Zendesk Chat

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Deploy Zendesk Chat | Fini

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1. Click on Deploy

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2. Click on Authorize

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3. Add your Subdomain

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4. Add your AccountID

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5. Proceed to the next step

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6. Choose Chat configuration, and select your Bot

This screen allows you to configure your Zendesk chat responses.

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7. Choose reply type

We allow you to reply in 2 different ways:

1. Direct replies i.e. direct responses to customers
2. Internal comments i.e. creating internal comments for agents

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8. Click on Set a time delay when responding (e.g. 5 sec)

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9. PII masking for data anonymity

If you choose to mask the PII we will mask all PII data, and not read/store any PII and also not send them to our ML models/ OpenAI.

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10. Internal Comments Configuration

Through this configuration you can chose to create internal comments for certain scenarios even when you are creating direct replies for customers

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10.1 No. of direct replies before switching to internal comment

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10.2 Creating internal comments if agent is assigned

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11. Enable Categorization [Optional]

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12. Choose field for categorization [Optional]

After you have authorized you can chose to enable categorization for all incoming tickets. Note that the “Category” field should be Multi-select

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13. Add App ID, Key ID & Secret Key by following this guide

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14. Authorize Chat setup

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You can return to the app, your Zendesk Chat setup is complete!