Model, Search, and Visualize Live Talkdesk Data in ThoughtSpot

ThoughtSpot is a cloud-based analytics platform that uses artificial intelligence (AI) and natural language processing (NLP) to help users analyze data and make decisions. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Talkdesk data for visualizations, dashboards, and more. This article shows how to connect to Talkdesk and build visualizations from Talkdesk data in ThoughtSpot.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Talkdesk, allowing you to easily build models and visualizations from live Talkdesk data in ThoughtSpot. As you build visualizations, ThoughtSpot generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Talkdesk, leveraging server-side processing to quickly return Talkdesk data.

Configure Talkdesk Connectivity for ThoughtSpot

Connectivity to Talkdesk from ThoughtSpot is made possible through CData Connect AI. To work with Talkdesk data from ThoughtSpot, we start by creating and configuring a Talkdesk connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Talkdesk" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Talkdesk.

   Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

   Set the following connection properties:

   • AccountName: The name of your Talkdesk account.
   • Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
   • OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

   Creating a Custom OAuth Application

   1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
   2. Click Create OAuth Client and give the client a descriptive name.
   3. Set Grant Type to Client Credentials.
   4. Click Add scopes and select the scopes for the data you want to access.
   5. Click Create and copy the Client Id and Client Secret.

   When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Talkdesk Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Talkdesk data from ThoughtSpot.

Model, Search, and Visualize Live Talkdesk Data in ThoughtSpot

To establish a connection from ThoughtSpot to the CData Connect AI Virtual SQL Server API, follow these steps.

1. Log into ThoughtSpot
2. On the top navigation bar, click Data.
3. Click Create new > Connection.
4. Name the connection and click "SQL Server" as the data warehouse.
5. Click Continue on the top right.
6. Enter the connection settings:
   • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
   • Port: : enter 14333
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you generated on the Settings page.
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Talkdesk1).
   
7. Click Continue.
8. After connecting successfully, you will be able to choose which tables to include.
9. Click Create Connection.

After you successfully configure your connection, you can build models, search, and visualize your Talkdesk data.

Real-Time Access to Talkdesk Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Talkdesk data from ThoughtSpot. You can model, search, and visualize your data from ThoughtSpot . For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like ThoughtSpot, refer to our Connect AI page.