Flow Customer Services: Zendesk

Flow integrates seamlessly with Zendesk to combine messaging automation and agents

Prerequisites

You must have a Zendesk account or you can sign up here.

Installation

Following the steps below, you can connect Zendesk with a Flow project.

Step 1. Add the integration

Login to the Flow dashboard
Open the integration section
Press the + icon, choose the "Customer service" tab and click on the Zendesk integration

Step 2. Configure API client

After adding the integration copy the Redirect url from the integration settings
Login Zendesk and go to Settings -> Account -> API & SDKs
Add API client

Fill in Client name, Company and paste copied redirect url in Redirect URLs
Click on Create API client button

Copy received client ID and client secret, go back to Flow integration screen and past them

Step 3. Configure Subdomain

Go to zendesk and see your subdomain here
Copy your subdomain, go back to Flow integration screen and past it
When everything is ready press Login

You will be redirected to Zendesk where you have to allow access

Advanced settings

You can customize your integration with advanced settings. There is an opportunity to choose Departments settings such as providing welcoming events for departments, tags routing and moving customers to department.

There is also an opportunity to choose Other settings such as ignoring initial message.

Receiving messages

Go to Zendesk -> Settings -> Widget, copy the script and insert it into your website's HTML source code between the head tags. Now you can talk to bot through Zendesk widget.

The conversation will be displayed in Zendesk where agent can write messages. When an agent archive or removes the conversation, the bot will automatically resume.

Channel-specific

Zendesk has specific restrictions for sending lists. You must set URL in Action field and enter a valid URL in order to send a list.

Flow integrates seamlessly with Zendesk to combine messaging automation and agents

Prerequisites

You must have a Zendesk account or you can sign up here.

Installation

Following the steps below, you can connect Zendesk with a Flow project.

Step 1. Add the integration

Login to the Flow dashboard
Open the integration section
Press the + icon, choose the "Customer service" tab and click on the Zendesk integration

Step 2. Configure API client

After adding the integration copy the Redirect url from the integration settings
Login Zendesk and go to Settings -> Account -> API & SDKs
Add API client

Fill in Client name, Company and paste copied redirect url in Redirect URLs
Click on Create API client button

Copy received client ID and client secret, go back to Flow integration screen and past them

Step 3. Configure Subdomain

Go to zendesk and see your subdomain here
Copy your subdomain, go back to Flow integration screen and past it
When everything is ready press Login

You will be redirected to Zendesk where you have to allow access

Advanced settings

You can customize your integration with advanced settings. There is an opportunity to choose Departments settings such as providing welcoming events for departments, tags routing and moving customers to department.

There is also an opportunity to choose Other settings such as ignoring initial message.

Receiving messages

Go to Zendesk -> Settings -> Widget, copy the script and insert it into your website's HTML source code between the head tags. Now you can talk to bot through Zendesk widget.

The conversation will be displayed in Zendesk where agent can write messages. When an agent archive or removes the conversation, the bot will automatically resume.

Channel-specific

Zendesk has specific restrictions for sending lists. You must set URL in Action field and enter a valid URL in order to send a list.

Flow integrates seamlessly with Zendesk to combine messaging automation and agents

Prerequisites

You must have a Zendesk account or you can sign up here.

Installation

Following the steps below, you can connect Zendesk with a Flow project.

Step 1. Add the integration

Login to the Flow dashboard
Open the integration section
Press the + icon, choose the "Customer service" tab and click on the Zendesk integration

Step 2. Configure API client

After adding the integration copy the Redirect url from the integration settings
Login Zendesk and go to Settings -> Account -> API & SDKs
Add API client

Fill in Client name, Company and paste copied redirect url in Redirect URLs
Click on Create API client button

Copy received client ID and client secret, go back to Flow integration screen and past them

Step 3. Configure Subdomain

Go to zendesk and see your subdomain here
Copy your subdomain, go back to Flow integration screen and past it
When everything is ready press Login

You will be redirected to Zendesk where you have to allow access

Advanced settings

You can customize your integration with advanced settings. There is an opportunity to choose Departments settings such as providing welcoming events for departments, tags routing and moving customers to department.

There is also an opportunity to choose Other settings such as ignoring initial message.

Receiving messages

Go to Zendesk -> Settings -> Widget, copy the script and insert it into your website's HTML source code between the head tags. Now you can talk to bot through Zendesk widget.

The conversation will be displayed in Zendesk where agent can write messages. When an agent archive or removes the conversation, the bot will automatically resume.

Channel-specific

Zendesk has specific restrictions for sending lists. You must set URL in Action field and enter a valid URL in order to send a list.

Flow Customer Services: Zendesk