Create a custom card in Dixa to display data from FactBranch in your Dixa conversations.
In this article you'll learn:
In the FactBranch Flow dashboard click on Create Flow and then select Show data in a Dixa custom card. This creates a Flow with a Dixa custom card trigger.
Click on Config next to the trigger block to get to the trigger config page.
The first step will be to collect real-world test data for this Flow. In the Incoming data box activate Record requests.
We're now ready to set up a custom card in Dixa to display FactBranch.
On the Dixa Custom Card trigger page in FactBranch, you'll find the steps to create a custom card in Dixa. Here is how that works:
In Dixa, go to Settings > Manage > Integrations > Configure custom cards.
Click on Add custom card to create a new custom card.
Enter a title for this custom card. For example FactBranch.
Copy the following items from the FactBranch trigger page to the Dixa custom card:
Finally, click Save changes. You will now see the FactBranch custom card in the conversations sidebar.
Open a conversation in Dixa. Make sure the FactBranch custom card is being loaded. You might have to click on FactBranch under Integrations to open the custom card. The FactBranch card should be empty, but should not display any errors. If it does and you're unsure what to do, please do reach out to firstname.lastname@example.org anytime.
Head back to the trigger config page in FactBranch and click reload. You should see at least one request in the list of Incoming data.
Click on one recorded request to show its content. To use that particular data as incoming data for this Flow, click on Use as test data. The trigger's test data below will update.
Don't forget to deactivate Record requests again once you're finished collecting test data.
You can now set up the rest of the Flow by configuring existing nodes or adding more nodes to the Flow.