Creating a Contact Center account

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<strong>Add-on</strong>
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<td>Zendesk for Contact Center</td>
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<p id="docs-ai-summary-content">Create a Contact Center account to link your Connect instance, enabling streamlined customer support. Use the admin portal to set up the account, ensuring the pod matches your instance. Configure details like account name, instance type, and license information. Once created, review the settings to confirm successful setup. This establishes your Contact Center account, ready for integration with your Amazon Connect instance.</p>
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<span class="importanttitle">Important:</span> This step is carried out by the Zendesk Professional Services team.</div>
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<p class="p" dir="ltr">With Connect ready, your next step is to create a Contact Center account. </p>
<p class="p" dir="ltr">Before you start, make sure that you have access to the Contact Center Admin
app, with permission to access the your Connect instance. You can request access from
your IT department.</p>
<p class="p" dir="ltr">As a Zendesk Professional Services user, you’ll use the Contact Center account
admin interface to create a new Contact Center account tied to the client's Connect
instance. This essentially onboards the client into the Contact Center system,
establishing the one-to-one connection between Contact Center and Connect.</p>
<p class="p" dir="ltr">Zendesk provides a special account admin portal (distinct from the agent
interface) for setting up and configuring customer accounts. It's accessible by Zendesk
admins using the URL <a class="xref" href="https://cc-admin.zende.sk/" target="_blank">https://cc-admin.zende.sk</a>. Once signed in, make sure you
select the appropriate pod in the admin tool. The pod used must match the Zendesk
instance pod.</p>
<p class="p" dir="ltr">The pod used to create the contact center instance must match the Zendesk
account pod. This might be different to the Connect pod or region.</p>
<p class="p" dir="ltr"><strong class="ph b">To add a Zendesk for Contact Center account</strong></p>
<ol class="ol" id="final_cc_create_account__ol_lmm_lvd_vgc">
<li class="li" dir="ltr">In the admin console, navigate to the section where you manage customer
accounts and click <strong class="ph b">Create new account</strong>.<p class="p"><img class="image" id="final_cc_create_account__image_izk_ybm_vgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/cc_gd_112.png" width="600"></p>
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<li class="li" dir="ltr">On the Create new account page, configure the following:<ul class="ul" id="final_cc_create_account__ul_zfg_hzb_vgc">
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<strong class="ph b">Account name:</strong> A descriptive name for the customer or
project, for example (using the company name and environment), 'ClientXYZ
Sandbox' or 'ClientXYZ Production'. This name might be used internally or in
URLs, so keep it concise and identifiable.</li>
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<strong class="ph b">Instance type:</strong> Choose the type of instance, for example,
'Production' for a live account.</li>
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<strong class="ph b">Workspace ID:</strong> This will be automatically populated with the
value entered in the account name field, but can be changed before you save
the account. This will be used to form the URL to access the app and to link
it to Zendesk.</li>
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<strong class="ph b">Licence details: </strong>Specify the maximum number of agents
planned for the account, the rate per agent, and the expiration date for the
account.</li>
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<strong class="ph b">Zendesk instance name:</strong> Enter your Zendesk subdomain. The
account ID is automatically retrieved and will be displayed in the Zendesk
account ID field.</li>
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<strong class="ph b">Technical contact:</strong> - Add a contact in case Zendesk needs to
reach out about your account.</li>
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<strong class="ph b">Feature access:</strong> - Turn on/check the Advanced dashboards
feature. This is turned on by default. If turned off, the customer will not
be able to use the Contact Center Dashboards app.</li>
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<strong class="ph b">Product analytics:</strong> - Select this option if you give
permission for us to share analytics data with third parties.</li>
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<li class="li" dir="ltr">Review your settings, then click <strong class="ph b">Create account</strong>.<p class="p">A new Contact
Center account is created. You can see the new account listed in the admin
console accounts list. At this stage, the account exists on the Zendesk side,
but it’s not yet fully connected to the Connect instance.</p>
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<li class="li" dir="ltr">You can click the newly created account in the admin console to review its
settings and confirm that the account has been successfully created. </li>
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<p class="p" dir="ltr">You now have an Amazon Connect instance on AWS, and a Contact Center account in
Zendesk.</p>
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