Integrating Chatbot with Zendesk
Setting Up Zendesk
In order to set up the Zendesk integration for your bot, you’ll need the following:
- A Zendesk URL
- A Zendesk Username
- A Zendesk Token
How to get Zendesk URL, Username and Token
- Login to your Zendesk account and note your Domain URL eg: https://youraccount.zendesk.com and UserName eg: username@domain.com
- Go to Settings, Select Channels > API, Enable Token Access and get your Token.
Configuring Zendesk in AmplifyReach
- Goto AmplifyReach Dashboard -> CRM -> Zendesk
- Goto Configuration tab
- Enter the Zendesk URL, Username and Token in Configuration
- Your setup is done. You will be able to see the chats and contacts in Zendesk.
How to view Tickets
- Login to your Zendesk account.
- After successful login, you will get redirected to the following screen.
- If you want to see contact please use the URL: https://{{your subdomain}}.zendesk.com/people.
- Click on contact to view the ticket created for that contact.
- Click on Ticket to see the chat transcript.