Zendesk

Setup Guide

Follow these steps to connect Zendesk to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Zendesk into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter your your Zendesk Support URL.

6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

Basic

1. In the User field, enter the Zendesk username for authentication.

2. In the Zendesk Support admin interface, navigate to Admin > Channels > API. Then follow the instructions for your chosen authentication method:

   • For password authentication, enable password access on the Zendesk Support API page.
   • For API token authentication, create the API token on the Zendesk Support API page.
3. Enter either your Password OR your Api Token.

4. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuth

1. Click Sign in to connect securely through OAuth. This action opens the Zendesk sign-in page in a new tab.

2. Log in to your Zendesk account and provide the requested permissions (if applicable).

3. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Zendesk, see this information page.