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Setting up Zendesk Chat


Chat skills-based routing FAQ

What's my plan? This article answers some of the more frequently asked questions about using skills-based routing...

Edited Jun 21, 2024

3 votes  ·  1 comment

3

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1

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About the standard chat triggers

What's my plan? Note: If your account was created after February 1, 2021, you have three of the default triggers d...

Edited Jan 22, 2025

2 votes  ·  2 comments

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2

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Adding the Zendesk Chat widget to your website

What's my plan? Note: If you have both Zendesk Chat and Zendesk Support, this article doesn't apply to you. ...

Edited Jun 21, 2024

46 votes  ·  35 comments

46

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35

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Permanently deleting chats and attachments

What's my plan? In the History tab, you can permanently delete chat conversations and attachments. You can ei...

Edited Jun 21, 2024

4 votes  ·  7 comments

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7

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Understanding default roles in Zendesk Chat

What's my plan? All administrators and agents using Zendesk Chat are assigned roles that allow or restrict the Chat...

Edited Jun 21, 2024

8 votes  ·  0 comments

8

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0

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Enabling push notifications for the Chat SDK for the mobile app

What's my plan? If you are offering Zendesk Chat through your own mobile app, you can enable push notificati...

Edited Jul 01, 2024

4 votes  ·  3 comments

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3

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Creating agents and departments in Chat

What's my plan? You need to create an account for each support agent who will be responding to chats. Depending on th...

Edited Jun 21, 2024

11 votes  ·  9 comments

11

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9

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Creating custom Chat roles and assigning users

What's my plan? You can create your own custom chat roles and assign those roles to any agent. Custom roles enable ...

Edited Jun 21, 2024

8 votes  ·  2 comments

8

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2

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Enabling authenticated visitors in the Chat widget

What's my plan? You can configure your widget to authenticate visitors on every page load using a new Javascript AP...

Edited Jun 21, 2024

2 votes  ·  7 comments

2

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7

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Routing chats based on agent skills

What's my plan? Skills routing provides a way to identify specific skills for both visitors and agents and route ch...

Edited Jun 21, 2024

9 votes  ·  18 comments

9

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18

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Managing Chat API clients and tokens

This article gives a general overview of how to manage Chat API clients and OAuth tokens. It walks you through how to...

Edited Aug 21, 2024

1 vote  ·  0 comments

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Chat API tutorial: Generating an OAuth token (integrated Chat accounts)

To use the Chat API in Support+Chat accounts and Phase 4 Chat accounts, you need to generate an OAuth access token to...

Edited Nov 11, 2024

14 votes  ·  15 comments

14

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15

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Privacy and data protection law resources for Chat

What's my plan? The following articles in the cross-product Help Center describe how features in Chat and other Zen...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Enabling authenticated visitors in Web Widget (Classic)

What's my plan? If you are using Web Widget (Classic) with your Chat account, you can configure your widget to auth...

Edited Jun 21, 2024

4 votes  ·  34 comments

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Measuring business goals with conversion tracking

What's my plan? Use conversion tracking to set a business goal that tracks which chats influenced the customer to mak...

Edited Jun 21, 2024

4 votes  ·  10 comments

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10

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Providing multiple language chat support with the Dynamic Content app

What's my plan? Provide multiple language support by using dynamic content in Chat. Create dynamic content in Supp...

Edited Jun 21, 2024

4 votes  ·  6 comments

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6

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Accessing the My Apps page for your installed Chat apps

What's my plan? Tip: Public apps are available on all plans. Private apps are available on Suite Growth a...

Edited Jun 21, 2024

4 votes  ·  0 comments

4

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0

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Setting up shortcuts and departments to optimize agent efficiency

What's my plan? You can customize your agents' workflows to help them address chats quickly and efficiently. Below a...

Edited Jun 21, 2024

1 vote  ·  4 comments

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4

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Triggers reference for developers

JSON format Triggers are represented as JSON objects with the following attributes. Name Type Read-only Descript...

Edited Sep 02, 2022

1 vote  ·  1 comment

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Setting up Zendesk Support in Chat

What's my plan? The process described in this article are relevant to customers using Zendesk Chat Phase 4....

Edited Jun 21, 2024

7 votes  ·  4 comments

7

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4

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Using proactive chat to target key visitors

What's my plan? In some cases, you might want to reach out to your customer via chat before they have to re...

Edited Jan 02, 2025

9 votes  ·  19 comments

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Providing mobile chat support

Both agents and visitors can access Zendesk Chat on mobile devices. Signing in to mobile Chat The steps for signing i...

Edited Sep 02, 2022

2 votes  ·  2 comments

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Automatically route chats to departments

What's my plan? You can use departments in Zendesk Chat to filter chat requests to specific groups of agents. ...

Edited Oct 25, 2024

14 votes  ·  14 comments

14

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14

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Measuring visitor satisfaction with chat rating

Get a better sense of visitor satisfaction by allowing them to provide their feedback about their chat expe...

Edited Oct 16, 2024

8 votes  ·  17 comments

8

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17

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Setting up Zendesk Chat for complex business needs

What's my plan? Zendesk Chat has a variety of tools that you can set up to provide optimized live chat support for m...

Edited Jun 21, 2024

2 votes  ·  0 comments

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0

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Zendesk chat and messaging triggers conditions and actions reference

What's my plan? Zendesk chat and messaging triggers allow you to add information about your customers, ...

Edited Jan 02, 2025

10 votes  ·  45 comments

10

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45

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Creating chat triggers

What's my plan? Chat triggers allow you to set up automated actions when certain conditions are met for ...

Edited Jan 02, 2025

11 votes  ·  15 comments

11

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15

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Viewing and analyzing tag data

What's my plan? Search for chats with specific tags or view popular tags to better understand your chat traffic. ...

Edited Jun 21, 2024

3 votes  ·  8 comments

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8

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Setting up chat tags

What's my plan? Chat tags are labels you add to chat sessions to help you categorize and sort your website's chat s...

Edited Jun 21, 2024

6 votes  ·  11 comments

6

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11

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Understanding different types of tags in Chat

What's my plan? Zendesk Chat offers two different types of tags to categorize your visitors and chat sessions: Ch...

Edited Jun 21, 2024

5 votes  ·  7 comments

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7

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