The Skio app is set up from Gladly's Settings, with no command-line tools required. Connecting your Skio account with an API token is the only required step; the nine merchant settings are optional and all default to off. Afterward, your team sees each Customer's subscriptions (and loyalty credits, if you use them) on the Customer Profile and can act on them from the Conversation.
Step 1: Generate a Skio API token
In the Skio dashboard, create an API token for Gladly under API & Integrations > API Keys, and copy it. Skio shows the token when it is created, so copy it before closing the 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 Create Configuration. Give the configuration a recognizable name (you will see this name across Gladly), and when prompted for the External App, choose the Skio app (gladly.com/SKIO) and select the latest version available.
Step 4: Enter your Skio API token
Paste the token into API Token, which is the first field on the form. It is the only credential the app needs.
Step 5: Choose which money-moving actions are allowed
Below the token are the nine merchant settings described on the Skio overview page. Each defaults to off, so the configuration saves without touching them and every gated action stays blocked until you decide otherwise. You can change them at any time.
Two of the settings control loyalty credits, for merchants who use Skio loyalty credits:
Most credits agents may add in one adjustment: the largest number of credits AI and agents may add to a Customer at once. Leave it blank to block adding credits.
Most credits agents may deduct in one adjustment: the largest number of credits AI and agents may remove at once. Leave it blank to block deducting credits.
Step 6: Activate and save
Switch the configuration from inactive to active and save it. Then go to Settings > Agent Experience > Customer Profile and add the Skio Subscriptions App Platform Card. If you use Skio loyalty credits, add the Skio loyalty credits card as well.
Step 7: Register the agent forms
The twelve forms are a separate, required step, and for this app they are registered in Org Manager rather than in Agent Actions. In Org Manager, go to Integrations > External App Forms (Actions) and register them. Installing the app and placing the cards do not surface the forms, and there is no warning if this step is missed: the forms simply never appear in the compose menu.
Publishing replaces the whole list, so read the existing rows and add to them rather than overwriting other apps' forms.
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.
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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.