Integration

Manage E-goi Integration

You can deactivate the integration with E-goi and also check the history of changes made (audit).


On this page:

  • Deactivate Integration with E-goi

  • Consult Audit

    • Consult Audit filters


Before starting, you need to…

Deactivate Integration with E-goi

You can deactivate the integration with E-goi if you no longer intend to use Autoresponders.

By disabling this integration, Guru will stop forwarding leads captured from the corresponding E-goi mapping.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > E-goi.

menu-integrations-autoresponders-egoi.png

2 - Switch the Active button to the off position.

egoi-detail-deactivate.png
on-off.jpeg

3 - Click on Send.


Consult Audit

For security reasons, Guru stores a history of all operations performed in the integration, identifying the user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > E-goi.

menu-integrations-autoresponders-egoi.png

2 - Click on the Audit tab.

tab-audit.png

3 - Activities are displayed on a timeline (from most recent to oldest).

egoi-audit.png

4 - If desired, you can view the details of the activity by clicking on its title.

egoi-audit-select.png

5 - Click on one of the available sections to view the data:

Detail

Displays detailed information about the activity in question.

  1. ID: identification number (ID) of the update;

  2. Type of change made;

  3. Created on: date of activity record.

egoi-audit-detail.png
User

Displays information about the user who performed the action.

  1. Name: name of the user who performed the operation;

  2. Email: email of the user who performed the operation.

egoi-audit-user.png
Infrastructure

Displays infrastructure information (country, IP, user agent…) of the related activity.

  1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

  2. IP: IP address of the device;

  3. User Agent: user agent identification that performed the operation.

egoi-audit-infrastructure.png

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period field.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > E-goi.

menu-integrations-autoresponders-egoi.png

2 - Click on the Audit tab.

tab-audit.png

3 - In Audit, click on Filters.

filters.png

4 - Fill in one or more filter options:

  1. Period: searches for audits registered in the selected period - you can use the predefined time interval buttons or select the date you want to view;

audit-filters.png

5 - Click on Filter.

You can view the number of applied filters and, when using them, you will be able to clear them without accessing the Filters icon again, making it easier to remove the selection.

Protect your data. Increase your business security.

Create and manage users by determining what each collaborator can see and do within the organization.


More Resources