- Print
- DarkLight
- PDF
Overview
CommBox clients who use Zendesk products can migrate customer information by automatically opening a Zendesk ticket from the conversation inbox.
Integration
The integration includes activating a new module and setting permissions for the agents.
Admin credentials are required.
- At the CommBox console, navigate to Settings and select the Zendesk module (in the integration section).
- Enter the API endpoint URL (usually the same as the website URL).
- Enter the Website URL.
- For Username and password, enter your admin email and Zendesk credential.
- Save the settings at the bottom of the page.
Using Zendesk in the CommBox platform
At the conversation inbox, at the end of the conversation, click the 3-dot menu at the conversation summary or at the top of the open conversation, and click Create ticket in Zendesk.
To see the ticket, click again on the same 3-dot menu and select Go to the Zendesk ticket.
Information transferred is placed in related fields according to the following table:
In the example below, agent Dvir H. opened a ticket in Zendesk on behalf of the customer, Ms. Heather Purple.