Customer data connector

The customer data connector lets agents see what your own systems know about a customer (plan, orders, account status, open incidents) right in the ticket, without a sidebar app.

How it works

1. An admin sets the connector endpoint (URL and authentication) under Admin Center, Integrations, Customer data.
2. When an agent opens a ticket, ChaosDesk calls your endpoint with the requester’s identifiers (email, external id, phone).
3. Your endpoint answers with JSON: profile fields, lists (for example the last orders) and alerts (for example “payment overdue”).
4. ChaosDesk renders the answer in the Customer panel.

Your endpoint

• HTTPS, reachable from the published egress IP addresses.
• Authentication: an API key in a header of your choice (for example X-API-Key, or Authorization: Bearer ...), or OAuth client credentials (token URL, client id and secret, optional scope and audience).
• Timeout: 1 to 15 seconds (default 5). After that the panel tells the agent your system did not answer, without blocking the ticket.
• Cache: 0 to 86400 seconds per customer (default 300). Agents can refresh the panel by hand; failures are cached for 15 seconds.
• Answer 404 or "found": false when you have no record; the panel says so.
• ChaosDesk stores none of the data, and the panel never writes back to your system.

Customer context is also available through the REST API at GET /api/users/{id}/customer_context, so rules and integrations can use the same data.