How to connect monday

Once monday is connected, the agent can update board items and statuses and log calls on them.

1. Open the user menu, choose "Workspace settings" and then "Integrations"

2. Go to the "Integration library" tab and click "Connect" on the monday card

3. In monday, click your profile picture and choose "Developers"

4. Open "My access tokens", click "Show" and copy your personal token

5. Back in Direnium, paste the token into the "API key" field

   

6. Click "Save connection"

   The connection shows on the "My connections" tab with the status "Connected".

What can I do once it is connected?

• Update the board after every call.
• Call the leads that come into the board.
• Add a board as a knowledge source for the agent.