# Webex integration overview

> Post messages to Webex rooms or directly to teammates from Persona Workflows when identity events occur, in plain text, Markdown, or Adaptive Card formats.

Source: https://help.withpersona.com/articles/6So46fKdAxoqQOP7tUwgUh/
Section: Marketplace and 3rd-Party Integrations > Communication > Webex

## Overview

[Webex](https://www.webex.com/) is Cisco's cloud collaboration platform for messaging, meetings, and calling that organizes team conversations into shared spaces (rooms). Persona's Webex integration enables automated notifications directly from your workflows — posting messages to Webex rooms or sending direct messages to specific teammates when key identity events occur.

## Benefits

**Get Alerted on Critical Events Instantly**: Send targeted Webex messages to the right room or person the moment Persona detects a fraud signal, a failed verification, or a case escalation — without manual monitoring.

**Centralize Compliance Notifications**: Route identity operation alerts directly into your compliance or risk team's Webex space so nothing falls through the cracks.

**Support Rich Message Formats**: Send plain text, Markdown, or Adaptive Card messages so your team receives context-rich notifications formatted for quick review and action.

**Enable Direct Messaging**: Send 1:1 messages to specific teammates by Person ID or email for targeted alerts that don't need to be shared with an entire room.

**Reduce Tool-Switching for Operations Teams**: Operations teams using Webex as their primary communication platform can receive Persona alerts without leaving their existing environment.

## Integration Features

Persona's Webex integration enables automated messaging across rooms and direct conversations. Key capabilities include:

- **List Rooms**: Return Webex spaces (rooms) the authenticated user belongs to, with filtering by team, room type, and sort order.
- **Create Message**: Post plain text, Markdown, or Adaptive Card messages to a room or directly to a person, with optional file attachments and threaded replies.

## Setting up the Webex integration

## Prerequisites

To set up the Webex integration, ensure you have:

- A Webex account
- A Webex OAuth token with `spark:rooms_read` and `spark:messages_write` scopes

## Setting up the Webex credentials

1.  In the Persona Dashboard, navigate to **Integrations > Marketplace** and click on **Webex**.
2.  Click on **Add Credential** at the top of the page.
3.  Enter a **Nickname for Credential** in the modal and complete the OAuth authorization flow.
4.  Once complete, the credential will appear in Persona and can be selected in workflows.

## Using the Webex integration in a workflow

1.  Create a new workflow, or open an existing workflow you'd like to update.
2.  **Add a new action step > Integrations**.
3.  Select the **Webex integration** and choose your Webex credential.
4.  Select the operation you want to run and map Persona data into the input fields.
5.  Save and publish the workflow.

## Webex Operations Overview

Persona supports multiple Webex API operations for sending messages and looking up rooms. These actions allow you to automate real-time notifications to your team based on Persona identity events, without switching between platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Webex integration:

### List Rooms

Return a list of Webex spaces (rooms) the authenticated user belongs to. Use this to discover Room IDs before sending messages.

**Configuration Steps:**

- No required fields.
- Optionally add:
  - Team ID
  - Type (direct or group)
  - Sort By (id, lastactivity, created)
  - Max Results (1–1000, default 100)

### Create Message

Post a message to a Webex room or directly to a person by Person ID or email. Supports plain text, Markdown, Adaptive Cards, and file attachments.

**Configuration Steps:**

- Provide values for required fields:
  - Exactly one of: Room ID, To Person ID, or To Person Email
- Optionally add:
  - Text
  - Markdown
  - Files (public URL of a single file attachment)
  - Attachments (Adaptive Card payload)
  - Parent Message ID (to thread the message as a reply)

## FAQs

### What Adaptive Card format does Webex support?

Webex supports Microsoft Adaptive Cards. Set the Content Type to `application/vnd.microsoft.card.adaptive` and provide a valid Adaptive Card JSON payload in the Content field.

### Can I send to multiple rooms at once?

The Create Message action sends to one destination per action step. Add multiple action steps to send to multiple rooms.

## Plans Explained

### Webex Integration by plan

|                   | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| ----------------- | --------------- | -------------- | ----------- | --------------- |
| Webex Integration | Not Available   | Not Available  | Limited     | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).