Submit a ticket in messaging (Chatbot)

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Data ultimo post: 24 feb 2022

Is there an alternative way to or replace the option, "Transfer to an agent" to "Submit a request"?

Currently, I have a flow builder with 5 FAQ's and planning to have another option as "submit a ticket".

There isn't any available option for me to have a form in it where I can pull the ticket form into the Chatbot. Similar to what Figma has https://help.figma.com/hc/en-us 

Any ideas or suggestions?

 

Thanks in advance!


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19

19 commenti

This solution is brilliant, took only 10 minutes to set-up. 

It would be incredibly useful to get a placeholder with a transcript of the previous chat with the bot.

1


1263213560009 Thank you so much for this! It will solve a lot of problems we are having. To make it perfect for our needs, however,  is there a way to add the transcript of the conversation the person had with the bot as a internal note? I imagine it would be something in this part, but I'm not sure what would be:

"comment": {
      "body": "{{tf.22638143652759}}",
      "public": true
  }

0


Thanks for sharing your solution 1263213560009 ! This is super helpful :) 

0


Here is how you can create a ticket with Messaging if needed:

First, you need to create API key and add it to “Connections” to allow Messaging doing API calls to your own Zendesk instance:

1. Go to Admin > Apps & Integrations > Zendesk API. Create an API token here.

2. Now got to Apps & Integrations > Connections and create a new one:

  • Specify Connection name
  • Select type as “Basic authentication”. Your username would be your admin email /token like “admin@example.com/token”. Your password - API key you created on step 1.
  • Specify your Zendesk instance subdomain name as “Allowed domain”: example.zendesk.com

You are now ready to create a ticket by Messaging.

1.First, create a custom ticket fields with “text” type which you will use to ask for issue description. Make it editable by end users and name it for example “How can I help?”

2.  Now add step “Ask for details” if needed where you'll ask “Name”, “Email” and also add “How can I help” field there as well.

3. Now add step “Make an API calls”:

  • Method “POST”
  • Endpoint URL your Zendesk subdomain: https://example.zendesk.com/api/v2/tickets.json
  • Now, as a body you will put JSON with your ticket parameters. Let's say you want to keep it simple and use customer's name in subject and text he put to field “How can I help” as ticket description. Just click {+} and add variables you need to the JSON body. 
  • Under “Authentification” select Connection name from step 2 you created.
{
"ticket": {
  "subject": "Offline request from {{sf.requester.name}}",
  "requester": {
      "name": "{{sf.requester.name}}",
      "email": "{{sf.requester.email}}"
  },
  "tags": [
      "offline_ticket"
  ],
  "comment": {
      "body": "{{tf.22638143652759}}",
      "public": true
  }
}
}

4. Now you can use “Make an API call" to test that it works and also save ticket_id as a variable and use it later to tell client his ticket ID that was created.

5


You can probably do this with using the Make an API Call module and calling Zendesk API 

https://developer.zendesk.com/documentation/ticketing/getting-started/zendesk-api-quick-start/

0


Hey Amy, thank you so much for taking the time to provide us with your feedback here. I wanted to point you in the direction of our product feedback forum for AI and Automation where we collect product feedback and where our PM’s review feedback from our customers. We would greatly appreciate you using this forum to share your feedback with us for better visibility. Here is our product feedback template to get you started. Thank you!

0


Agree with Chris above that it is odd this functionality does not exist in the "upgraded" experience. Would highly value the ability to submit contact forms within messaging bot.

0


5482528530074

can you please share how you did this? We can collect the information like name email & msg description and use the api option wothin bot to create a ticket.

0


Is there a solution for this yet? At the moment, linking to the form in the help centre seems to be the only workaround. It works so well in web widget (classic), it seems unusual that the same functionality isn't available in the newer product.

2


5482528530074 - Would you, please, share how you did this?

0


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