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Flow Customer Services: Zendesk

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
 

zendesk_1.png

 

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

 

zendesk_2.png

 

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

zendesk_3.png

 

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
 

 

zendesk_5.png

 

  • 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.

 

 

zendesk_6.png

 

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

 

zendesk_7.png

 

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.

Labels (1)

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
 

zendesk_1.png

 

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

 

zendesk_2.png

 

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

zendesk_3.png

 

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
 

 

zendesk_5.png

 

  • 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.

 

 

zendesk_6.png

 

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

 

zendesk_7.png

 

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.

Labels (1)
Last Reviewed:
04-17-2022 12:43 PM

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
 

zendesk_1.png

 

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

 

zendesk_2.png

 

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

zendesk_3.png

 

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
 

 

zendesk_5.png

 

  • 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.

 

 

zendesk_6.png

 

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

 

zendesk_7.png

 

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.

Labels (1)
Version history
Last update:
‎06-20-2021 06:21 AM
Updated by:
Contributors