Zendesk

IrisAgent Installation Guide for Zendesk

Overview

Check out this video for a quick overview of setting up IrisAgent on Zendesk.

Sign up on IrisAgent Dashboard

• Go to the IrisAgent Dashboard and sign in with either GSuite, Microsoft, or Okta SSO.
  

• Click on Connect with Zendesk. Give the OAuth permissions and click on Allow. This will automatically connect with both Zendesk tickets and Zendesk Guide/Knowledge.

• This step is optional. If you want to connect with more platforms, such as Jira, Confluence, Salesforce, etc., navigate to Manage Integrations on the bottom left and connect with the relevant platforms.

Install IrisAgent app into your Zendesk account

• Navigate to IrisAgent’s listing on the Zendesk Marketplace.
• Click on Install and follow the next steps.