The Rise.ai app is set up entirely from Gladly’s Settings, no command-line tools are required.
Step 1: Collect your Rise.ai credentials
In your Rise.ai dashboard, go to Integrations > Developer Tools > API Keys. Select View account ID to get your Rise.ai Account ID, and download an API Key from the same page.
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 Rise.ai app (gladly.com/rise/v1.0.0).
Step 4: Enter your Rise.ai Account ID and API Key
Paste the Account ID and API Key from Step 1. These two values are all the Wallet card and the Look Up Gift Card action need.
Step 5: Set the per-transaction store credit cap
Enter the maximum amount a team member may issue in a single store credit action – for example, 50.00. This setting is what enables the Issue Store Credit action: while it is blank, issuance stays disabled and the action explains why. Choose the figure you are comfortable with a front-line team member granting without approval.
Step 6: Activate and save
Switch the configuration from inactive to active and save it, then add the Rise.ai Wallet card to the Customer Profile layout.
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.