Zendesk

Connect Zendesk to IrisAgent and install the IrisAgent app

Watch a quick overview of setting up IrisAgent on Zendesk:

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Connect Zendesk to IrisAgent

1. Sign in to the IrisAgent Dashboard.
2. Choose Zendesk as your ticket source:
   • During onboarding: on Connect your first data source, choose Ticketing system, then Zendesk.
   • Later: go to Data Sources > Ticketing System and pick Zendesk.
3. Approve the OAuth permissions and click Allow. This connects both Zendesk tickets and Zendesk Guide.

To add other platforms (Jira, Confluence, Salesforce), open the matching section under Data Sources.

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Install IrisAgent app into your Zendesk account

1. Open IrisAgent on the Zendesk Marketplace.
2. Click Install and follow the steps.

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Knowledge from every Zendesk brand

IrisAgent imports Help Center articles from every active brand that has a Help Center. You do not need a second Zendesk connection.

• If a brand’s articles are missing, check that the brand is active and has a Help Center.
• An article is removed only after every brand returns 404 for it.
• If IrisAgent cannot list brands (Zendesk returns 403 or 404), it imports from the subdomain on the token. Other errors fail the import rather than guess.

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What’s next

• Macro suggestions turn on automatically after you connect.
• Procedures can use Create Zendesk ticket (under Actions > Connected actions) with no extra setup. Insert {{Create Zendesk ticket}} where the ticket should be created. See Create Zendesk tickets from a procedure.
• If Jira is connected, admins can customize Jira issues and sync Jira fields into Zendesk.