Overview

Webex 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.