How to set up and use the Optii integration

Configure and use the Optii integration to create jobs directly from Concierge.

Overview

The Optii integration allows Medallia Concierge users to create housekeeping or service Jobs in Optii directly from Concierge—without needing to log in to Optii separately. This streamlines workflows, speeds up fulfillment, and improves guest satisfaction.

Configuration Guide (Admin Settings)

Navigate to Integrations

Go to Admin Settings > Integrations.
Locate the Optii Integration tile (listed alphabetically).
Click the tile to open the configuration screen.

Connect to Optii

You'll need:

Client ID (provided by Optii)
Client Secret (provided by Optii)
Room Field Mapping: Choose the contact field that holds the guest's room number.

Enter required information and Save.

🧰 Creating Jobs in Optii (Agent Workflow)

Forward a Message to Optii

Click the Forward action on a guest message by hovering over the message and clicking the forward icon that appears.
If Optii is connected, you will see it listed as a destination.

Fill Out the Optii Job Form Modal

Fields include:


Field	Type	Notes
Location	Typeahead + Autoselect	If the room number (location) is found based on the guest's room number, it will automatically populate.
Priority	Dropdown	Options: Low, Medium, High (default), Highest
Action	Dropdown	Mandatory. Options include: Clean, Deliver, Inspect, Repair, etc.
Job Items	Typeahead with quantity	Add multiple items (e.g., 2 robes, 1 towel). At least one item required.
Body	Text area (optional)	Pre-filled with forwarded message content.

✅ Submit & Confirmation

On success: "Optii job [jobId] successfully created."
On failure: "Optii job failed: [error message]"
A new event appears in the Inbox thread:Optii Job [jobId] created – [timestamp]

Job Status Trigger

Once the Optii integration has been configured, an additional Zing trigger is available called "Optii Job Status Trigger". This trigger can be used to send a message to guests when a job status changes (for example, when completed).

Additionally, the following Optii job variables can be used in Zing action filters and variables:

Action
Items (comma separated in format [qty] [category])
Location Name
Location ID
Notes
Priority
Status