Zendesk
Classify, route, and draft replies for tickets.
The queues, cases and knowledge articles you include.
Draft replies, routing and status changes, as the agent is set up.
Each classification, action and hand-off on the case.
How to set it up
Sign in
Connect Zendesk with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
Customer design-in support
Customer technical questions answered from the specs
Zendesk, Confluence, SalesforceDispute case handling
Card and payment disputes worked to a decision
Zendesk, Salesforce, ServiceNowBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceSupport ticket resolution
Customer tickets answered from the account and the network
Zendesk, Salesforce, ConfluencePress inquiry response
Media questions answered from the record, on deadline
SharePoint, MS Teams, ZendeskConstituent casework
Constituent cases opened, routed and followed up
Salesforce, Zendesk, SharePointOrder status inquiries
Customer order questions answered from the system
SAP, Salesforce, ZendeskRenewal risk review
Accounts up for renewal scored on usage and support
Salesforce, Zendesk, SnowflakeCustomer ticket triage
Support tickets classified, prioritized and drafted
Zendesk, Slack, ConfluenceFeature request synthesis
Customer requests grouped, sized and ranked
Zendesk, Linear, NotionPolicyholder inquiry handling
Policyholder questions answered from the policy record
Zendesk, Salesforce, Confluence
Ready to connect Zendesk?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.