Configure SSO using Okta

This section describes how to configure SSO using Okta for use enterprise-wide Okta credentials to sign into Contact Center AI Platform (CCAI Platform) and the agent adapter. Okta SSO uses the Security Assertion Markup Language (SAML) authentication protocol.

Before you begin

To configure SSO using Okta, be sure you have the following:

  • An Okta account

  • CCAI Platform administrator credentials

Configure Okta for SSO

To configure Okta, follow these steps:

  1. In the Okta Admin Dashboard, Go to Applications > Applications

  2. Click Create App Integration

  3. Select SAML 2.0, then Click Next.

  4. Click Next.

  5. Specify a Name and Logo.

  6. Click Next.

  7. On the Configure SAML screen enter these values:

    Single sign on URL: https://<environmentname>.domain.co/saml/v1/consume

    Check Use this for Recipient URL and Destination URL

    Audience URI (SP Entity ID): https://<environmentname>.domain.co/saml/v1/metadata

    Name ID format: customer provides, (For example, EmailAddress)

  8. On the Feedback panel provide feedback selections.

    Suggested selections:

    I'm an Okta customer adding an internal app

    This is an internal app that we have created

  9. Click Finish.

  10. On the Sign On tab of the page that displays, click View Setup Instructions to launch a new tab.

Configure your CCAI Platform instance for SSO

To configure SSO for your CCAI Platform instance, follow these steps:

  1. In the Google Cloud console, go to the project selector dashboard and select the project that contains your instance.

    Project selector dashboard

  2. In the navigation menu, click CCAI Platform.

    CCAI Platform instances

    The CCAI Platform instances page displays.

  3. In the Name column, click the instance that you want to configure SSO for.

  4. On the CCAI Platform instance Detail page, click Edit.

  5. For the login method, select SAML.

  6. In the Single sign-on URL field, enter the Identity Provider Single Sign-On URL value from Configure Okta.

  7. In the Entity ID field, enter the Identity Provider Issuer value from Configure Okta.

  8. In the Email field mapping field, enter a text string such as Email name or Name ID. This is used as a label for the email name field on the SSO sign-in page.

  9. In the Certificate field, enter the X.509 certificate from Configure Okta. Be sure to include -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- from the certificate.

  10. Click Save.

Verify SSO authentication

To verify SSO authentication, follow these steps:

  1. Go to the agent adapter in your customer relationship management (CRM) application.

  2. Click Login with company SSO. A sign-in page displays.

  3. Sign in with your Okta credentials.