portal. Examples: your_api_key_here. | |
host | string | The host URL for making API requests to Capacity. This will be the base URL for all API interactions. |
Enabling this Product
Using create-merchant-product API you can add a new product to your merchant record. Below is an example configuration for the payload of that request.
{
"line": "customers",
"product": "crm",
"provider": "capacity",
"config": {
"apiKey": "your_api_key_here"
}
}