4 Configure Utility Details

Before you can use CX for Utilities applications, you must ensure that the administrative details of your utility and the services that you provide are properly configured. This includes:

• Generating an access token
• Completing the integration configuration tasks. These configuration tasks are completed using REST APIs.
• Completing the reference type configuration tasks. Most of these configuration tasks are completed using REST APIs, but some can be configured using Functional Setup Manager.
• Setting profile options

These tasks should be completed by your system administrator.

In this chapter:

• Generate the Access Token
  
• Integration Configuration Tasks
  
• Customer Experience for Utilities Reference Type Configurations
  
• Using Functional Setup Manager to Configure Utility Details
  
• Setting Profile Options