Welcome to the Zendesk integration setup guide!
Follow these steps to successfully connect your AutyFi.ai with Zendesk. This integration will help you streamline ticket management, automate responses, and gain valuable insights into customer interactions. Let's get started!

Step 1: Log In to AutyFi

1. Log in to your AutyFi.ai account.

Step 2: Access Connections

1. Find Connections in the left-hand menu options and click on it.

2. You will see the available connections on your screen.

Step 3: Add Zendesk

1. Find Zendesk in the list and click the + sign over it.

2. The connection has now been successfully added to My Connections.

Step 4: Connect Zendesk

1. Go to My Connections at the top of the page.

2. Locate your Zendesk connection, click the options icon under the Zendesk logo, and hit Connect.

3. After clicking on the Connect pop-up, you will see the following screen. Now, fill in the required fields.

Required Fields

To connect Zendesk with AutyFi.ai, you'll need to fill in the following required fields:

1. API Token

2. Account

3. Agent Email

Steps to Fill Required Fields

1. API Token

The API token is essential for authenticating your integration with Zendesk.

How to find your API Token:

1. Log in to your Zendesk account.

2. Go to Admin Center.

3. Click on Apps and Integrations in the sidebar.

4. Select APIs > Zendesk APIs.

5. Click the + Add API token button.

6. Name your token and click Create.

7. Copy the API token displayed.

   Note: Keep your API token secure and do not share it publicly.

Enter your API Token in the provided field.

2. Account

Your account URL is needed to identify your Zendesk account.

How to find your Account URL:

1. Log in to your Zendesk account.

2. Your account URL typically looks like this: https://{YourAccountName}.zendesk.com.

Enter the full URL in the Account field.

3. Agent Email

The agent email is your email address for logging in and managing your Zendesk account.

How to find your Agent Email:

1. Log in to your Zendesk account.

2. Go to Admin Center.

3. Click on Account > Manage.

4. Your email should be listed under your account details.

Enter your Agent Email in the provided field.

Test Connection

After entering all the required information, click the Test Connection button to ensure everything is set up correctly. Now, hit the Connect button. If there are any issues, double-check the information you provided.

Need Help?

If you need further assistance, you can refer to the detailed guides provided by Zendesk:

• Managing Access to the Zendesk API

• Getting Started with Zendesk

• Managing Users in Zendesk

Enjoy the enhanced efficiency and improved customer support experience!