Integrate ClickDesk Live Chat with your Zendesk help desk
View customers' tickets, create new tickets in live chat and update them right from your IM
Zendesk help desk system
Zendesk is one of the pioneers in SaaS based help desk and ticketing services for small and medium businesses. With over 15,000 customers, Zendesk is among the most popular and trusted helpdesk systems. ClickDesk live chat and VoIP call integration with Zendesk makes businesses provide all round customer support with ease.
ClickDesk for Zendesk Live Support
ClickDesk Features for Zendesk help desk
- No installation or programming knowledge required. Enter your Zendesk credentials to get started
- Get customers' paste tickets and their status directly on the IM
- Provide live chat and VoIP call from your website and auto create offline message as new tickets
- Update tickets directly from IM, new create tickets from IM with chat transcripts as message
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ClickDesk - Zendesk CRM Integration Guide
Step 1: Activate Plugin
- Login to your ClickDesk Dashboard and configure your operators
- Paste the live chat code in your webpages to receive live chats and VoIP calls
- Navigate to Preferences -> Plugins
Step 2: Plugin Settings
- Click on the 'Plugins' page in your 'Preferences' menu
- Scroll down to find the Zendesk Plugin block and enter your Zendesk login credentials
- Do not alter the text in the Zendesk Query field
Step 3: Offline Messages as Tickets
- When a visitor leaves an offline message in ClickDesk, it automatically creates a new ticket in Zendesk for your operators to followup later
- To setup, go to Preferences -> Email notifications
- In the 'Offline Message Email Notifications' block, enter your Zendesk support email address
Step 4: View Customer Info
- When a live chat is initiated by a visitor, all the open tickets information is displayed on the operators' IM
- From the Zendesk Queries field in the Step 2, you can configure to receive all the tickets information or only the open or closed tickets of the customer in live chat
Step 5: Create New Tickets
- You can create a new ticket in Zendesk on behalf of the customer during live chat right from your Google Talk or Skype
- To create a new ticket with chat-transcript as the ticket message, send /ticket in Gtalk or \ticket in Skype during the chat conversation
Step 6: Update Ticket
- You can update a ticket in Zendesk even without logging into it by sending a command right from the IM even if more than one ticket is open for the customer
- To update existing ticket of the customer in live chat, send /update ticketnumber message in Google talk or \ticket ticketnumber message in Skype
