Manage Gladly topics and conversation routing via API

domain: developer.gladly.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate with HTTP Basic Auth using your Gladly API username and password, or an API token as documented in the Gladly developer portal, against your account's API base URL.
  2. List existing topics with GET /api/v1/topics — topics in Gladly represent conversation categorization and are used to route conversations to the appropriate agent group.
  3. Create a new topic with POST /api/v1/topics, supplying 'name' and any required configuration fields such as associated inboxes or routing rules as specified in the Gladly API reference.
  4. Assign a topic to a conversation by updating the conversation with a PATCH request to /api/v1/conversations/{conversationId} and setting the 'topicId' field.
  5. List agent groups (Gladly calls them 'teams') with GET /api/v1/teams and create or update a team to control which agents handle conversations routed by a given topic.
  6. Test the routing by submitting a new conversation through a connected channel, assigning the topic via API, and confirming the conversation appears in the correct team's queue in the Gladly agent UI.

Known gotchas

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