Add-on | AI agents - Advanced |
Our approach is to integrate natively with Zendesk Chat. This means the AI agent needs an admin account in Zendesk Chat to act as an AI agent. This article includes the preparation needed before connecting your AI agent to Zendesk Chat.
The preparation involves:
- Create an email for your AI agent
- Create an admin account for the AI agent in Zendesk
- Create a group for the AI agent in Zendesk
- Log in to Zendesk as the AI agent
- Contact your website or app developer
Create an email for your AI agent
Every account in Zendesk must be registered with a unique email (an email that’s not been used with another Zendesk account).
We suggest creating a unique company email for your AI agent. You will need to log into Zendesk as the AI agent to finish connecting your AI agent to Zendesk Chat, so make sure you have access to the AI agent's email and have the login credentials ready for that.
Create an admin account for the AI agent in Zendesk
With the unique company email you created for the AI agent, create an admin account, with the user role Client Admin, for the AI agent in Zendesk. Keep the credentials at hand as this is needed later to connect your AI agent in our Dashboard to this AI agent account in Zendesk.
If you are not sure how you can find Zendesk’s help article on adding an agent or admin here.
Create a group for the AI agent in Zendesk
Once the admin account is created for the AI agent, create a separate group and add only the AI agent there. In addition, please make sure the AI agent is not added to any other groups.
Log in to Zendesk as the AI agent
This is to iron out all the necessary initial setup when an account is created in Zendesk. It is also a good time to give your AI agent account a name and picture to add that personal touch.
Note: If you are connecting to Zendesk with SSO, to avoid the AI agent being linked to your personal account, open Zendesk in an incognito window and log in as the AI agent this way.
Contact your website developer/designer
If you want to add the widget to your website or app, the person in your team who has admin access to edit the source code and deploy or publish the change is needed. Make sure to contact them in advance to avoid delays in launching your AI agent.
Continue to Connecting your advanced AI agent to Zendesk Chat or Connecting your advanced AI agent to Zendesk Support.
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