Importing data authorization for advanced AI agents with Zendesk Support

What's my plan?

Add-on | AI agents - Advanced

Authorizing Zendesk Support in the AI agents - Advanced Dashboard is the very first step prior to importing data and eventually launching the AI agent.

Follow the steps below to authorize Zendesk Support in the Dashboard:

In your browser (we recommend Chrome or Firefox for best performance) open the AI agents - Advanced Dashboard, log in, and select your AI agent in the top right corner.

Go to Settings > CRM Integration, click Add Integration, then select Zendesk Support.

Go to the Integration tab

Copy the subdomain from the URL of Zendesk Support tab and paste it into the subdomain field

Your subdomain is the part between "//" and"." For example, https://SUBDOMAIN.zendesk.com/

Then click Authorize Zendesk Support.

This will open a new tab to confirm the authorization. If you are not logged into Zendesk Support you will be asked to do so.

To import data, you can log in using any Zendesk admin account

To launch the AI agent, make sure you are logging in using the AI agent account

You will see the text of the button change to "Unauthorize Zendesk Support".

7. Congrats! You have successfully authorized Zendesk Support in the AI agents - Advanced Dashboard and are ready to import data from Zendesk Support.