Zendesk

Zendesk is a customer service software and support ticketing system that helps businesses manage customer interactions across phone, chat, email, social media, and other channels. It's designed to improve customer relationships by providing a streamlined and efficient way to handle support requests and queries. It's known for its ease of use, scalability, and ability to provide a unified customer view, making it a popular choice among businesses of all sizes for customer support and engagement.

Key features of Zendesk:

1. Multi-channel Ticketing System: Manages customer interactions across various communication channels.
2. Automated Responses: Provides automated replies to common customer inquiries.
3. Knowledge Base Management: Enables creation and maintenance of a self-service knowledge base.
4. Customer Satisfaction Tracking: Monitors and measures customer satisfaction levels.
5. Integrations with Business Tools: Seamlessly integrates with a variety of other business software.
6. Reporting and Analytics: Offers detailed reporting tools for analyzing support activity.
7. Customization Options: Allows customization of workflows, views, and customer interactions.
8. AI-Powered Chatbots: Utilizes AI chatbots for automated customer service interactions.
9. Real-Time Chat Support: Enables live chat support for instant customer assistance.
10. Scalability: Adaptable to both small businesses and large enterprises.

Action:

Create ticket: Creates a new ticket.

Connect with Zendesk:

1. Log in to your Zendesk account.

2. Fill in theZendesk Subdomain URL with your dashboard URL, for example: https://<yourcompany>.zendesk.com.

3. Go to your Zendesk dashboard and click the gear icon in the left sidebar navigation.

4. Click the Go to Admin Centerlink or enter your URL manually, e.g. https://<yourcompany>.zendesk.com/admin/home.

5. Click the App and integrations link in the Apps and integrations tile, or navigate to Apps and integrations in the sidebar.

6. In the sidebar navigate to Zendesk API.

7. Check the checkbox and click the Get started button.

8. Click the OAuth Clients tab.

9. Click the Add OAuth Client button.

10. Fill in the necessary information in the form.

11. Go to Mation and navigate to My Apps and Add a new connection choosing Zendesk from the list.

12. Copy the OAuth Redirect URL from Mation and paste it into the Redirect URLs field in the form on Zendesk.

13. Enter any Client ID value in the Unique Identifier field.

14. Click the Save button to complete the creation of the OAuth client.

15. Copy the Unique identifier value and paste it into the Client ID field on Mation.

16. Copy the Secret value from Zendesk and paste it into the Client Secret field on Mation.

17. Enter the Zendesk Subdomain Url.

    NOTE

    Don't forget the https:// protocol prefix!.

18. A pop-up window appears. Click the Allow button.

19. Your Zendesk connection is now established.

20. Start using your new Zendesk connection with Mation.