Setting up live chat in Zendesk Support (standard agent interface)

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10 Comments

  • Michael Y

    Parts of this article appear to be outdated. For example, the following needs to be done via the Admin center as far as I can tell:

    To turn chat permissions on or off for an agent

    Open the user's profile.
    Toggle the Zendesk Chat field to On or Off.

    Also, why do I (as one of the managers) need to use up a chat license just to manage the chat side of things? Please consider adding an "admin only" role that allows a manager to, well, manage chat agents and chat settings without using an actual chat license for that role. 

    Thanks!

    0
  • Elissa Tikalsky
    Zendesk Digital Resources Team

    Hello @...

    Thank you so much! You are absolutely correct. I've sent this off for updates and we should get that fixed pretty quickly.

    Thank you for the heads up!

    Elissa

    0
  • Merle Wilhelm

    Good evening, 

    I would like to send our chat client an email with our transcript after we finish our conversation. This scenario should run automatically. 

    I saw that I can use Pipping, but I can't find it in our settings. Also, I am not sure if I can use this tool with different customers. 

    Thank you 

    Merle 

     

    0
  • Matt Farrington-Smith

    Hi Aimee Spanier Elissa Tikalsky - I think this part is also outdated. I can't see the settings mentioned under the To configure ticket creation section.

    Any ideas where it moved to?


    I'm also missing "History" I believe?

    0
  • Brett Bowser
    Zendesk Community Manager
    Hey Matt,

    From that screenshot you shared, can you select the Account option and then see if you see the Zendesk Support tab from there? 
     
    Let me know!
    0
  • Matt Farrington-Smith

    Thanks Brett Bowser

    No dice! (Should it matter if I'm using my Premium Sandbox)? I would still expect all of the settings etc. to show here.

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  • Matt Farrington-Smith

    Bumping my reply Brett Bowser for visibility.

    I've also noticed the following is missing: 

    1. In your Chat dashboard, go to Settings > Widget and click the Forms tab.
    0
  • Brett Bowser
    Zendesk Community Manager
    Hey Matt,

    It could be that you're trying to access it from your Sandbox account. Do you see the options in your production account by chance? I'm wondering if your Sandbox isn't on the same plan level as your production.
     
    Let me know!
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  • Matt Farrington-Smith

    Thanks Brett Bowser - we are on the Enterprise Suite, so surely our Sandbox (Premium) should be the same?

    0
  • Brett Bowser
    Zendesk Community Manager
    Hey Matt,

    I'm going to create a ticket on your behalf so our Customer Care team can look into this with you.
     
    You'll receive an email shortly stating your ticket has been created.
     
    Cheers!
    0

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