Zendesk Tickets for Helply

This article describes how a user can set up and configure Helply for Zendesk Tickets.

Let's look at the steps:

#Step 1: Access Zendesk AI Agent

Go into the Zendesk AI Agent tab.



#Step 2: Choose Zendesk Tickets

Select Zendesk Tickets from the options.



#Step 3: Connect Zendesk Integration

Connect the Zendesk integration.



#Step 4: Continue If Connected

If already connected, just click Continue.



#Step 5: Assign AI Agent Identity

Give the Helply AI agent an identity by creating a dedicated Zendesk user. You can use your own email address by appending “+helply” to the name (e.g. [email protected]).



#Step 6: Save Identity

If you have already created a user, choose it from the drop-down and click Save Identity.



#Step 7: Configure Options

Configure options for how the AI should behave regarding inactive conversations and appearance.



#Step 8: Save Configuration

If satisfied with the configuration, click Save Options.



#Step 9: Set Up Test Mode

Click Setup Test Mode to test the Helply AI agent before going live.



#Step 10: Test Email

Copy your inbox email and send a test email, remembering to include "Helply Test" text in the subject line.



#Step 11: Go Live

After testing, you can go live.