Integrate ClickDesk Live Chat and Call with your Zendesk help desk
View a visitor's existing tickets, create new ones from 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 20,000 customers, Zendesk is among the most popular and trusted helpdesk systems. ClickDesk live chat and call integration with Zendesk enables businesses to provide all around customer support with ease.
ClickDesk for Zendesk Live Support
ClickDesk Features for Zendesk help desk
- Get a powerful combo (chat, call and helpdesk) in a one-click installation and setup.
- Access existing tickets and open new tickets directly from live chat
- Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
- No additional software or hardware installations needed for you or your operators.
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ClickDesk - Zendesk Help Desk 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 voice calls.
- Navigate to Live chat -> Plugins & Integrations
Step 2: Plugin Settings
- Go to 'Plugin & Integrations' settings in your Live chat options page in the dashboard.
- Click on the Zendesk block and enter your Zendesk URL and login credentials.
- Do not alter the text in the Zendesk Query field.
Step 3: Offline Messages
- When a visitor leaves an offline message in ClickDesk, it automatically creates a new ticket in Zendesk for your operators to follow up later.
- To set up notifications, go to Admin settings -> 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 for that customer are displayed on the operator's IM.
- From the 'Zendesk Query' field in the Step 2, you can configure the system to report all tickets 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 the chat-transcript as the ticket message, use '/ticket' command in Gtalk or '\ticket' in Skype during the chat conversation.
Step 6: Update Ticket
- You can update a ticket in Zendesk without logging into the admin area by sending a command right from the IM, even if more than one ticket is open for the customer.
- To update an existing ticket of the customer in live chat, send '/update ticketnumber message' command in GTalk or '\update ticketnumber message' in Skype.
