Guide FloatChat

Floatchat- User Guid

zendesk

1. Introduction #

Customers can now integrate their Floatchat account with Zendesk to enable users to create, retrieve, and update tickets directly from the chatbot. Please note that Zendesk direct integration is available on paid plans: Essential, Team, Professional, Enterprise, and Elite. The rate limit per minute varies based on the plan. For more details, refer to the link provided: https://developer.zendesk.com/rest_api/docs/support/usage_limits#plan-rate-limits

 

2. Access to Zendesk Integration #

To set up the Zendesk integration in Floatchat, navigate to the Integrations workflow. This feature is available for customers on the Business plan or higher. Once the integration is complete, you can use the integration APIs within the Conversation flow by using the Zendesk Node under Builder > Nodes (Integration Node).

 

3. Steps to Configure Zendesk Integration #

 

3.1 Adding the Zendesk Integration

1. Log in to your Floatchat account and go to the “Integrations” tab.

2. Click on “Connect”.

3. Provide a name for the account to easily identify it.

Flow key

4. Click on “Authorize” to open a pop-up window.

5. Enter your Email ID, API Key, and Zendesk Subdomain Name.

  • -Email ID: Use the email ID associated with your Zendesk account.
  • – API Key: Obtain the API Key by signing in to Zendesk.
  •   – Go to “Admin Settings” from the sidebar.

Creation of the flow

  • Select “Channels” and then “API”.

Navigation

 

  •  – Enable API authentication if not already enabled.

Email

  •   – Click on the “Add API Token” button next to the Active API Token.
  •   – Give the token a name and save it.
  •   – Copy the displayed API key and paste it into the API Key field in Floatchat.
  • – Subdomain Name: This is the account name you use to access Zendesk in the format “xyz.zendesk.com”, where “XYZ” is the subdomain name.
  • – Enter the Email ID, API Key, and Subdomain name, then click on Save.

 

3.2 Configuring Zendesk Node #

  • After authorizing your account, go to Builder > Paths and add a Zendesk node.

Email

  • You can authorize a new account or use a previously authorized account.

 

3.3 Selecting an Action #

1. Once you select your account, choose an action from the available options:

  •   – Create Ticket
  •   – Get Ticket
  •   – Update Ticket

2. The required attributes for each action will be populated, allowing you to assign different attribute values accordingly.

3. After assigning the attributes, save the node, and your integration is ready.

4. All created tickets will have their corresponding ticket IDs saved in the attribute {{user.ticket.id}}.

5. The bot builder can use this attribute as-is or save it in a custom attribute and display it to the user within the chatbot flow.

 

If you need further assistance, please reach out to support@floatchat.com.

 

What are your feelings
Scroll to Top