You can import all your customer conversations from Liveperson  into Level AI to gain valuable insights. With the Liveperson - Level AI integration, conversations will be ingested from your Liveperson instance into Level AI in a systematic, periodic manner. 

Retrieving your access token details from Liveperson

Before you begin your Liveperson-Level AI setup, you will need to:

• Log in to your Liveperson instance and open this page. Follow the steps mentioned in the page to create a new app.

• Follow the steps mentioned in this page to generate your client details.

• Once you have received all the details, you must complete the remaining steps in the Level AI app.

Setting up your Liveperson integration

1. Login to your Level AI tenant as an Admin. In the left sidebar, navigate to Settings > Integrations screen.

2. Under the Available section, click Liveperson.
   
   
   
   

   

   
   
   
   
   

3. Click Install to initiate the set up process. You can click the hyperlink for step-by-step guidance on setting up the integration.
   
   
   
   

   

   
   
   
   
   

4. Enter the Client Key, Client Secret, oAuth token, Token Secret, Account ID, and Domain you received from Liveperson (as per the steps of the earlier section) into the authorization form and click Authorize.
   
   
   
   

   

   
   
   
   
   

5. Select the channels of conversation that you want to import from Liveperson. Click Finish to complete the setup. 
   
   
   
   

   

   
   
   
   
   

6. Once the integration has been successfully configured, the app will be displayed in the Installed section of the Integrations screen.
   
   
   
   

   

• By default, the Level platform will ingest data from the past 30 days. If you want to change this to a duration of your choice, please get in touch with your Level AI AE/CSM.

• Once the ingestion is complete, you can choose to run either an hourly or a daily cron job that will synchronize data across this integration. 

Pausing data ingestion

If you want to momentarily pause data ingestion,

1. Navigate to Settings > Integrations. Under the Installed section,  click the Liveperson icon to open your Liveperson integration.
   
   
   
   

   

   
   
   
   
   

2. Click Settings.
   
   
   
   

   

   
   
   
   
   

3. Using the toggle, deactivate the desired channel(s) and click Update. 
   
   
   
   

   

Uninstalling your Liveperson integration

NOTE

This is an irreversible process. The integration will be uninstalled by removing the authentication between Level AI and Liveperson. All ongoing and scheduled data ingestions will be terminated until re-installed.

If you want to uninstall your existing Liveperson integration,

1. Navigate to Settings > Integrations. Under the Installed section,  click the Liveperson icon to open your Liveperson integration.

2. In the screen that appears, click the More Options icon. In the list that is displayed, click Uninstall.
   
   
   
   

   

   
   
   
   
   

3. Click Yes, Uninstall to confirm.
   
   
   
   

   

HELP & SUPPORT

For any help related to the integration, do reach out to us at support@thelevel.ai.