Explore the demo01
Connect your account
Find Zendesk in the InsertChat app catalog and authorize the account you want to use.
Help desk
Connect Zendesk tickets to your AI front desk.
Connect your Zendesk account in the InsertChat app and choose the ticket, request, and user actions your assistant can use. Actions run with the access your Zendesk account grants.
Turn customer conversations into Zendesk tickets
A customer reports a problem by chat, email, or phone. With the Zendesk actions you enable, your assistant can create a ticket or request, look up an existing ticket and its comments, reply to it, or update it. It can also find and update Zendesk users and search organizations. Keep the conversation in your InsertChat inbox and configure approval where your team needs to decide.
How to set up Zendesk with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
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Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect the rest of your front desk
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
Explore Shared inbox
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore ContactsActions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvalsIt can create tickets and requests, reply to and update tickets, and look up tickets, requests, and their comments. It can also search Zendesk, find users and organizations, and create or update users. Enable only the actions your support workflow needs.
No. InsertChat keeps customer conversations, contacts, and handoff in its shared inbox. The Zendesk connection adds ticket actions for teams that track support work in Zendesk. Test how new tickets and replies appear in Zendesk before enabling the flow.
Connect the Zendesk account your support team uses, from the app catalog in InsertChat. Actions run with that account’s own permissions, so the assistant cannot do more in Zendesk than the account allows. Connected services such as Zendesk may have their own charges.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.