Integrating Zendesk with Docket enhances your support workflow by enabling Docket to leverage articles and tickets from Zendesk for accurate and contextually relevant answers. This guide provides step-by-step instructions to configure the integration between Zendesk and Docket, ensuring smooth content synchronization.
Prerequisites:
Before beginning the integration process, ensure the following:
Admin Privileges: Ensure admin-level access in both Docket and Zendesk accounts.
Integration Process:
1. Accessing Zendesk Integration in Docket:
Navigate to the Integrations page within Docket, found in the Settings menu.
Locate the Zendesk app and click on 'Connect'.
2. Authorizing Access:
Upon clicking 'Connect', authorize Docket to access your Zendesk account.
3. Selecting Help Centers and Ticket Types:
Choose the Article Categories containing articles from your company's Zendesk that you wish to ingest into Docket.
Select the ticket types you want to be ingested for knowledge generation within Docket.
4. Initiate Syncing:
Once the integration is successfully connected, and the relevant Help Centers and ticket types are selected, data syncing will automatically commence between Docket and Zendesk.
Important Notes:
Disconnecting Zendesk from Docket will permanently delete all ingested data from Docket. This data will not be used for future answer generation.
Any updates made in Zendesk will trigger a resynchronization process in Docket to ensure that the latest content is available for answer generation.
Any updates made in Zendesk will trigger a resynchronization process in Docket to ensure the latest content is available. Changes will be synced within 24 hours to maintain up-to-date knowledge for answer generation.
Only one user can connect to the Zendesk account.
By following these straightforward steps, you can efficiently integrate Zendesk with Docket, enabling the effective utilization of Zendesk articles and tickets as valuable resources for generating accurate answers. For further assistance or troubleshooting, please contact our customer support team at [email protected].