Add-on | AI agents - Advanced |
Authorizing Zendesk Chat in the AI agents - Advanced Dashboard is the very first step prior to importing data and eventually launching the AI agent (meaning connecting your AI agent in the Dashboard to the AI agent account in Zendesk Chat).
Follow the steps below to authorize Zendesk Chat in Dashboard:
- In your browser (we recommend Chrome or Firefox for best performance) open two tabs:
- log in to your Zendesk in one tab (Must be an Admin role to import data);
- log in to the AI agents - Advanced Dashboard in the other and select your AI agent in the top right corner.
- In the AI agents - Advanced Dashboard, go to Settings > CRM Integration, click Add Integration, then select Zendesk.
- Scroll down to Authorization and enter your subdomain there.
- Your subdomain is the part between "//" and the first "." when you log in to Zendesk. For example, https://SUBDOMAIN.zendesk.com/
- Click Authorize Zendesk Chat - a new tab will open.
- Click Allow and the tab will close automatically.
✅ Congrats! You have successfully authorized Zendesk Chat in the AI agents - Advanced Dashboard.
You can continue to import data from Zendesk Chat or launch the AI agent.
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