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ChatGPT + your data in Zendesk



Posted Sep 04, 2023

We've just published a detailed tutorial on how to combine ChatGPT with your own customer data and display the results in Zendesk on the FactBranch blog and I thought you all here might be interested. Combining your own data with a GPT prompt is such a powerful way to enhance what ChatGPT can do for you.

How it works

  • Load data from your data source (PostgreSQL, MySQL, Microsoft SQL Server, Google Sheets or any RESTful API).
  • Merge that data into a custom GPT prompt.
  • Display GPT's output in the FactBranch Zendesk app.

In essence you can use your JSON-formatted data in your prompt and let GPT do the rest.

Here are the steps how to do it:

You need three accounts: An OpenAI account with API access, a Zendesk account (of course), and a FactBranch account.

Connect FactBranch to your data source and create a data pipeline in which you first load data from your data source and then send an augmented prompt to OpenAI's API like this:

Writing a prompt

We've tried many prompts and output formats. What we found is that short prompts work best because they don't confuse GPT what's important to you. And a powerful keyword to use is "bullet points". This tells GPT you want concise sentences, each on a new line.

Then we include the data and the ticket text and let GPT summarize the relevant data into 1-3 bullet points.

For example the final prompt (with the placeholders for "question" and "data" replaced) that FactBranch sends to GPT could be:

----------------------------------------------------------------------

Summarize data into 1 to 3 short bullet points that are relevant to the question.

Question: "Where is my last order?"

Data: [{"order_id": 123, "status": "shipped", "items": "3 Hoodies, 2 T-shirts"}, ... ]

----------------------------------------------------------------------

And GPT may return something like:

- There are 2 orders that aren't delivered yet
- Order 123 includes 3 hoodies and 2 t-shirts and is shipped.

Final thoughts

It's really exciting to see GPT work through your own raw data and I hope this is useful to a lot of people here.

I'd love to hear how you're using GPT to make your operations more efficient! Simply comment here or send a short email to support@factbranch.com to get in touch!


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1 comment

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Brett Bowser

Zendesk Community Manager

Thanks for sharing this with everyone Alice :)  This is super helpful!

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