By enabling the Kontak-Shepherd integration you will enable a real-time data flow from Shepherd into Kontak Retriever, allowing you to utilize Kontak Retriever as a tool for your CSRs.
To do so you will need to do 2 things:
Note: if you have multiple locations and wish to integrate just one with Kontak Retriever, please make sure you explicitly state which location we are connecting. Every location has a unique ID, and if we’re integrating multiple locations, each one will be connected to a separate instance of Kontak Retriever.
1. Enable Kontak integration from Shepherd’s integrations panel.
To do so you will need to log into your Shepherd account, navigate to the Admin section, and choose the Integrations option. You will see a list of integrations available. Please find Kontak in the list, click on it, and toggle “enable integration” on the right-hand side.
2. Provide the Kontak team with:
Your Clinic ID
When Kontak receives these 2, we will take care of everything else from our end, and once the integration has been completed, you will receive login credentials for each location separately.
Simply navigate to https://retriever.getkontak.com/ and use them to log in.