Turn problems into tickets
When the agent cannot solve something, it creates a ticket with the subject, reason and conversation details.
All integrations
Zendesk integration
WhatsAppWebsite
Messenger
Zendesk + Steps AI
Zendesk integrationAnswer the common questions. Send the rest to Zendesk.
Your agent handles everyday support on WhatsApp, Instagram, Messenger and your website. When something needs a person, it creates a ticket with the details your team needs.
WhatsAppWebsiteMessengerZendesk + Steps AIIllustrative conversation
My blender stopped working after a week.
Sorry to hear that. I have opened a support ticket and our team will reply within a day.
Tickets where your team works. The fields you require. Clear handover to a person.
CRM and support
What you can do with Zendesk connected.
Let the agent take the repeat questions, and keep your team on the ones that need judgement.
Ask for the right details first
Set required fields such as order number, photo or phone number, so tickets arrive ready to work on.
Decide when to raise a ticket
Describe in plain English when the ticket skill should be used, with examples of when it should not.
Notify the right people
Choose who gets an email when a new ticket is created.
In practice
From a complaint to a ticket your team can act on.
A support conversation on WhatsApp.
WhatsApp conversationIllustration · 1 / 3My blender stopped working after a week.
Sorry about that. Could you share your order number?
Order number collected
How to connect
Connect Zendesk in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect Zendesk
Open Resources, then Apps, and choose Zendesk. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds Zendesk to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Add the ticket skill
Switch on ticket creation for your agent, choose Zendesk, and set the fields and people to notify.
FAQ
Questions about the Zendesk integration.
Will every conversation become a ticket?
No. Tickets are created only when the conditions you describe are met.
Can I add my own fields?
Yes. Add custom fields such as text, number, email, phone, dropdown or media, and mark them as required.
Can a person take over the chat instead?
Yes. Human handoff is a separate skill with a wait time, a fallback message and email alerts.
Integrations that work well with Zendesk.
See Steps AI work with Zendesk.
Book a demo and we will walk through a real conversation using Zendesk and your own information.