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The integration user is the account IrisAgent uses to write private notes and send replies in your ticketing system. By default, it is whoever first connected IrisAgent.
Use a dedicated user (for example, “IrisAgent AI”) rather than a personal account, so your team can tell which notes and insights come from IrisAgent.

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Change the integration user

  1. Open the Change Integration User page.
  2. Select your platform.
  3. Sign in to the platform as the user you want IrisAgent to act as. Whoever signs in becomes the integration user.
  4. Follow the steps for your platform.

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Salesforce

The page above does not apply to Salesforce, and signing in again does not replace the stored token on its own.
  1. Ask your IrisAgent contact, or email contact@irisagent.com, to add the salesforceTokenRefresh flag to your admin user.
  2. Sign in again with Salesforce as the user you want IrisAgent to act as. The token updates.