Important product naming update: Sidekick is now called Gladly (AI) and Gladly Hero (the Platform) is now Gladly Team. Please keep this in mind as you read through our documentation.

Loop Subscriptions on App Platform Installation

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The Loop Subscriptions app is set up from Gladly’s Settings, and no command-line tools are required. You will need a Loop Admin API token.

Before you start: what the credentials need

The app uses Loop’s Admin API. Before installing, create an Admin API token in Loop under Settings > API tokens and webhooks (Loop PRO plan).

Give the token read and write access to subscription contracts and customers, and read access to orders. Gladly sends the token with every request, so there is no OAuth sign-in flow.

Upgrading from Loop’s earlier app

This version replaces Loop’s earlier Gladly app (v1). It is a new major version, so existing installations keep working unchanged until an administrator upgrades them.

Step 1: Create a Loop Admin API token

In Loop, go to Settings > API tokens and webhooks (available on Loop’s PRO plan) and create an Admin API token with read and write access to subscription contracts, read and write access to customers, and read access to orders. Copy the token.

Step 2: Open the Apps settings

In Gladly, go to Settings > Apps. This is where you manage your App Platform integrations.

Step 3: Create a configuration

Click the Create Configuration button. When prompted for the External App, choose the Loop Subscriptions app (loopwork.co/loop_subscriptions), picking the latest version available. If you already use Loop’s earlier app, upgrade that configuration to the latest version instead.

Step 4: Enter your Loop details

Enter the API token from Step 1. Optionally, enter your Customer portal domain (for example, your-store.app.loopwork.co) so the card links each subscription to Loop’s customer portal, and your Store time zone so dates on the card match the store’s. Leave the time zone blank to show UTC.

Step 5: Choose your money-action limits

Each setting below turns on one action that costs the store money. Leave a setting blank to keep that action off.

  • Discount codes agents may apply: the codes or code prefixes allowed, for example LP-, WELCOME

  • Maximum order-now total: the largest order an agent may bill early

  • Maximum discount percentage and Maximum discount amount: the largest save-offer discount

  • Maximum discount orders: the most orders a save-offer discount may run for

  • Maximum loyalty points: the most Loop Loyalty points an agent may credit at once

Step 6: Add the Loop Subscriptions card to the Customer Profile

Save the configuration, then add the card in Settings > Agent Experience > Customer Profile: hover between two existing cards until the green + appears, select it, choose App Platform Card, then pick your Loop Subscriptions configuration and the Loop Subscriptions card. Full directions: Organize the Customer Profile.

Step 7: Add the agent forms

Installing the app does not put the eleven agent forms in the compose menu. Add them in Settings > Agent Experience > Agent Actions, one at a time: give each a Label, choose your Loop Subscriptions configuration under App / Configuration, choose the Action, select Add, then Save the page. The Loop Subscriptions configuration must be saved and active first, since an Agent Action can only reference an active App Configuration. Full directions: Set up Agent Actions.

To let Gladly AI use the actions, add them in the Gladly AI settings.

Contact Support

Users assigned the Team Manager or Administrator roles can contact Gladly Support. Log into Gladly as one of these roles, click the hamburger menu on the top-left corner, then click Contact Gladly Support. Gladly Support’s primary operating hours are Monday through Friday, 6 AM to 6 PM Pacific Time, but you can submit a request anytime.

  • Please select the correct business impact (P1 to P4).

  • Most requests should be sent as a P4.