Installation will need to be completed by an administrator of Zendesk. Once you have installed the application, you must have a Zendesk account, an Excel Online account, and a OneDrive account to provide for authorization purposes.

You will be prompted to authorize each application before getting started with your report.

Once you have authorized to the three services, you're good to go!

Follow the prompts to install the app. You will be asked to provide two fields in order to complete the installation:

• Subdomain

• Token

To get these values, you will first need to ask support to enable the feature for you. Please email [email protected] to do that. You will then need to complete the following steps:

• Login to Lessonly as an admin.

• Navigate to Settings and click on the Integrations tab.

• Under the “Zendesk Integration” section, a security token should be visible. If it is not, click on “Generate Token”.

• Copy the Subdomain and Token and paste into the mandatory fields in the Zendesk app. Please treat the token as a password - do not share it, and please regenerate it if it is ever exposed.

• Follow the remaining prompts to complete the installation.

Once installed, Lessonly can be accessed from the sidebar of a ticket; therefore you will need to open a ticket to have the app available to interact with.

The Zendesk user will be automatically signed into Lessonly based on the associated email address. If the email address is not present in Lessonly, a new user will be created.

A CDC Platform implementation, due to the complex nature of most enterprise customer's telephony environments, requires an initial discovery session with the customer to gather information about the customer's existing telephony system. On completion of the discovery session conference call, the platform will be configured with the rules required to enable the desired behavior and deployed within the customer's premise, cloud, or hybrid environment. Typical installations are completed within 2-3 weeks. All current Skype for Business platforms are supported. Get more information at CDC Software or by email request to [email protected]

1. After installation, click the setup button that appears inside the Shopify app.
2. You will be redirected to the Zendesk app in the Shopify marketplace.
3. Click get to install the Zendesk app.
4. Open the Zendesk app in Shopify and click I have an account.
5. Enter your Zendesk subdomain and click next.
6. Click allow to provide the integration access privilege to your Zendesk account.
7. The integration will automatically setup the Shopify app in Zendesk and add the Web Widget to your Shopify storefront.

Lovely Views PLUS is ready to use immediately after installation using the default settings, but you may want to customize the options to your needs.

Configuration Options

• Number of tickets per page The number of tickets that will be shown on a page for views with a lot of tickets.
• Hide 'Misc' folder The 'Misc' folder contains any views not in other ticket groups. If you hide the 'Misc' folder, those views will be displayed outside other groups.
• Rename 'Misc' folder Optionally rename the 'Misc' folder to something of your choosing
• Place 'Misc' folder at bottom If unticked then 'Misc' folder is shown at the top.
• Hide your 'Personal' folder If ticked, your personal views (if you have any), will not be displayed.
• Rename your 'Personal' folder Optionally rename the 'Personal' folder to something of your choosing
• Place 'Personal' folder at bottom If unticked, 'Personal' folder is shown at the top.

To fully understand Lovely Views PLUS features and capabilities, we strongly recommend you completely read the Users' Guide.

You need to create a Shipup account to use the Shipup app for Zendesk. If you don't own one yet, please visit Shipup.co for more info and register here. Once you signed up, you'll also need to import your online shop orders into Shipup, see our help center for more info.

We offer a free 14 days trial and Shipup is free up to 50 packages / month.

Installation steps

1. Login to your Shipup account
2. Go to https://app.shipup.co/apps/new/api and copy your private API Key
3. Go to the Shipup app for Zendesk configuration pannel (Zendesk > Admin > Apps > Manage > Shipup > App Configuration)
4. Paste your private API key and click Install

Note: This integration is available with Zendesk Talk - Partner Edition to Dialpad Pro and Enterprise customers (see zendesk.com/talk/pricing and dialpad.com/pricing for details).

Dialpad Admins: Set up the Zendesk Integration in Dialpad

Initial step for accounts with multiple offices: Navigate to the company settings page, and enable the Zendesk integration for the company. Then follow the steps below for each office where you want to use the integration.

For accounts with one office:

1. From the Admin Settings for each office, navigate to the Integrations tab.
2. From the Zendesk Options Drop Down, select ‘enable’.
3. To enable call logging, ensure ‘Log calls automatically’ and ‘Log calls that are sent to voicemail’ are both checked.
   
   • Note - this can optionally be configured at the user level, by navigating to the ‘Team’ tab, and selecting ‘Configure Integrations’ from the Account drop down.
4. Enter your Zendesk Subdomain (the URL you use to login to Zendesk). Hit ‘Save’.
5. From the Zendesk Options Drop Down, select ‘edit access’.
6. Choose to either enable Zendesk for all users, or enable the integration for specific users.

Zendesk Admins: Install the Zendesk CTI

1. Locate the Dialpad integration in the Zendesk Apps Marketplace and click ‘install’.
2. Click on the ‘Install app’ button, give the app a title, and click ‘install’.
3. Once installed, the Dialpad app will appear in the upper right corner of the Zendesk interface. Click on it to expand the window, log in, and get started making calls.

Users: Connect Zendesk to Dialpad

1. From the Dialpad App (desktop or chrome), navigate to the Zendesk integration on the Dialpad sidebar. Select ‘Connect Zendesk’
2. Enter your Zendesk login credentials. Calls will now be logged into Zendesk, and Zendesk data will be viewable in Dialpad.

Requirements:

The Instagram Channel requires your Instagram account to be an Instagram for Business account, connected to your Facebook company page.

Preparation:

1. Install the Instagram Channel from Marketplace
2. Go to 'Channel integrations' in you Zendesk settings
3. Add account
4. Sign in to your with Facebook login
5. Choose the account you want to connect to
6. That's it!

Visit our installation guide for a full guide and screen caps.

Disclaimer:

The Instagram Channel does not support Instagram Direct Messages, due to technical limitations, only public comments on Instagram posts.

How to setup

To set up the integration you must have AgentBot running. It does not require technical intervention; integration is set up directly from the AgentBot administration platform.

Contact us for more information: https://aivo.co/en/contact-sales/