Creating a CxEngage Role

To authenticate RTA API calls, you need to create a CxEngage role that is authorized to poll the RTA API.

  1. Log into CxEngage.
  2. Navigate to User Management > Roles.
  3. Click Create.
  4. In the Name field, type a name for the role – for example, RTA Consumer.
  5. From the Permissions list, select WFM RTA.
  6. Click Save.
  7. Click Submit.

Next, you'll need to create a user in CxEngage and assign this role to that user.