Hand-offZendesk

Zendesk

Connect Zendesk for ticket-based hand-off from chat and email channels.

Setup

  1. Open Settings → Hand-off and select Zendesk.
  2. Create connection and provide your Zendesk subdomain (for example yourcompany if the URL is yourcompany.zendesk.com).
  3. Add authentication as the form requests, commonly an API token with a matching agent email, or OAuth if offered.
  4. Save and use Test when available, then wire the connection under Agents → Hand-off.

What you get

Hand-off creates or updates Zendesk tickets with conversation context according to the integration’s current behavior.

Feature notes

  • Tickets vs email: Zendesk is appropriate when you need ticket IDs, assignment rules, and SLAs inside Zendesk.
  • Evolving behavior: Field mapping, internal notes vs public replies, and attachments may differ from other providers. Validate in a sandbox Zendesk before production.

See also Hand-off overview.

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