TomBot’s Zendesk Integration: Step-by-Step Guide
There are 4 main components to this Integration:
· Create API
· Client ID & Secret
· Account Key
This integration process requires moving between your TomBot Integration page and your Zendesk page. We highly recommend using two screens or split screen if possible.
Once you’ve copied the Redirect URI to Zendesk and filled in the other four fields in TomBot with the items from Zendesk, simply hit Connect, allow permission for the two systems to communicate, and you’re all set!
1. Open TomBot Dashboard, go to Settings > Integrations > Zendesk
2. From Zendesk Home, open Zendesk Chat Dashboard. The small window squares in the upper right give you a menu, under which you’ll click “Chat”
3. Go to Settings > Account > API > Add API Client
4. To fill in the three spaces:
4a. Client name and Company: Can be anything; use the prompts provided to decide what to put in each box (just the name of your company in both slots is fine).
4b. Go back to your TomBot Integrations page and click in the box that has the link for your URI. TomBot will copy this to the clipboard for you. Then paste into the Zendesk slot for Redirect URI.
4c. Click Create API Client
Client ID & Secret
5a. Below is the window that pops up next. Copy and paste both the Client ID and the Client Secret into a Note or Word type file. Note: You MUST collect the Client ID and Secret at this time, they are not retrievable once this window is closed. If you do click out of this window without saving the ID & Secret, you'll need to go back and redo step 5.
5b. Paste the ID and Secret into your TomBot Integration
6. Type in your subdomain: this is whatever is right before ".zendesk.com" on your Zendesk login. For our purposes, we use “tombothelp” since our Zendesk URL is tombothelp.zendesk.com
7a. To retrieve your Account Key, return to your Zendesk Chat Dashboard and click the profile dropdown menu in the top right corner:
7b. Click Check connection
7c. At the very top of the window that comes up, you’ll see the Account Key on the right. Copy and paste this back into TomBot.
8a. Click Connect:
8b. You should see this window next; click Allow so that TomBot can communicate with Zendesk.
8c. TomBot will take you back to your Dashboard. Open the Settings > Integrations > Zendesk again for the last step
9. You should now see that Zendesk is both Connected and Active. In some cases, you may need to toggle the Active button.
10. Celebrate, you’re all done!