Allow agents to connect with a single ID to multiple applications (SSO)



flag in hole Objective

Make your operators' lives easier by allowing them to connect with a single ID to multiple applications.

orange book Use case 

If the operators have to switch between several apps (including iAdvize) during their daily work, Single Sign On method has some interesting benefits :
  • Reducing password fatigue from different user name and password combinations
  • Reducing time spent re-entering passwords for the same identity
  • Reducing IT costs due to lower number of IT help desk calls about passwords

memo Process

In order to connect your agents to the iAdvize conversation panel, here are the steps you need to follow:

1. Prerequisite

Make the link between iAdvize operators ids and external ids - see article below:

2. Retrieve your SSO token (sso_key): 

  • You must systematically query iAdvize via the REST API and the “operator” resource in order to retrieve your operators SSO tokens.
Example of a query to retrieve operator information (including SSO token)


key = API Rest key (shared by your CSM)

id = id of the operator

  • Or directly from its profile in the iAdvize platform (an Admin or Manager profile is required to access this information)
NB : This method is especially useful to ensure/ verify that the SSO token retrieved via the API is the correct one

3. Use the SSO token in the following url: 
High availability platform{SSO_KEY}

That is all! When a user visits the URL, they will be automatically logged into their iAdvize account and no login/password will be requested.