Step 12: Finally, turn on your Zap and give your Zap a name. Step 11: After setting up the template for Zendesk, the application requests your final test. In the below example, we fill in two required fields which are "Name" and "Email". Step 10: Select the sample information from BotStar User Attribute corresponding to the fields in Zendesk to set up the template. Step 9: Select Zendesk account and click Continue. Step 8: Zapier will suggest you send a sample to Zendesk for testing. Select a field to determine how we'll look up the user in Zendesk.
You will need to allow Zapier to access your Zendesk account to continue.Īfter you fill in this form to allow Zapier access your Zendesk account:įinally, choose a Zendesk account, click Continue. Step 6: Sign-in to your Zendesk account to Verify the account. Step 5: Before creating a new contact, you need to find a user to know an existing user or not and create one if none are found. All the user attributes will be shown here, pick the attribute you want to add to your Zendesk (in this example, we will choose the email attribute).Ĭhoose a sample to finish Trigger settings. Step 3: Set up customize Attribute Modification. You can also select from an existing account.Īfter connecting with the bot, click Continue. All your bots will show up here, choose one of your chatbots and click Connect. Step 2: Click Add a new account to create a new one (If you don't have any an existing account).
#Zendesk support bot update
Then choose the Zap Template Update Zendesk users from updated BotStar user attributes click Use this Zap. Step 1: Go to Bot Builder > Integrations in your Bot and enable Zapier. To view information displayed in Zendesk, click Admin > People: This is a conversation between the bot and user: #Expected resultĪfter the successful integration, data in the Zendesk app is updated whenever a user enters information about their contact. Zap Templates are the fastest way for you to automate workflows. This tutorial will guide you to use prebuilt Zap Template: Update Zendesk users from updated BotStar user attributes. If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial. The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to Zendesk.
#Zendesk support bot how to
In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Zendesk (through Integromat). If you don’t know much about this feature, please learn more about User Attribute. To check information which is saved by Update User Attributes action, click Reports & Insights > Audience. When the conversation with customers go through the Update User Attributes action, users' information is automatically updated. #Set up actions in BotStar #Set up User Attributesĭrag and drop the Update User Attributes action into the Flow Editor and customize this action. Note: This tutorial assumes that you already have BotStar account, Zapier account, Integromat and Zendesk account.
In just a few minutes and without coding, Zapier and Integromat support you to integrate BotStar and Zendesk easily. Every time a trigger runs or an action performs a task, it is considered one operation.īotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User.įor more information, please see Zapier and Integromat before continuing this tutorial.
The trigger is the event in an app that starts the Zap.
Zapier can create automation between apps by using Triggers and Actions.As shown in the diagram above, when a BotStar bot receives user input: The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relationship Management). Below is the diagram explaining how we can do it: In just a few minutes and without coding, Zapier/Integromat will support you to integrate BotStar and Zendesk easily. There are two integration hubs to connect BotStar and Zendesk: This tutorial will show you how to integrate your BotStar chatbot with the Zendesk app. It helps businesses connect with customers on various channels, manage and update user's information and requests.
#Zendesk support bot software
Zendesk is a customer service software and support ticketing system.
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