Richpanel

Richpanel is the help desk software that helps you create a seamless support experience for both the customer & support teams. With KODIF, you can create and update tickets, send messages, list/add tags, and retrieve existing customer conversations.

Integration Actions

Richpanel - Create Customer

Creates a new customer record in Richpanel with personal and shipping information for customer support management.

This integration adds a new customer to your ... Read More

Creates a new customer record in Richpanel with personal and shipping information for customer support management.

This integration adds a new customer to your Richpanel customer support platform. It captures both billing and shipping details in one step, creating a complete customer profile that your support team can reference for future interactions. The customer record includes contact information, location data, and separate shipping details if different from the primary address.

Parameters

custumer_name (String): Full name of the customer being created. Required. Example: “Sarah Johnson”.
customer_email (String (email)): Primary email address of the customer. Required. Example: “sarah.johnson@example.com”.
customer_phone (String): Primary phone number of the customer. Optional. Example: “555-123-4567”.
city (String): City where the customer is located. Optional. Example: “Chicago”.
state (String): State or region where the customer is located. Optional. Example: “Illinois”.
country (String): Country where the customer is located. Optional. Example: “United States”.
shipping_email (String (email)): Email address used for shipping communication. Optional. Example: “sarah.shipping@example.com”.
shipping_phone (String): Phone number used for shipping communication. Optional. Example: “555-987-6543”.
shipping_city (String): City of the shipping address. Optional. Example: “Boston”.
shipping_state (String): State or region of the shipping address. Optional. Example: “Massachusetts”.
shipping_country (String): Country of the shipping address. Optional. Example: “United States”.
shipping_postcode (String): Postal code of the shipping address. Optional. Example: “02101”.
shipping_address_line1 (String): Primary line of the shipping street address. Optional. Example: “789 Oak Avenue”.
shipping_address_line2 (String): Secondary line of the shipping street address. Optional. Example: “Apt 4B”.

Output

Returns a confirmation message with the newly created customer’s unique identifiers. The response includes a message confirming successful creation, along with a customer object containing the system-generated id (UUID format) and uid (typically the customer’s email address used as their unique identifier).

Example Output:

{
  "message": "Customer created/updated successfully",
  "customer": {
    "id": "7f2a1b9c-4d8e-4a2f-9c1b-3e5f7a8b9c0d",
    "uid": "sarah.johnson@example.com"
  }
}

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Richpanel - Create Ticket

Creates a new customer support ticket in Richpanel with customer details, priority settings, and initial message content.

This integration creates a new support... Read More

Creates a new customer support ticket in Richpanel with customer details, priority settings, and initial message content.

This integration creates a new support ticket in your Richpanel helpdesk system. When a customer contacts your support team, this tool captures their message, contact information, and assigns appropriate priority levels and tags. The ticket is immediately available in your Richpanel dashboard for your support team to respond to, complete with customer profile information and conversation history.

Parameters

ticket_status (String): Initial status for the ticket. Required. Example: “OPEN”.
comment_body (String): The customer’s initial message or description of their issue. Required. Example: “I’m having trouble with my recent order and need assistance”.
subject (String): Brief summary or title of the support request. Required. Example: “Order Issues – Need Help”.
from_email (String (email)): Customer’s email address who is submitting the ticket. Required. Example: “alex.johnson@example.com”.
to_email (String (email)): Your support team’s email address that should handle this ticket. Required. Example: “support@mycompany.com”.
channel (String): Communication method used to create the ticket. Required. Example: “email”.
priority (String): Urgency level of the ticket (LOW, MEDIUM, HIGH). Optional. Example: “MEDIUM”.
customer_first_name (String): Customer’s first name for the profile. Optional. Example: “Alex”.
customer_last_name (String): Customer’s last name for the profile. Optional. Example: “Johnson”.
tags (Array of Strings): List of tag IDs to categorize and organize the ticket. Optional. Example: [“billing-issue”, “priority-customer”].

Output

Returns a complete ticket object containing the newly created ticket details including id (unique ticket identifier), url (direct link to ticket), status, subject, priority, conversation_no (sequential ticket number), created_at and updated_at timestamps, assignee_id (initially “unassigned”), customer contact information in via, applied tags, and the initial comments array with the customer’s message details.

Example Output:

{
  "ticket": {
    "id": "api-company123-7f8e9d2a-4b3c-4567-8901-2345abc67def",
    "url": "https://app.richpanel.com/helpdesk/api-company123-7f8e9d2a-4b3c-4567-8901-2345abc67def",
    "status": "OPEN",
    "subject": "Order Issues - Need Help",
    "priority": "MEDIUM",
    "conversation_no": 1234,
    "created_at": "2024-03-15T14:30:22.456Z",
    "updated_at": "2024-03-15T14:30:22.456Z",
    "assignee_id": "unassigned",
    "via": {
      "source": {
        "to": {
          "address": "support@mycompany.com"
        },
        "from": {
          "address": "alex.johnson@example.com"
        }
      },
      "channel": "email"
    },
    "tags": ["billing-issue", "priority-customer"],
    "comments": [{
      "id": "api-company123-comment-456def",
      "body": "I'm having trouble with my recent order and need assistance",
      "author_id": "alex.johnson@example.com",
      "created_at": "2024-03-15T14:30:22.789Z",
      "html_body": "I'm having trouble with my recent order and need assistance",
      "plain_body": "I'm having trouble with my recent order and need assistance",
      "type": "Comment",
      "is_operator": false,
      "attachments": []
    }],
    "recipient": "support@mycompany.com",
    "customFields": {}
  }
}

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Richpanel - Get Customer by Email

Retrieves customer profile information from Richpanel using an email address to access contact details, purchase history, and order tracking data.

This integrat... Read More

Retrieves customer profile information from Richpanel using an email address to access contact details, purchase history, and order tracking data.

This integration searches Richpanel’s customer database to find a customer record matching the provided email address. It returns comprehensive customer information including contact details, location, purchase metrics (total orders, average order value, lifetime value), and details about their most recent order including tracking information. This is useful for customer service teams who need to quickly access a customer’s profile and order history during support interactions.

Parameters

customer_email (String (email)): The customer’s email address to search for in Richpanel. This parameter is required. Example: “maria.gonzalez@example.com”.

Output

Returns a customer object containing customer_id, name, email, phone, location details (city, state, country), purchase metrics (orders_count, aov, ltv), and last order information (order_id, order_number, amount, status_url, tracking_number, tracking_company).

Example Output:

{
  "customer_id": "842f7a3e-1d92-4c85-b649-f2e8d9a7c156",
  "name": "Maria Gonzalez",
  "email": "maria.gonzalez@example.com",
  "phone": "5551234567",
  "location": {
    "city": "Austin",
    "state": "Texas",
    "country": "United States"
  },
  "metrics": {
    "orders_count": 3,
    "aov": 75.50,
    "ltv": 226.50
  },
  "last_order": {
    "order_id": "ORD-2024-001234",
    "order_number": "1234",
    "amount": 89.99,
    "status_url": "https://store.example.com/orders/1234/status",
    "tracking_number": "1Z999AA1234567890",
    "tracking_company": "UPS"
  }
}

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Richpanel - Get Customer by Phone

Looks up a Richpanel customer profile using their phone number to retrieve contact details, purchase history, and order information.

This integration searches R... Read More

Looks up a Richpanel customer profile using their phone number to retrieve contact details, purchase history, and order information.

This integration searches Richpanel’s customer database using a phone number to find and return detailed customer information, including contact details, location, purchase metrics (average order value, lifetime value, order count), and information about their most recent order. This is useful for customer service teams who need to quickly look up customer accounts when they only have a phone number.

Parameters

customer_phone (String): The customer’s phone number used to search for their profile in Richpanel. Can include or exclude formatting characters like dashes or spaces. Example: “5551234567” or “555-123-4567”.

Output

Returns a comprehensive customer profile containing customer_id, name, email, phone, location details (city, state, country), purchase metrics (orders_count, aov, ltv), and last order information (order_id, order_number, amount, status_url, tracking_number, tracking_company). If the customer has no order history, the metrics will show zero values and last order fields will be empty.

Example Output:

{
  "customer_id": "48971f9e-209c-475e-9739-957c847a5549",
  "name": "Michael Johnson",
  "email": "michael.johnson@example.com",
  "phone": "5551234567",
  "location": {
    "city": "Portland",
    "state": "Oregon",
    "country": "USA"
  },
  "metrics": {
    "orders_count": 3,
    "aov": 125.50,
    "ltv": 376.50
  },
  "last_order": {
    "order_id": "ord_abc123def456",
    "order_number": "RP-2024-001789",
    "amount": 89.99,
    "status_url": "https://track.example.com/order/abc123def456",
    "tracking_number": "1Z999BB9876543210",
    "tracking_company": "UPS"
  }
}

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Richpanel - Update Customer

Updates customer information in Richpanel using their unique identifier to modify contact details and shipping address.

This integration modifies an existing cu... Read More

Updates customer information in Richpanel using their unique identifier to modify contact details and shipping address.

This integration modifies an existing customer record in Richpanel by finding the customer using their unique identifier (UID) and updating their personal details, contact information, and shipping address. It’s useful for keeping customer profiles current when information changes, such as when customers move, update contact details, or change their preferred shipping information.

Parameters

customer_uid (String): Unique identifier for the customer in Richpanel. Required. Example: “emma.wilson@example.com”
custumer_name (String): Full name of the customer. Required. Example: “Emma Wilson”
customer_email (String (email)): Primary email address of the customer. Required. Example: “emma.wilson@example.com”
customer_phone (String): Primary phone number of the customer. Optional. Example: “555-234-8901”
city (String): City where the customer is located. Optional. Example: “Austin”
state (String): State or region where the customer is located. Optional. Example: “Texas”
country (String): Country where the customer is located. Optional. Example: “United States”
shipping_email (String (email)): Email address for shipping communications. Optional. Example: “emma.wilson@example.com”
shipping_phone (String): Phone number for shipping communications. Optional. Example: “555-234-8901”
shipping_address_line1 (String): Primary line of the shipping street address. Optional. Example: “789 Oak Boulevard”
shipping_address_line2 (String): Secondary line of the shipping street address. Optional. Example: “Unit 12B”
shipping_city (String): City of the shipping address. Optional. Example: “Austin”
shipping_state (String): State or region of the shipping address. Optional. Example: “Texas”
shipping_country (String): Country of the shipping address. Optional. Example: “United States”
shipping_postcode (String): Postal code of the shipping address. Optional. Example: “73301”

Output

Returns a confirmation object containing the update status and customer identifiers. The response includes a message confirming the successful update and a customer object with the internal Richpanel id and the uid that was used to identify the customer.

Example Output:

{
  "message": "Customer created/updated successfully",
  "customer": {
    "id": "742f8d91-3c29-4a5e-b847-d2e9c1f56789",
    "uid": "emma.wilson@example.com"
  }
}

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Richpanel - Update Ticket Status

Updates the status of a support ticket in Richpanel using the ticket’s unique identifier.

This integration allows you to change the status of an existing ... Read More

Updates the status of a support ticket in Richpanel using the ticket’s unique identifier.

This integration allows you to change the status of an existing support ticket in Richpanel. You can use it to move tickets between different workflow states like opening, closing, or escalating tickets based on your support process. The integration updates the ticket and returns confirmation with the current ticket details including customer information and conversation metadata.

Parameters

ticket_id (String): The unique identifier of the ticket you want to update in Richpanel. Example: “api-support-12345-abcd-efgh-ijkl-mnopqrstuvwx”.
ticket_status (String): The new status you want to apply to the ticket. Common values include “OPEN”, “CLOSED”, “PENDING”, or “ESCALATED”. Example: “CLOSED”.

Output

Returns a confirmation object with the updated ticket information including success (boolean confirmation), status (the new ticket status), conversation_no (internal ticket number), conversation_subject (ticket title), and customer object containing customer details like name, email, and customer ID when available.

Example Output:

{
  "success": true,
  "status": "CLOSED",
  "conversation_no": 2847,
  "conversation_subject": "Order Refund Request",
  "customer": {
    "customer_id": "cust_789456123",
    "name": "Sarah Mitchell",
    "email": "sarah.mitchell@example.com"
  }
}

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Richpanel - Update Ticket Tags

Adds organizational tags to existing Richpanel support tickets to help categorize and prioritize customer inquiries.

This integration allows you to add organiza... Read More

Adds organizational tags to existing Richpanel support tickets to help categorize and prioritize customer inquiries.

This integration allows you to add organizational tags to existing support tickets in Richpanel. By tagging tickets with categories like “urgent”, “billing”, or “product-feedback”, your support team can better organize, filter, and prioritize customer conversations for improved workflow management.

Parameters

ticket_id (String): The unique identifier of the ticket you want to tag. Example: “api-support-12345-abc-def-789”.
tags (Array of Strings): List of tag UUIDs to add to the ticket. Each tag must be a valid UUID from your Richpanel tag library. Example: [“a1b2c3d4-e5f6-7890-abcd-ef1234567890”, “b2c3d4e5-f6g7-8901-bcde-f23456789012”].

Output

Returns confirmation that tags were successfully added, along with key ticket details including success status, status of the ticket, conversation_subject, conversation_no, customer information (ID, name, email), and the complete list of tags_added UUIDs now associated with the ticket.

Example Output:

{
  "success": true,
  "status": "OPEN",
  "conversation_subject": "Product Return Request - Order #98765",
  "conversation_no": 2048,
  "customer": {
    "customer_id": "cust_789012345",
    "name": "Sarah Mitchell",
    "email": "sarah.mitchell@example.com"
  },
  "tags_added": [
    "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "b2c3d4e5-f6g7-8901-bcde-f23456789012"
  ]
}

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Richpanel – Get Tickets by Customer Email

Retrieves all support tickets from Richpanel that are associated with a specific customer’s email address.

This integration searches Richpanel’s tic... Read More

Retrieves all support tickets from Richpanel that are associated with a specific customer’s email address.

This integration searches Richpanel’s ticket system to find all support tickets linked to a customer’s email address. When you provide a customer email, it returns a complete list of their support tickets including ticket status, priority, subject lines, assigned agents, and customer details. This is useful for support teams who need to quickly review a customer’s support history and ongoing issues.

Parameters

customer_email (String (email)): The email address of the customer whose tickets you want to retrieve. This parameter is required. Example: “sarah.johnson@example.com”.

Output

Returns an array of ticket objects, each containing comprehensive ticket information including id (unique ticket identifier), status (current ticket status like OPEN, CLOSED), subject (ticket subject line), priority (LOW, MEDIUM, HIGH), type (communication channel like email), assignee (assigned agent ID), tags (array of tag IDs), customer details like customerName, customerPhone, and timestamps for createdAt and updatedAt.

Example Output:

[
  {
    "id": "api-company123-4f8a9b2c-12d3-4e56-a789-1b2c3d4e5f6g",
    "from": "sarah.johnson@example.com",
    "tags": ["priority-tag", "product-issue-tag"],
    "type": "email",
    "email": "support@company.com",
    "status": "OPEN",
    "subject": "Issue with recent order",
    "assignee": "agent-7b020abb-eed6-4d4f-b2f5-f6cb733cbde5",
    "priority": "HIGH",
    "tenantId": "company123",
    "createdAt": 1771604151213,
    "updatedAt": 1771604398255,
    "customerId": "cust-540344c1-8f35-4720-9baf-a1fc5b032542",
    "customerName": "Sarah Johnson",
    "customerEmail": "sarah.johnson@example.com",
    "customerPhone": "555-0123",
    "customerLastName": "Johnson",
    "customerFirstName": "Sarah"
  }
]

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Industries

Case Studies

Good Eggs reduces AHT by 40% and increases productivity of their team by using KODIF AI Agent Copilot.

Nom Nom reduced First Reply Time from 3 days to 9 minutes with self-service flows.

Million Dollar Baby Co. achieved 45% resolution rate with Kodif’s customer support AI.

Explore

Support

Richpanel

Integration Actions

Richpanel - Create Customer

Parameters

Output

Richpanel - Create Ticket

Parameters

Output

Richpanel - Get Customer by Email

Parameters

Output

Richpanel - Get Customer by Phone

Parameters

Output

Richpanel - Update Customer

Parameters

Output

Richpanel - Update Ticket Status

Parameters

Output

Richpanel - Update Ticket Tags

Parameters

Output

Richpanel – Get Tickets by Customer Email

Parameters

Output

Integration Configuration

Getting API Credentials

AI Policies

Beauty & Skincare

Industries

Case Studies

Good Eggs reduces AHT by 40% and increases productivity of their team by using KODIF AI Agent Copilot.

Nom Nom reduced First Reply Time from 3 days to 9 minutes with self-service flows.

Million Dollar Baby Co. achieved 45% resolution rate with Kodif’s customer support AI.

Explore

Support

Richpanel

Integration Actions

Richpanel - Create Customer

Parameters

Output

Richpanel - Create Ticket

Parameters

Output

Richpanel - Get Customer by Email

Parameters

Output

Richpanel - Get Customer by Phone

Parameters

Output

Richpanel - Update Customer

Parameters

Output

Richpanel - Update Ticket Status

Parameters

Output

Richpanel - Update Ticket Tags

Parameters

Output

Richpanel – Get Tickets by Customer Email

Parameters

Output

Integration Configuration

Getting API Credentials

Nom Nom reduced First Reply Time from 3 days to 9 minutes with self-service flows.