Role: Admin, Account Manager
Connecting your Zendesk account to Klaus couldn't be easier. Just follow these steps:
When signing up, you will be asked to connect your help desk. The first step is to choose Zendesk from the list of our integrations.
Give your Connection a name (useful in case you add multiple connections in future).
Add your Zendesk subdomain to the subdomain field.
You will then be taken to Zendesk where you are asked to give Klaus authorization to access your account.
That's it! We will start syncing conversations from your Zendesk account. This may take some time depending on the options you selected and your conversation volume. You can contact our Support team if you have any questions.
Zendesk Chat
Zendesk chat needs to be connected separately. To do this, you need to enter your API client ID and secret. You can see how to obtain and manage these here. The redirect URL is listed under the "API Client ID" section, you will need to enter in the Zendesk chat settings.
In order for the Zendesk chat transcripts to show up in Klaus, you need to have enabled events in Zendesk. The admin of your account can do that under Admin dashboard > People > Events.
If you wish to connect more than one instance of Zendesk or another software, you can do that in Account Settings > Connections once you enter Klaus.
When connecting Zendesk, you can also have some additional security options which allow you to stop some specific information and conversations from being synced with Klaus. You can read more on the advanced security measures here.