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Connecting Bold BI to LiveAgent data source

The Bold BI dashboard designer connects the LiveAgent web services through the REST API.

Choose LiveAgent data source

To configure the LiveAgent data source, follow these steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select LiveAgent connection button in the connection type panel.

LiveAgent button

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from the left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create LiveAgent data source

Once you click the LiveAgent data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create LiveAgent data source.

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid LiveAgent REST API endpoint in the URL textbox. Refer to the LiveAgent API documentation for more details.

    Example: https://<:your_site>

  3. Select GET method for the REST API in Method combo box.

  4. Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.

  5. Replace <:your_api_key> under Headers in apikey parameter.

  6. Choose None under Authentication Type as authentication is done through header.


You can also edit the connection information set here using the Edit Connection option.

How to get APIKEY from LiveAgent

  1. Login to your LiveAgent account.

  2. Navigate to Configuration> System> API.

  3. Click on the ADD API KEY button.


  4. Provide a name, add the required read access, and click on CREATE.


  5. Created APIKEY will be listed here.


Additional Information

Max Rows Most REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings The period before the next refresh call is triggered. It will automatically initiate a call for the API configured in the data source to keep the data up to datelick. The DataSources button in the configuration panel to add a new data connection.

Preview and Data Import

  • Click Preview & Connect in order to connect with the configurations set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of the JSON data retrieved from the LiveAgent Rest API request. This dialog displays a list of schemas in a treeview and their corresponding values in a grid for preview. Select the required schema(s) from the treeview to use in the designer and click Connect.

    Schema window

  • Now, the data design view page with the selected table schema opens. Drag and drop the table. Data view

  • Click Save to save the data source with a relevant name.

Connect using custom attribute and dashboard parameter

We have added support for custom attributes and dashboard parameters to the data source connection. You can connect to the data source using custom attributes or dashboard parameters.

Custom Attribute


Dashboard Parameter

Dashboard Parameter

Note: Refer the Dashboard Parameter Documentation and Custom Attributes Documentation for more details.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

LiveAgent Integration