Setup

Cobalt offers both Key Based and OAuth 2.0 integration for Dialpad. In this guide, we will look at the OAuth App setup process.

To setup your Dialpad app in Cobalt for OAuth, you will need the following credentials from your Dialpad Support team:

• Client ID
• Client Secret
• Scopes

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Required Settings

• Mandatory Scopes

1. offline access

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Creating an app in Dialpad

Currently Dialpad doesn’t support app registrations through platform, so you’ll need to fill the following form to request an OAuth app that includes the following details:

• App name: A short name for your app. Your customers will see this when they authorize your connection to their data.
• Deverloper Name and Email: The email which will receive updates about the app.
• Developer Type: Choose `Independent Software Vendor’ if none of the other fits.
• App Type: Select App Type as This App is for my customers..
• App Description: Provide the description of what your product does and the features of Dialpad integration on your platform.
• App Environment: Select app environment based on your usecase. Recommened option is Both.
• Scopes: Provide the mandatory scopes and additional scopes required by you in the app.
• Redirect URIs: Go to your Apps catalog in Cobalt > Search for Dialpad > Settings > Use your credentials > Callback Url > Copy it. Provide this URL to Dialpad in the form.

Dialpad will issue secure keys to you, including a Client ID and Client Secret. It may take a number of working days to receive these details.

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials.

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section.

For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.

Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Dialpad actions and triggers. Following are the set of Dialpad actions and triggers supported by Cobalt.