Now that your Zendesk Chat widget is installed, let’s turn our attention towards the scheduling flow.īegin by navigating to Appointlet, logging in, and accessing a Meeting Type’s Intake Form. Take note of this ticket number, as we’ll be using it in the next step.Ĭreate an Appointlet scheduling field for your Zendesk chat-id In Zendesk’s API documentation this # is called a ‘chat-id’. Inquiry received in Zendesk Support dashboardĮach ticket has a unique #, as shown below. In this example, we’ve set up a knowledge base using Blogger, a free and intuitive blogging platform.Īsking a question in the Blogger Chat widget In the image below, you can see how a Zendesk Support Chat window will be displayed for your clients. Those messages will show up in Zendesk Support as new tickets. Great! Now visitors to your knowledge base articles will be able to ask questions if their particular topic isn’t addressed. This page offers customization options, including a feature called Chat.Įnable Chat widget in Zendesk Guide (Help Center) In Zendesk, navigate to your Admin settings and locate the Channel labeled Web Widget (Classic). ![]() ![]() Once you have accounts registered with Appointlet, Zendesk, and Zapier, we’ll be ready to start setting up your scheduling solution. Setup your Support dashboard in ZendeskĮnable the Zendesk Chat widget on a Guide.To get started you will need to do the following: Plus with custom intake forms, you can gather extra information about the attendee, so you’re prepared when you meet. Zendesk’s Chat widget will serve as a first point of contact for people who didn’t find their answers in the Guide.Īppointlet makes it easy to send scheduling links and have a meeting booked in minutes. To solve this, we suggest using Appointlet links conversationally with your end users. While their Support suite offers a variety of services, one thing it lacks is a native meeting scheduler. It offers a customer Support suite, tools for building a knowledge base (Guide) and has an intuitive, user friendly interface. Zendesk is a multifaceted CRM (Customer Relationship Manager) used by many SaaS businesses. Any time you share a scheduling link, the attendee’s response will be sent back into their initial Zendesk ticket as a private comment, with the help of Zapier. ![]() In the solution outlined here, you’ll be able to offer escalated support and keep track of the relationship between tickets and meetings. Are you using Zendesk Support and looking for a scheduling solution?
0 Comments
Leave a Reply. |