LiveSwitch Exchange was built to simplify and accelerate the application building process. The Exchange platform allows you, the application builder, to quickly and easily connect LiveSwitch's Contact and Concierge public API with your platform(s) of choice without having to write much, if any, code.

Examples of applications built using the Exchange platform:

• LiveSwitch Integration with HubSpot
• LiveSwitch Integration with Jobber
• LiveSwitch Integration with WhatsApp

LiveSwitch Exchange accelerates application development by creating templates and managing common aspects of any application so the application builder can enter skip the coding.

Key Concepts

There are two primary components of LiveSwitch Exchange: Apps and Platforms.

Apps

Apps are installed by LiveSwitch Contact or Concierge users and are comprised of one or more 'Workflows.' A workflow is an 'Action' that occurs as the result of a 'Trigger' happening.

For example, a singular workflow might say: When a session is created in LiveSwitch Contact (trigger), then add a link to the session on the contact record in another platform (action).

Platforms

Platforms are used by application builders use to create workflows. Platforms have specific instructions on how authenticate, take actions, and send data back and forth to other platforms.

LiveSwitch would be an example of a platform. HubSpot would be an example of another. Platforms have a specific way that information must be sent to their API so it will know how to interpret that information and do something with it.

How It Works

Before you can build an application, the platforms you wish to use in the application must be created. By creating a platform, you are defining how data must be sent to the platform's API so it knows how to interpret that data. This includes things like:

• Where to send the data
• What information must be included and which information is optional
• What is the format or type of the information being sent
• Who is the person sending the information

Once your platforms are defined, you can build an application. As we mentioned earlier, an application is one or more workflows that do something specific. To build a workflow, you will start with your trigger. Your trigger is the event that kicks off the workflow. For example, a trigger might be when a new session is created in LiveSwitch Contact or a new contact is created in your CRM. Another way to put it: If this happens, then do that.

Once you have all of your workflows completed, submit your app for review. Once your app has been reviewed and approved, it will be available for all LiveSwitch Contact customers to install from the LiveSwitch Contact App Marketplace.